Connect Docsumo and Pro Forms to Build Intelligent Automations
Enable Integrations or automations with these events of Docsumo and Pro Forms
Enable Integrations or automations with these events of Docsumo and Pro Forms
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 Pro Forms accounts to viaSocket. Once connected, you can set up a workflow where an event in Docsumo triggers actions in Pro Forms (or vice versa).
Absolutely. You can customize how Docsumo data is recorded in Pro Forms. This includes choosing which data fields go into which fields of Pro Forms, setting up custom formats, and filtering out unwanted information.
The data sync between Docsumo and Pro Forms 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 Pro Forms. 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.
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About Pro Forms
Mobile form building and Field Service software provider. From Mobile & Online forms to Job & Asset Management we have solutions for all companies.
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