Connect civicengage and Docsumo to Build Intelligent Automations

Choose a Trigger

civicengage

When this happens...

Choose an Action

Docsumo

Automatically do this!

Enable Integrations or automations with these events of civicengage and Docsumo

Enable Integrations or automations with these events of civicengage and Docsumo

Actions

Folder Creation

Folder Creation

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

Request a new Action for civicengage

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between civicengage and Docsumo?

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

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

Absolutely. You can customize how civicengage 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 civicengage and Docsumo?

The data sync between civicengage 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 civicengage 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 civicengage and Docsumo?

Yes, you can set conditional logic to control the flow of data between civicengage 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.

civicengage

About civicengage

CivicEngage is a local-government website design and hosting platform. This platform is used by 2,500+ clients and 55,000+ local government users. CivicEngage is one product in the larger CivicPlus integrated technology platform for local government.

Learn More
Docsumo

About Docsumo

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

Learn More