Connect Docsumo and NetHunt CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Docsumo
Choose an Action
Automatically do this!
Create Record
Update Record
Delete Record
Create Comment
Find Record
Link Gmail Thread
Ready to use Docsumo and NetHunt CRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Record
Trigger when a new record created.
New Comment
Trigger when new comment is created.
New Call Logs
Trigger when new call logs created.
Updated Record
Trigger when record updated.
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.
Create Record
Create a new record
Update Record
Update a record
Delete Record
Delete a record
Create Comment
Create a new record comment
Find Record
Find records by ID or text query
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Frequently Asked Questions
To start, connect both your Docsumo and NetHunt CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Docsumo triggers actions in NetHunt CRM (or vice versa).
Absolutely. You can customize how Docsumo data is recorded in NetHunt CRM. This includes choosing which data fields go into which fields of NetHunt CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Docsumo and NetHunt CRM 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 NetHunt CRM. 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 NetHunt CRM
NetHunt CRM is a customer relationship management system for Gmail and Google Apps.
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