Connect optix and Docsumo to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for optix
Choose an Action
Automatically do this!
Folder Creation
Enable Integrations or automations with these events of optix and Docsumo
Enable Integrations or automations with these events of optix and Docsumo
Actions
Folder Creation
Create a new folder in your Docsumo account to organize and categorize documents.
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- text is aiReplytoCommentSend a Private ReplyAdd Step
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Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
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Frequently Asked Questions
To start, connect both your optix and Docsumo accounts to viaSocket. Once connected, you can set up a workflow where an event in optix triggers actions in Docsumo (or vice versa).
Absolutely. You can customize how optix 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 optix 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 optix 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 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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