Connect Trengo and Docsumo to Build Intelligent Automations

Choose a Trigger

Trengo

When this happens...

Choose an Action

Docsumo

Automatically do this!

Enable Integrations or automations with these events of Trengo and Docsumo

Enable Integrations or automations with these events of Trengo and Docsumo

Actions

Create a profile

Create a profile

Creates a profile

Get a Contact

Get a Contact

Get a Contact by id.

Update a profile

Update a profile

Update a profile by ID.

Delete a profile

Delete a profile

Delete a profile by ID.

Create a note

Create a note

Create a note to profile.

Attach a contact

Attach a contact

Attach a contact

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Frequently Asked Questions

How do I start an integration between Trengo and Docsumo?

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

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

Absolutely. You can customize how Trengo 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 Trengo and Docsumo?

The data sync between Trengo 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 Trengo 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 Trengo and Docsumo?

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

Trengo

About Trengo

Trengo is a team collaboration tool to manage conversations from channels such as web chat, email and WhatsApp via one inbox.

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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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