Connect smartloop and Docsumo to Build Intelligent Automations

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smartloop

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Docsumo

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Enable Integrations or automations with these events of smartloop and Docsumo

Enable Integrations or automations with these events of smartloop and Docsumo

Actions

Folder Creation

Folder Creation

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

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Frequently Asked Questions

How do I start an integration between smartloop and Docsumo?

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

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

Absolutely. You can customize how smartloop 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.

How often does the data sync between smartloop and Docsumo?

The data sync between smartloop and Docsumo 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 smartloop to Docsumo?

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 smartloop and Docsumo?

Yes, you can set conditional logic to control the flow of data between smartloop 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.

smartloop

About smartloop

Simplicity and automation. Sell more by using conversational AI to collect leads, nurture and engage with better insights. Enjoy improved CTR by elevating your email marketing.

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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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