Connect siteleaf and Docugami to Build Intelligent Automations
Choose a Trigger
When this happens...
New Collection
New Document Created
New Page Is Created
New Site
Choose an Action
Automatically do this!
Create a docset
Create a project
Publish a project
Ready to use siteleaf and Docugami automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Collection
runs when New Collection Created
New Document Created
Runs when new document is created
New Page Is Created
runs when New Page Is Created
New Site
Runs when new site 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 siteleaf integrations.
Create Document
Create a new document in Siteleaf
Create Page
Create a new page on the site
Publish Site
Publish your site
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 siteleaf and Docugami accounts to viaSocket. Once connected, you can set up a workflow where an event in siteleaf triggers actions in Docugami (or vice versa).
Absolutely. You can customize how siteleaf 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 siteleaf 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 siteleaf 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 siteleaf
Send invitations to clients, colleagues, and others to edit and review sites. Managing content in Siteleaf is easy enough anyone can do it, with nothing to install.
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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