Connect Docsumo and PHC GO to Build Intelligent Automations

Choose a Trigger

Docsumo

When this happens...

Choose an Action

PHC GO

Automatically do this!

Enable Integrations or automations with these events of Docsumo and PHC GO

Enable Integrations or automations with these events of Docsumo and PHC GO

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 PHC GO?

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

Can we customize how data from Docsumo is recorded in PHC GO?

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

How often does the data sync between Docsumo and PHC GO?

The data sync between Docsumo and PHC GO 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 PHC GO?

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 PHC GO?

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

About PHC GO

PHC GO is more than just online management software. It is the perfect ally for your day-to-day: zero initial investment, cloud management, continuous updating and high-speed transformation. Sales, purchases, treasury, legal obligations and much more.

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