Connect Docsumo and callrail 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 callrail
Enable Integrations or automations with these events of Docsumo and callrail
Enable Integrations or automations with these events of Docsumo and callrail
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 callrail accounts to viaSocket. Once connected, you can set up a workflow where an event in Docsumo triggers actions in callrail (or vice versa).
Absolutely. You can customize how Docsumo data is recorded in callrail. This includes choosing which data fields go into which fields of callrail, setting up custom formats, and filtering out unwanted information.
The data sync between Docsumo and callrail 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 callrail. 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 callrail
CallRail is an analytics platform designed for those who rely on quality calls and inbound leads to measure success.
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