Connect SMS and Docugami to Build Intelligent Automations

Choose a Trigger

SMS

When this happens...

Choose an Action

Docugami

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

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 SMS

Do thisActions

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

Send SMS

Send SMS

Sends a new SMS message to a specified phone number.

Create a docset

Create a docset

Create a docset in Docugami.

Create a project

Create a project

Create a Project in Docugami.

Publish a project

Publish a project

Publish a project in Docugami.

Request a new Action for SMS

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Frequently Asked Questions

How do I start an integration between SMS and Docugami?

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

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

Absolutely. You can customize how SMS 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 SMS and Docugami?

The data sync between SMS 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 SMS 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 SMS and Docugami?

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

SMS

About SMS

MSG91 is a comprehensive communication platform that provides robust SMS solutions for businesses. It enables seamless and efficient messaging services, allowing businesses to reach their customers through SMS for notifications, alerts, and marketing campaigns.

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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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