Connect Docsumo and Apollo to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Docsumo
Choose an Action
Automatically do this!
Create Account
Create Contact
Create Deal
Create Task
Update Account
Find Contact
Update Contact
Update Deal
Search People using email id
Company Enrichment
List All Deals
Search for Sequences
Add Contacts to a Sequence
Update Contact Status in a Sequence
Search Account
Ready to use Docsumo and Apollo automations
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- Send for Approval acceptCreate Entry of expensesAdd Step
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Account
Triggers when a new account is created
New Contact
Triggers when a new contact is created
Contact Updated
Triggers when an existing account is updated
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 Account
Creates a new account
Create Contact
Creates a new contact to your team's Apollo account.
Create Deal
Creates a new deals for an Apollo account
Create Task
Creates a new task
Update Account
Update an existing account
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Step by step guides to integrate Docsumo and Apollo
Frequently Asked Questions
To start, connect both your Docsumo and Apollo accounts to viaSocket. Once connected, you can set up a workflow where an event in Docsumo triggers actions in Apollo (or vice versa).
Absolutely. You can customize how Docsumo data is recorded in Apollo. This includes choosing which data fields go into which fields of Apollo, setting up custom formats, and filtering out unwanted information.
The data sync between Docsumo and Apollo 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 Apollo. 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 Apollo
Apollo is a unified engagement platform that is the foundation for your entire end-to-end sales strategy. Teams get access to a database of over 200 million contacts, as well as a host of different engagement and analytics tools.
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