Connect Docsumo and Wodify to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Docsumo
Choose an Action
Automatically do this!
List Clients
List Memberships
Place Membership On Hold
Delete Membership
Create Membership
Update Membership
Create Payment Plan Template
Get Monthly Member Birthday Report
Get Invoices
Activate or Deactivate Client
Enable Integrations or automations with these events of Docsumo and Wodify
Enable Integrations or automations with these events of Docsumo and Wodify
Actions
Folder Creation
Create a new folder in your Docsumo account to organize and categorize documents.
List Clients
Get a list of clients and their basic profile details.
List Memberships
Retrieve memberships in pages; supports sorting and setting page number and page size.
Place Membership On Hold
Put a membership on hold for specific start and end dates.
Delete Membership
Delete a client's membership by its membership ID.
Create Membership
Create a client membership from a template with a payment plan; optionally add attendance limits, expiration, discounts, locations, or programs.
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Frequently Asked Questions
To start, connect both your Docsumo and Wodify accounts to viaSocket. Once connected, you can set up a workflow where an event in Docsumo triggers actions in Wodify (or vice versa).
Absolutely. You can customize how Docsumo data is recorded in Wodify. This includes choosing which data fields go into which fields of Wodify, setting up custom formats, and filtering out unwanted information.
The data sync between Docsumo and Wodify 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 Wodify. 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.
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