Connect Docsumo and Needle to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Docsumo
Choose an Action
Automatically do this!
Create Collection
Enable Integrations or automations with these events of Docsumo and Needle
Enable Integrations or automations with these events of Docsumo and Needle
Actions
Folder Creation
Create a new folder in your Docsumo account to organize and categorize documents.
Create Collection
Create a new Collection.
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- Send for Approval acceptCreate Entry of expensesAdd Step
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- has responseSendDMMessageAdd Step
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Frequently Asked Questions
To start, connect both your Docsumo and Needle accounts to viaSocket. Once connected, you can set up a workflow where an event in Docsumo triggers actions in Needle (or vice versa).
Absolutely. You can customize how Docsumo data is recorded in Needle. This includes choosing which data fields go into which fields of Needle, setting up custom formats, and filtering out unwanted information.
The data sync between Docsumo and Needle 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 Needle. 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 Needle
Needle is an advanced AI-driven platform designed to enhance business operations through intelligent automation and data-driven insights. It leverages cutting-edge artificial intelligence technologies to streamline processes, improve decision-making, and drive efficiency across various business functions.
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