Connect LiveChat and Docsumo to Build Intelligent Automations
Choose a Trigger
When this happens...
New Chat
Finished Chat
Chat Changed
Choose an Action
Automatically do this!
Folder Creation
Ready to use LiveChat and Docsumo automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Chat
Triggers when the chat is started.
Finished Chat
Triggers when the chat is ended.
Chat Changed
Triggers when the tag list for a chat was changed.
Do thisActions
Action is the task that follows automatically within your LiveChat integrations.
Folder Creation
Create a new folder in your Docsumo account to organize and categorize documents.
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Frequently Asked Questions
To start, connect both your LiveChat and Docsumo accounts to viaSocket. Once connected, you can set up a workflow where an event in LiveChat triggers actions in Docsumo (or vice versa).
Absolutely. You can customize how LiveChat data is recorded in Docsumo. This includes choosing which data fields go into which fields of Docsumo, setting up custom formats, and filtering out unwanted information.
The data sync between LiveChat and Docsumo 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 LiveChat and Docsumo. 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 LiveChat
LiveChat is the faster way to contact your customers. It is a web-based chat tool that lets you chat with your website visitors.
Learn MoreAbout 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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