Connect Unify and Docamatic to Build Intelligent Automations

Choose a Trigger

Unify

When this happens...

Choose an Action

Docamatic

Automatically do this!

Ready to use Unify and Docamatic automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Assistant

New Assistant

Triggers when a new assistant is created.

New Queries

New Queries

Triggers when a new query is created.

New Interface

New Interface

Triggers when a new interface is created in a specific project.

Interface Checkpoint Created

Interface Checkpoint Created

Triggers when a interface checkpoint is created.

New Tab

New Tab

Triggers when a new tab is created in a specific interface.

New Tile

New Tile

Triggers when a new tile is created in a specific tab.

Request a new Trigger for Unify

Do thisActions

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

Create Assistant

Create Assistant

Create a new assistant.

Update an Assistant

Update an Assistant

Update assistant configuration.

Delete an Assistant

Delete an Assistant

Delete an assistant.

Create Project

Create Project

Create a new Project.

Rename Project

Rename Project

Rename a Project.

Creates Context

Creates Context

Creates a new context within a project.

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Frequently Asked Questions

How do I start an integration between Unify and Docamatic?

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

Can we customize how data from Unify is recorded in Docamatic?

Absolutely. You can customize how Unify data is recorded in Docamatic. This includes choosing which data fields go into which fields of Docamatic, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Unify and Docamatic?

The data sync between Unify and Docamatic 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 Unify to Docamatic?

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 Unify and Docamatic?

Yes, you can set conditional logic to control the flow of data between Unify and Docamatic. 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.

Unify

About Unify

Unify is a cutting-edge platform that leverages artificial intelligence to streamline and enhance various business processes. It offers tools and solutions that integrate AI capabilities into existing workflows, enabling businesses to optimize operations, improve decision-making, and drive innovation.

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Docamatic

About Docamatic

Docamatic is a powerful platform designed to streamline document generation and automation. It allows users to create, manage, and distribute documents efficiently, reducing manual effort and increasing productivity.

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