IntegrationsDocsumojobtread
Docsumo + jobtread

Connect Docsumo and jobtread to Build Intelligent Automations

Choose a Trigger

Docsumo

When this happens...

Choose an Action

jobtread

Automatically do this!

Enable Integrations or automations with these events of Docsumo and jobtread

Enable Integrations or automations with these events of Docsumo and jobtread

Actions

Folder Creation

Folder Creation

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

Request a new Action for Docsumo

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between Docsumo and jobtread?

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

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

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

How often does the data sync between Docsumo and jobtread?

The data sync between Docsumo and jobtread 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 jobtread?

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 jobtread?

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

Learn More
jobtread

About jobtread

JobTread is construction estimating & project management software that will help you keep your budget and jobs on track.

Learn More