Connect Docsumo and ManyContacts to Build Intelligent Automations
Ready to use Docsumo and ManyContacts automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when new contact is added.
Do thisActions
Action is the task that follows automatically within your Docsumo integrations.
Folder Creation
Create a new folder in your Docsumo account to organize and categorize documents.
Send WhatSapp Message
Send a WhatSapp message to a Number.
Add Contact Tag
add contact tags.
Add Internal Note Contact
Add an internal note(yellow card) in a conservation.
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Frequently Asked Questions
To start, connect both your Docsumo and ManyContacts accounts to viaSocket. Once connected, you can set up a workflow where an event in Docsumo triggers actions in ManyContacts (or vice versa).
Absolutely. You can customize how Docsumo data is recorded in ManyContacts. This includes choosing which data fields go into which fields of ManyContacts, setting up custom formats, and filtering out unwanted information.
The data sync between Docsumo and ManyContacts 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 ManyContacts. 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 ManyContacts
ManyContacts is a powerful tool designed to help businesses capture and manage leads directly from their website. It provides a customizable contact form that can be easily integrated into any site, allowing businesses to collect valuable customer information and enhance their marketing efforts.
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