Connect TextIt and Docugami to Build Intelligent Automations

Choose a Trigger

TextIt

When this happens...

Choose an Action

Docugami

Automatically do this!

Ready to use TextIt and Docugami automations

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 TextIt

Do thisActions

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

Create Topic

Create Topic

create a new topic.

Create a Group

Create a Group

create a new contact group.

Delete a Group

Delete a Group

Deletes a contact group by its name.

Create Campaigns

Create Campaigns

create a new campaign.

Update Campaigns

Update Campaigns

update an existing campaign.

Delete Campaign Events

Delete Campaign Events

Delete a campaign event.

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Frequently Asked Questions

How do I start an integration between TextIt and Docugami?

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

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

Absolutely. You can customize how TextIt 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 TextIt and Docugami?

The data sync between TextIt 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 TextIt 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 TextIt and Docugami?

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

TextIt

About TextIt

TextIt provides a way of automating conversational interactions over SMS, messaging bots and phone calls.

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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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