Connect Docsumo and Wally to Build Intelligent Automations

Choose a Trigger

Docsumo

When this happens...

Choose an Action

Wally

Automatically do this!

Enable Integrations or automations with these events of Docsumo and Wally

Enable Integrations or automations with these events of Docsumo and Wally

Actions

Folder Creation

Folder Creation

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

Request a new Action for Docsumo

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between Docsumo and Wally?

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

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

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

How often does the data sync between Docsumo and Wally?

The data sync between Docsumo and Wally 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 Wally?

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 Wally?

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

Learn More
Wally

About Wally

Wally is a comprehensive personal finance management platform that helps users track their expenses, set budgets, and achieve their financial goals. With intuitive tools and insights, Wally empowers individuals to take control of their financial well-being.

Learn More