Connect Docsumo and Zoho Projects to Build Intelligent Automations

Choose a Trigger

Docsumo

When this happens...

Choose an Action

Zoho Projects

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Task

New Task

Triggers when a new task is created in a project.

New Bug

New Bug

Triggers when a new bug is reported in a project.

Request a new Trigger for Docsumo

Do thisActions

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

Folder Creation

Folder Creation

Create a new folder in your Docsumo account to organize and categorize documents.

Create Task

Create Task

Creates a new task in a project.

Create Task List

Create Task List

Creates a new task list.

Update Project

Update Project

Updates existing project.

Create Milestone

Create Milestone

Creates a new milestone within a project.

Create Bug

Create Bug

Creates a new bug in a project.

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Frequently Asked Questions

How do I start an integration between Docsumo and Zoho Projects?

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

Can we customize how data from Docsumo is recorded in Zoho Projects?

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

How often does the data sync between Docsumo and Zoho Projects?

The data sync between Docsumo and Zoho Projects 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 Docsumo to Zoho Projects?

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 Docsumo and Zoho Projects?

Yes, you can set conditional logic to control the flow of data between Docsumo and Zoho Projects. 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.

Docsumo

About Docsumo

Convert unstructured documents like pay stubs, invoices, and bank statements into actionable data effortlessly with Docsumo's Intelligent OCR technology.

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Zoho Projects

About Zoho Projects

Integrate with Zoho Projects to manage your project tasks, milestones, and teams efficiently. Automate workflows, synchronize tasks, and enhance project collaboration.

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