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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 Pipefy integrations.
Create Record
Creates a new table record.
Create Card
Creates a new card.
Delete Card
Delete a card using card id.
Update Card
Updates a card Title.
Find Card
Finds a card by Title.
Create a docset
Create a docset in Docugami.
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Frequently Asked Questions
To start, connect both your Pipefy and Docugami accounts to viaSocket. Once connected, you can set up a workflow where an event in Pipefy triggers actions in Docugami (or vice versa).
Absolutely. You can customize how Pipefy 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 Pipefy 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 Pipefy 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 Pipefy
The easy button for processes and workflows Easily organize and run all your processes in one place, leaving the inefficient patchwork of apps, forms, spreadsheets and e-mail threads forever in the past
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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