Connect DataForms.io and Docsumo to Build Intelligent Automations

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DataForms.io

When this happens...

Choose an Action

Docsumo

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Enable Integrations or automations with these events of DataForms.io and Docsumo

Enable Integrations or automations with these events of DataForms.io and Docsumo

Actions

Create Form

Create Form

Creates a new form in DataForms.io using a selected template, title, and submission settings.

Find Form, Template or Entry

Find Form, Template or Entry

Finds a form, template, or entry in your DataForms account by name or code and returns it.

Delete Form

Delete Form

Permanently remove a form so it no longer appears or can be used.

Folder Creation

Folder Creation

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

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Frequently Asked Questions

How do I start an integration between DataForms.io and Docsumo?

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

Can we customize how data from DataForms.io is recorded in Docsumo?

Absolutely. You can customize how DataForms.io 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 DataForms.io and Docsumo?

The data sync between DataForms.io 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 DataForms.io 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 DataForms.io and Docsumo?

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

DataForms.io

About DataForms.io

Web-based form builder for businesses that creates, templates, and embeds custom forms on websites with team collaboration and role-based permissions. Provides integrations (Zapier, Make) and a RESTful API for automations and programmatic access (base URL: https://api.dataforms.io).

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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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