Connect conversional and Docsumo to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for conversional
Choose an Action
Automatically do this!
Folder Creation
Enable Integrations or automations with these events of conversional and Docsumo
Enable Integrations or automations with these events of conversional and Docsumo
Actions
Folder Creation
Create a new folder in your Docsumo account to organize and categorize documents.
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Frequently Asked Questions
To start, connect both your conversional and Docsumo accounts to viaSocket. Once connected, you can set up a workflow where an event in conversional triggers actions in Docsumo (or vice versa).
Absolutely. You can customize how conversional 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.
The data sync between conversional and Docsumo 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 conversional 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.
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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