Connect Order Desk and Docugami to Build Intelligent Automations
Ready to use Order Desk and Docugami automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Order
Triggers when a new order is created in OrderDesk.
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 Order Desk integrations.
Create an Order History Item
create an history item in order on orderdeck
Create Shipment
Creates a new shipment for an order, including tracking information and carrier details.
Create Order
Creates a new order in OrderDesk.
Create Order Item
Create a new Order Item in order desk.
Create an Inventory Item
Create a new inventory Items.
Update Single Inventory Item
Update a single inventory item from orderdesk.
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Frequently Asked Questions
To start, connect both your Order Desk and Docugami accounts to viaSocket. Once connected, you can set up a workflow where an event in Order Desk triggers actions in Docugami (or vice versa).
Absolutely. You can customize how Order Desk 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 Order Desk 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 Order Desk 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 Order Desk
Order Desk is a powerful order management system designed to streamline your e-commerce operations. It allows you to manage, process, and fulfill orders from multiple sales channels in one centralized platform.
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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