IntegrationsDocsumoeverafter
Docsumo + everafter

Connect Docsumo and everafter to Build Intelligent Automations

Choose a Trigger

Docsumo

When this happens...

Choose an Action

everafter

Automatically do this!

Enable Integrations or automations with these events of Docsumo and everafter

Enable Integrations or automations with these events of Docsumo and everafter

Actions

Folder Creation

Folder Creation

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

Request a new Action for Docsumo

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Frequently Asked Questions

How do I start an integration between Docsumo and everafter?

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

Can we customize how data from Docsumo is recorded in everafter?

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

How often does the data sync between Docsumo and everafter?

The data sync between Docsumo and everafter 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 everafter?

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 everafter?

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

About everafter

B2B Customer Hub Platform for Customer Onboarding & Retention.

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