Connect Webengage and Docugami to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Webengage
Choose an Action
Automatically do this!
Create a docset
Create a project
Publish a project
Ready to use Webengage and Docugami automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Create Project
Triggers when new projects are created within the selected time interval.
Create Docsets
Triggers when new docsets are created within the selected time interval.
Do thisActions
Action is the task that follows automatically within your Webengage integrations.
Add User
Adds a new user to your WebEngage account.
Create a docset
Create a docset in Docugami.
Create a project
Create a Project in Docugami.
Publish a project
Publish a project in Docugami.
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Frequently Asked Questions
To start, connect both your Webengage and Docugami accounts to viaSocket. Once connected, you can set up a workflow where an event in Webengage triggers actions in Docugami (or vice versa).
Absolutely. You can customize how Webengage 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 Webengage 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 Webengage 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.
About Webengage
Webengage is a comprehensive marketing automation platform that helps businesses engage with their customers through personalized communication across multiple channels. It offers tools for customer segmentation, journey mapping, and analytics to enhance customer retention and conversion rates.
Learn MoreAbout 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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