
When this happens...

Automatically do this!
Enable Integrations or automations with these events of Docsumo and act-on
Create a new folder in your Docsumo account to organize and categorize documents.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Docsumo and act-on accounts to viaSocket. Once connected, you can set up a workflow where an event in Docsumo triggers actions in act-on (or vice versa).
Absolutely. You can customize how Docsumo data is recorded in act-on. This includes choosing which data fields go into which fields of act-on, setting up custom formats, and filtering out unwanted information.
The data sync between Docsumo and act-on 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 act-on. 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.
Convert unstructured documents like pay stubs, invoices, and bank statements into actionable data effortlessly with Docsumo's Intelligent OCR technology.
Learn MoreAct-On's growth marketing platform enables marketers to grow their business, deliver exceptional brand experiences, and drive customer engagement with their offerings across the customer life cycle-for every customer, every time.
Learn More