Connect Docsumo and relatable to Build Intelligent Automations

Choose a Trigger

Docsumo

When this happens...

Choose an Action

relatable

Automatically do this!

Enable Integrations or automations with these events of Docsumo and relatable

Enable Integrations or automations with these events of Docsumo and relatable

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 relatable?

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

Can we customize how data from Docsumo is recorded in relatable?

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

How often does the data sync between Docsumo and relatable?

The data sync between Docsumo and relatable 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 relatable?

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 relatable?

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

About relatable

Relatable is a personal CRM that helps you be excellent with people.

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