Connect Sukam Apps CRM and Docugami to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead Is Added
Lead Updated
Choose an Action
Automatically do this!
Create a docset
Create a project
Publish a project
Ready to use Sukam Apps CRM and Docugami automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead Is Added
Runs when new lead is added
Lead Updated
Triggers when a lead updates
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 Sukam Apps CRM integrations.
Create a Lead
Add a new lead to your CRM
Create Contact
Add contact/lead with fields
Create Account
Create account/lead record
Create Ticket
Create a new support ticket
Create Opportunity
Create opportunity record
Create a docset
Create a docset in Docugami.
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Step by step guides to integrate Sukam Apps CRM and Docugami
Frequently Asked Questions
To start, connect both your Sukam Apps CRM and Docugami accounts to viaSocket. Once connected, you can set up a workflow where an event in Sukam Apps CRM triggers actions in Docugami (or vice versa).
Absolutely. You can customize how Sukam Apps CRM 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 Sukam Apps CRM 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 Sukam Apps CRM 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 Sukam Apps CRM
Sukam Apps CRM is an easy and powerful software designed to help your business grow. It is AI-powered and fully cloud-based, meaning you can manage your work from anywhere. Its main goal is to bring your Sales, Marketing, and Customer Support together in one place. With its advanced features, you can build stronger relationships with your customers, speed up your workflow, and boost your team's productivity. With Sukam Apps CRM, you can organize your business and run it the smart way.
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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