Connect Docsumo and FLOWii 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 FLOWii
Enable Integrations or automations with these events of Docsumo and FLOWii
Enable Integrations or automations with these events of Docsumo and FLOWii
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 FLOWii accounts to viaSocket. Once connected, you can set up a workflow where an event in Docsumo triggers actions in FLOWii (or vice versa).
Absolutely. You can customize how Docsumo data is recorded in FLOWii. This includes choosing which data fields go into which fields of FLOWii, setting up custom formats, and filtering out unwanted information.
The data sync between Docsumo and FLOWii 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 FLOWii. 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 FLOWii
FLOWii is a comprehensive business management tool designed to streamline operations, enhance productivity, and improve customer relationships. It offers features such as CRM, project management, invoicing, and time tracking, making it ideal for businesses looking to optimize their workflow and increase efficiency.
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