IntegrationsDocsumoleadspot
Docsumo + leadspot

Connect Docsumo and leadspot to Build Intelligent Automations

Choose a Trigger

Docsumo

When this happens...

Choose an Action

leadspot

Automatically do this!

Enable Integrations or automations with these events of Docsumo and leadspot

Enable Integrations or automations with these events of Docsumo and leadspot

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 leadspot?

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

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

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

How often does the data sync between Docsumo and leadspot?

The data sync between Docsumo and leadspot 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 leadspot?

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 leadspot?

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

About leadspot

Sales professionals use LeadSpot B2B lead generation data platform to easily reveal huge amounts of untapped sales opportunities in seconds - companies, employees and decision-makers with accurate contact details.

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