Connect Docsumo and personalize to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Docsumo
Choose an Action
Automatically do this!
- Request a new Action for personalize
Enable Integrations or automations with these events of Docsumo and personalize
Enable Integrations or automations with these events of Docsumo and personalize
Actions
Folder Creation
Create a new folder in your Docsumo account to organize and categorize documents.
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Frequently Asked Questions
To start, connect both your Docsumo and personalize accounts to viaSocket. Once connected, you can set up a workflow where an event in Docsumo triggers actions in personalize (or vice versa).
Absolutely. You can customize how Docsumo data is recorded in personalize. This includes choosing which data fields go into which fields of personalize, setting up custom formats, and filtering out unwanted information.
The data sync between Docsumo and personalize 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 personalize. 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 personalize
Personalize is a tool to identify what each customer is most interested in at any given moment so you can promote the right product or service at the right time.
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