Connect Zoho Campaigns and Docugami to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Zoho Campaigns
Choose an Action
Automatically do this!
Create a docset
Create a project
Publish a project
Ready to use Zoho Campaigns and Docugami automations
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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 Zoho Campaigns integrations.
Get Mailing Lists
Get all existing mailing lists.
List Contacts
Get all List of Contacts.
List All Contact Fields
Get All Contact Fields.
List Segment Contacts
Get all Segment Contacts.
List Recent Campaigns
Get all Recent Campaigns.
List Recently Sent Campaigns
Get all Recently Sent Campaigns.
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Frequently Asked Questions
To start, connect both your Zoho Campaigns and Docugami accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Campaigns triggers actions in Docugami (or vice versa).
Absolutely. You can customize how Zoho Campaigns 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 Zoho Campaigns 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 Zoho Campaigns 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 Zoho Campaigns
Zoho Campaigns lets you send email and social media campaigns to your subscribers.
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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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