Connect Systeme.io and Docugami to Build Intelligent Automations

Choose a Trigger

Systeme.io

When this happens...

Choose an Action

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Contact

New Contact

Triggers when a new contact 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 Systeme.io

Do thisActions

Action is the task that follows automatically within your Systeme.io integrations.

Assign a Tag to a Contact

Assign a Tag to a Contact

Assigns a Tag to a Contact.

Create/Update a Contact

Create/Update a Contact

Create or Update contact by Email.

Search Contact by Email

Search Contact by Email

Get a contact by email.

Grant access to course

Grant access to course

Grants access to a existing course.

Create a docset

Create a docset

Create a docset in Docugami.

Create a project

Create a project

Create a Project in Docugami.

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Frequently Asked Questions

How do I start an integration between Systeme.io and Docugami?

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

Can we customize how data from Systeme.io is recorded in Docugami?

Absolutely. You can customize how Systeme.io 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 Systeme.io and Docugami?

The data sync between Systeme.io 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 Systeme.io 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 Systeme.io and Docugami?

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

Systeme.io

About Systeme.io

Systeme.io is an all-in-one marketing platform designed to help entrepreneurs and small businesses manage and automate their online marketing efforts. It offers a range of tools including sales funnels, email marketing, online courses, and membership sites, all integrated into a single platform to streamline business operations and enhance productivity.

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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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