When this happens...

Automatically do this!
Create a Lead
Create Contact
Create Account
Create Ticket
Create Opportunity
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when new lead is added
Triggers when a lead updates
Action is the task that follows automatically within your docAnalyzer AI integrations.
Find all Documents
Chat with a Document
Find all Labels
Label based Document Detailing
Add a new lead to your CRM
Add contact/lead with fields

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To start, connect both your docAnalyzer AI and Sukam Apps CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in docAnalyzer AI triggers actions in Sukam Apps CRM (or vice versa).
Absolutely. You can customize how docAnalyzer AI data is recorded in Sukam Apps CRM. This includes choosing which data fields go into which fields of Sukam Apps CRM, setting up custom formats, and filtering out unwanted information.
The data sync between docAnalyzer AI and Sukam Apps CRM 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 docAnalyzer AI and Sukam Apps CRM. 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.
docAnalyzer AI is an advanced tool designed to analyze and process documents using artificial intelligence. It offers features such as document classification, data extraction, and content analysis, making it an essential tool for businesses and individuals looking to streamline their document management processes.
Learn MoreSukam Apps CRM is an easy and powerful software designed to help your business grow. It is AI-powered and fully cloud-based, meaning you can manage your work from anywhere. Its main goal is to bring your Sales, Marketing, and Customer Support together in one place. With its advanced features, you can build stronger relationships with your customers, speed up your workflow, and boost your team's productivity. With Sukam Apps CRM, you can organize your business and run it the smart way.
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