viaSocket

Connect Trengo and Docugami to Build Intelligent Automations

Choose a Trigger

Trengo

When this happens...

Choose an Action

Docugami

Automatically do this!

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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 Trengo

Do thisActions

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

Create a profile

Create a profile

Creates a profile

Get a Contact

Get a Contact

Get a Contact by id.

Update a profile

Update a profile

Update a profile by ID.

Delete a profile

Delete a profile

Delete a profile by ID.

Create a note

Create a note

Create a note to profile.

Attach a contact

Attach a contact

Attach a contact

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Frequently Asked Questions

How do I start an integration between Trengo and Docugami?

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

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

Absolutely. You can customize how Trengo 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 Trengo and Docugami?

The data sync between Trengo 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 Trengo 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 Trengo and Docugami?

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

Trengo

About Trengo

Trengo is a team collaboration tool to manage conversations from channels such as web chat, email and WhatsApp via one inbox.

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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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