Connect Docsumo and DataForms.io to Build Intelligent Automations

Choose a Trigger

Docsumo

When this happens...

Choose an Action

DataForms.io

Automatically do this!

Enable Integrations or automations with these events of Docsumo and DataForms.io

Enable Integrations or automations with these events of Docsumo and DataForms.io

Actions

Folder Creation

Folder Creation

Create a new folder in your Docsumo account to organize and categorize documents.

Create Form

Create Form

Creates a new form in DataForms.io using a selected template, title, and submission settings.

Find Form, Template or Entry

Find Form, Template or Entry

Finds a form, template, or entry in your DataForms account by name or code and returns it.

Delete Form

Delete Form

Permanently remove a form so it no longer appears or can be used.

Request a new Action for Docsumo

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Frequently Asked Questions

How do I start an integration between Docsumo and DataForms.io?

To start, connect both your Docsumo and DataForms.io accounts to viaSocket. Once connected, you can set up a workflow where an event in Docsumo triggers actions in DataForms.io (or vice versa).

Can we customize how data from Docsumo is recorded in DataForms.io?

Absolutely. You can customize how Docsumo data is recorded in DataForms.io. This includes choosing which data fields go into which fields of DataForms.io, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Docsumo and DataForms.io?

The data sync between Docsumo and DataForms.io typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Docsumo to DataForms.io?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Docsumo and DataForms.io?

Yes, you can set conditional logic to control the flow of data between Docsumo and DataForms.io. 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.

Docsumo

About Docsumo

Convert unstructured documents like pay stubs, invoices, and bank statements into actionable data effortlessly with Docsumo's Intelligent OCR technology.

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DataForms.io

About DataForms.io

Web-based form builder for businesses that creates, templates, and embeds custom forms on websites with team collaboration and role-based permissions. Provides integrations (Zapier, Make) and a RESTful API for automations and programmatic access (base URL: https://api.dataforms.io).

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