Connect SmartRoutes and Docugami to Build Intelligent Automations

Choose a Trigger

SmartRoutes

When this happens...

Choose an Action

Docugami

Automatically do this!

Ready to use SmartRoutes and Docugami automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Order Created

New Order Created

Triggers when a new order is created.

Create Project

Create Project

Triggers when new projects are created within the selected time interval.

Create Docsets

Create Docsets

Triggers when new docsets are created within the selected time interval.

Request a new Trigger for SmartRoutes

Do thisActions

Action is the task that follows automatically within your SmartRoutes integrations.

Create a Order

Create a Order

Creates a new order.

Get Customer by ID

Get Customer by ID

Here you will get costumer details.

Update Customer by ID

Update Customer by ID

Can update customer details.

Get All Vehicles

Get All Vehicles

Here you will get all vehicle details.

Delete Orders by Order Number

Delete Orders by Order Number

The order will be deleted by providing order id.

Get Orders

Get Orders

To get all orders.

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Frequently Asked Questions

How do I start an integration between SmartRoutes and Docugami?

To start, connect both your SmartRoutes and Docugami accounts to viaSocket. Once connected, you can set up a workflow where an event in SmartRoutes triggers actions in Docugami (or vice versa).

Can we customize how data from SmartRoutes is recorded in Docugami?

Absolutely. You can customize how SmartRoutes 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.

How often does the data sync between SmartRoutes and Docugami?

The data sync between SmartRoutes and Docugami typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from SmartRoutes to Docugami?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between SmartRoutes and Docugami?

Yes, you can set conditional logic to control the flow of data between SmartRoutes 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.

SmartRoutes

About SmartRoutes

SmartRoutes is a comprehensive route optimization and delivery management platform designed to streamline logistics operations for businesses. It offers features such as route planning, real-time tracking, and delivery analytics to enhance efficiency and customer satisfaction.

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Docugami

About 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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