Connect Docsumo and brightmanager to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Docsumo
Choose an Action
Automatically do this!
- Request a new Action for brightmanager
Enable Integrations or automations with these events of Docsumo and brightmanager
Enable Integrations or automations with these events of Docsumo and brightmanager
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 Docsumo and brightmanager accounts to viaSocket. Once connected, you can set up a workflow where an event in Docsumo triggers actions in brightmanager (or vice versa).
Absolutely. You can customize how Docsumo data is recorded in brightmanager. This includes choosing which data fields go into which fields of brightmanager, setting up custom formats, and filtering out unwanted information.
The data sync between Docsumo and brightmanager 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 brightmanager. 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 brightmanager
BrightManager is a practice management software designed by accountants and used by accountants, bookkeepers, and payroll businesses across the UK.
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