Connect Teamdeck and Docugami to Build Intelligent Automations

Choose a Trigger

Teamdeck

When this happens...

Choose an Action

Docugami

Automatically do this!

Ready to use Teamdeck and Docugami automations

Explore more automations built by businesses and experts

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 Teamdeck

Do thisActions

Action is the task that follows automatically within your Teamdeck integrations.

Add booking

Add booking

Add a new Booking to the Selected Resource.

Create Project

Create Project

Creates a new Project in your Organization.

Create Resource

Create Resource

Creates a new rRsource in your Account.

Create Organization Unit

Create Organization Unit

Creates a organization unit.

Time Entry Resource

Time Entry Resource

Add a new time Entry assigned to any Resource within your Organization.

Update Project

Update Project

Updates an Existing Project.

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between Teamdeck and Docugami?

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

Can we customize how data from Teamdeck is recorded in Docugami?

Absolutely. You can customize how Teamdeck 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 Teamdeck and Docugami?

The data sync between Teamdeck 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 Teamdeck 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 Teamdeck and Docugami?

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

Teamdeck

About Teamdeck

Teamdeck is a resource management and scheduling tool designed to help teams optimize their workflow, manage their time effectively, and ensure project deadlines are met. It offers features such as time tracking, resource scheduling, and project planning to enhance team productivity.

Learn More
Docugami

About Docugami

Enhance your document engineering processes with Docugami's specialized AI tools designed to transform how your business creates and understands documents.

Learn More