Connect Needle and Docugami to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Needle
Choose an Action
Automatically do this!
Create a docset
Create a project
Publish a project
Ready to use Needle and Docugami automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Create Project
Triggers when new projects are created within the selected time interval.
Create Docsets
Triggers when new docsets are created within the selected time interval.
Do thisActions
Action is the task that follows automatically within your Needle integrations.
Create New Collection
Create a new collection
List All Collections
List all your collections
List Collection Files
List all files in a collection
Add Files to Collection
Add files to a collection
Search Collection Content
Find items by text & filters
Delete Files From Collection
Delete files from a collection
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Frequently Asked Questions
To start, connect both your Needle and Docugami accounts to viaSocket. Once connected, you can set up a workflow where an event in Needle triggers actions in Docugami (or vice versa).
Absolutely. You can customize how Needle data is recorded in Docugami. This includes choosing which data fields go into which fields of Docugami, setting up custom formats, and filtering out unwanted information.
The data sync between Needle and Docugami typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Needle and Docugami. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Needle
Needle is an advanced AI-driven platform designed to enhance business operations through intelligent automation and data-driven insights. It leverages cutting-edge artificial intelligence technologies to streamline processes, improve decision-making, and drive efficiency across various business functions.
Learn MoreAbout Docugami
Enhance your document engineering processes with Docugami's specialized AI tools designed to transform how your business creates and understands documents.
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