Connect Zoho WorkDrive and Docugami to Build Intelligent Automations
Choose a Trigger
When this happens...
New Folder
Choose an Action
Automatically do this!
Create a docset
Create a project
Publish a project
Ready to use Zoho WorkDrive and Docugami automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Folder
Triggers when a new folder is created.
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 WorkDrive integrations.
Upload File
Uploads a file to a specified folder.
Create Folder
Creates a New Folder.
Find Folder
Find a folder by name.
Find File By Name
Find a specific file by its name.
Create Team Folder
Creates a new Team Folder.
Create a docset
Create a docset in Docugami.
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Frequently Asked Questions
To start, connect both your Zoho WorkDrive and Docugami accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho WorkDrive triggers actions in Docugami (or vice versa).
Absolutely. You can customize how Zoho WorkDrive 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 WorkDrive 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 WorkDrive 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 WorkDrive
Zoho WorkDrive is a secure file management and collaboration platform designed for teams to store, share, and manage their files efficiently.
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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