Connect Synthflow AI and Docugami to Build Intelligent Automations

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Synthflow AI

When this happens...

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Docugami

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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 Synthflow AI

Do thisActions

Action is the task that follows automatically within your Synthflow AI integrations.

Create SMS Action

Create SMS Action

Creates a SMS action

Create Transfer Call Action

Create Transfer Call Action

Creates a transfer call action

Create Information Extractor Yes No Action

Create Information Extractor Yes No Action

Creates an action of type information extractor yes no

Create Information Extractor Open Question Action

Create Information Extractor Open Question Action

Creates an action for open questions

Create Call

Create Call

Initiates a real-time voice call through the AI assistant.

Create a docset

Create a docset

Create a docset in Docugami.

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Frequently Asked Questions

How do I start an integration between Synthflow AI and Docugami?

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

Can we customize how data from Synthflow AI is recorded in Docugami?

Absolutely. You can customize how Synthflow AI 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 Synthflow AI and Docugami?

The data sync between Synthflow AI 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 Synthflow AI 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 Synthflow AI and Docugami?

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

Synthflow AI

About Synthflow AI

Synthflow AI is a no-code platform for creating voice AI agents that automate inbound and outbound phone calls, from answering questions to booking appointments and sending SMS follow-ups at scale. It targets contact centers and BPOs with enterprise-ready, white-label agents, 200+ integrations, and multilingual support to reduce costs and improve response rates

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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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