Connect ChatBot and Docsumo to Build Intelligent Automations

Choose a Trigger

ChatBot

When this happens...

Choose an Action

Docsumo

Automatically do this!

Use the Built-in Integrations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

User Created

User Created

Trigger when a new user created.

Request a new Trigger for ChatBot

Do thisActions

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

Create a Story

Create a Story

Create new story.

Update Story

Update Story

Update existing story.

Search Story

Search Story

Search Story.

Delete Story

Delete Story

Delete story seach by name.

Create segment

Create segment

Create segment.

Add Users to Segments

Add Users to Segments

Adds one or more Users to one or more Segments.

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Frequently Asked Questions

How do I start an integration between ChatBot and Docsumo?

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

Can we customize how data from ChatBot is recorded in Docsumo?

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

How often does the data sync between ChatBot and Docsumo?

The data sync between ChatBot and Docsumo 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 ChatBot to Docsumo?

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 ChatBot and Docsumo?

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

ChatBot

About ChatBot

ChatBot.com is an AI-powered conversational platform designed to automate customer interactions across multiple channels, including websites, Facebook Messenger, Slack, and more. Developed by LiveChat Software, it enables businesses—particularly small to medium-sized enterprises—to deploy intelligent chatbots without the need for coding expertise.

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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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