
When this happens...
New Record
Update Record

Automatically do this!
Create a docset
Create a project
Publish a project
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new record is created.
Triggers after a record being update .
Triggers when new projects are created within the selected time interval.
Triggers when new docsets are created within the selected time interval.
Action is the task that follows automatically within your tabidoo integrations.
Create a docset in Docugami.
Create a Project in Docugami.
Publish a project in Docugami.

Discover viaSocket, an AI-powered workflow automation platform with 2,000+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.

Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
To start, connect both your tabidoo and Docugami accounts to viaSocket. Once connected, you can set up a workflow where an event in tabidoo triggers actions in Docugami (or vice versa).
Absolutely. You can customize how tabidoo 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 tabidoo 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 tabidoo 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.
"Tabidoo is an intuitive and user-friendly online database management system designed to help you organize, store, and manage your data efficiently. With Tabidoo, you can easily create custom tables, manage relationships between data points, and collaborate seamlessly within your organization. Whether you're tracking projects, managing contacts, or handling inventory, Tabidoo simplifies data organization, making it accessible and manageable without the need for complex software or coding skills."
Learn MoreEnhance your document engineering processes with Docugami's specialized AI tools designed to transform how your business creates and understands documents.
Learn More