Connect Docsumo and Upwave to Build Intelligent Automations

Choose a Trigger

Docsumo

When this happens...

Choose an Action

Upwave

Automatically do this!

Enable Integrations or automations with these events of Docsumo and Upwave

Enable Integrations or automations with these events of Docsumo and Upwave

Actions

Folder Creation

Folder Creation

Create a new folder in your Docsumo account to organize and categorize documents.

Create Card

Create Card

Creating a new Card in Upwave .

List Workspaces

List Workspaces

get all Workspaces.

List Members

List Members

get all Members.

Request a new Action for Docsumo

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Frequently Asked Questions

How do I start an integration between Docsumo and Upwave?

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

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

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

How often does the data sync between Docsumo and Upwave?

The data sync between Docsumo and Upwave 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 Upwave?

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 Upwave?

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

About Upwave

Upwave is a versatile project management and collaboration tool designed to help teams streamline their workflows, track progress, and achieve their goals efficiently. With features like task management, visual boards, and real-time collaboration, Upwave empowers teams to stay organized and productive.

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