Connect Docsumo and prospectboss 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 prospectboss
Enable Integrations or automations with these events of Docsumo and prospectboss
Enable Integrations or automations with these events of Docsumo and prospectboss
Actions
Folder Creation
Create a new folder in your Docsumo account to organize and categorize documents.
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Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your Docsumo and prospectboss accounts to viaSocket. Once connected, you can set up a workflow where an event in Docsumo triggers actions in prospectboss (or vice versa).
Absolutely. You can customize how Docsumo data is recorded in prospectboss. This includes choosing which data fields go into which fields of prospectboss, setting up custom formats, and filtering out unwanted information.
The data sync between Docsumo and prospectboss 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 prospectboss. 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 prospectboss
ProspectBoss is a web-based all-in-one lead generation solution for Small businesses that utilize outbound channels to engage leads and contacts.
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