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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Canvases
Triggers when a new canvas is created.
New Project
Triggers when a new Project is created.
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 Pastel integrations.
Create a docset
Create a docset in Docugami.
Create a project
Create a Project in Docugami.
Publish a project
Publish a project in Docugami.
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Frequently Asked Questions
To start, connect both your Pastel and Docugami accounts to viaSocket. Once connected, you can set up a workflow where an event in Pastel triggers actions in Docugami (or vice versa).
Absolutely. You can customize how Pastel 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 Pastel 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 Pastel 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 Pastel
Pastel helps web designers and developers collect and organize contextual feedback from colleagues and clients on the web projects they're building.
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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