Connect Docsumo and Segmetrics to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Docsumo
Choose an Action
Automatically do this!
Get Contact by Email
Add or Update Contact
Add Tag to Contact
Add Purchase to Contact
Adds subscription
Remove Tags to Contact
Enable Integrations or automations with these events of Docsumo and Segmetrics
Enable Integrations or automations with these events of Docsumo and Segmetrics
Actions
Folder Creation
Create a new folder in your Docsumo account to organize and categorize documents.
Get Contact by Email
Returns the full customer journey of a single contact by email
Add or Update Contact
Adds a contact to the specified SegMetrics integration.
Add Tag to Contact
Add Tags to given contact.
Add Purchase to Contact
Adds a purchase to the specified SegMetrics integration.
Adds subscription
Adds a subscription to the existing contact. If the subscription id already exist, it will be updated.
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Frequently Asked Questions
To start, connect both your Docsumo and Segmetrics accounts to viaSocket. Once connected, you can set up a workflow where an event in Docsumo triggers actions in Segmetrics (or vice versa).
Absolutely. You can customize how Docsumo data is recorded in Segmetrics. This includes choosing which data fields go into which fields of Segmetrics, setting up custom formats, and filtering out unwanted information.
The data sync between Docsumo and Segmetrics 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 Segmetrics. 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 Segmetrics
SegMetrics gives you clarity on where your leads come from, how they act, and how much your marketing is really worth.
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