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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 Streamtime integrations.
Create Personal ToDo
Creates a new Personal To-Do record in the system.
Create Job Comment
Adds a comment to a job.
Create Job
Creates a new Job in the system.
Create Label
Add a label to a Job,Quote,Invoice,Logged Expense,Company,Contact and User.
Create a docset
Create a docset in Docugami.
Create a project
Create a Project in Docugami.
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Frequently Asked Questions
To start, connect both your Streamtime and Docugami accounts to viaSocket. Once connected, you can set up a workflow where an event in Streamtime triggers actions in Docugami (or vice versa).
Absolutely. You can customize how Streamtime 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 Streamtime 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 Streamtime 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 Streamtime
Streamtime is a project management and time tracking tool designed for creative teams. It helps streamline workflows, manage tasks, and track time efficiently, making it ideal for agencies and creative professionals.
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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