Connect Docsumo and Zoho POS to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Docsumo
Choose an Action
Automatically do this!
Create Contact
Update Contact
Create Item Group
Create Contact Person
Create Sales Order
Create Sales Invoice
Record Customer Payment
Update Contact Person
Update Invoice
Update Customer Payment
Delete Contact
Delete Contact Person
Delete Item Group
Delete Tax
Delete Sales Order
Delete Invoice
Delete Customer Payment
Delete Bill By Number
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Bill Created
Runs when a new bill is created.
New Item Created
Runs when new Item Is created
New Contact Created
Runs when a new contact is created
New Invoice Added
Runs when a new invoice is added.
Do thisActions
Action is the task that follows automatically within your Docsumo integrations.
Folder Creation
Create a new folder in your Docsumo account to organize and categorize documents.
Create Contact
Create a contact with billing, shipping and primary contact info.
Update Contact
Update contact details.
Create Item Group
Create an item group and add items with selling and purchase prices
Create Contact Person
Add a person and their contact details to an existing contact
Create Sales Order
Create a sales order with customer details, line items, notes, and terms.
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Frequently Asked Questions
To start, connect both your Docsumo and Zoho POS accounts to viaSocket. Once connected, you can set up a workflow where an event in Docsumo triggers actions in Zoho POS (or vice versa).
Absolutely. You can customize how Docsumo data is recorded in Zoho POS. This includes choosing which data fields go into which fields of Zoho POS, setting up custom formats, and filtering out unwanted information.
The data sync between Docsumo and Zoho POS 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 Docsumo and Zoho POS. 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.
Learn MoreAbout Zoho POS
Zoho POS is a comprehensive point-of-sale solution designed to streamline retail operations, manage inventory, and enhance customer experiences. It offers seamless integration with other Zoho products, providing a unified platform for sales and business management.
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