How to export data using Webhooks (Example Zapier)
You can export data after documents are approved in formats such as csv and excel or json using api or webhooks.
In this article, we are going to talk about webhooks. We'll be using zapier for this example but you can use any Webhooks service or create your own.
- Make new zap
- Choose Webhooks
-
Choose catch hooks
-
Copy and update Webhooks in Docsumo
You can add your Webhooks url by going to the 'Setting' page of Docsumo or from download popup from document types.
- Approve sample document from review screen
When you click approve, POST request is send to Webhooks with following payload:-
[
{
"meta_data": {
"title": "Sample Invoice 4.pdf",
"doc_id": "dcb895ac06f248cdbaf348cb8bdeb2cf",
"type": "invoice",
"uploaded_from": "web",
"user_doc_id": null,
"doc_meta_data": "",
"folder_name": "",
"folder_id": "",
"created_at_iso": "2023-07-05T05:09:01+00:00",
"modified_at_iso": "2023-07-05T06:46:50+00:00",
"status": "processed",
"review_url": "https://app.docsumo.com/review-document/dcb895ac06f248cdbaf348cb8bdeb2cf"
},
"data": {
"Basic Information": {
"Invoice Number": {
"value": "2020",
"position": [
1311,
436,
1357,
459
],
"confidence": 1.0,
"review_required": false
},
"Issue Date": {
"value": "13/12/2020",
"position": [
1311,
474,
1424,
497
],
"confidence": 1,
"review_required": false
},
"Terms": {
"value": "Due upon recipt",
"position": [
1311,
515,
1464,
538
],
"confidence": 1,
"review_required": false
},
"Order Id/Tracking No": {
"value": "",
"position": [],
"confidence": 0,
"review_required": true
}
},
"Seller Detail": {
"Name": {
"value": "XYZ COMPANY PVT LTD",
"position": [
105,
311,
375,
338
],
"confidence": 1,
"review_required": false
},
"Address": {
"value": "Texas, USA",
"position": [
105,
349,
218,
375
],
"confidence": 1,
"review_required": false
},
"GST/ VAT Number": {
"value": "",
"position": [],
"confidence": 0,
"review_required": true
}
},
"Buyer Detail": {
"Name": {
"value": "ABC COMPANY PVT LTD",
"position": [
105,
565,
379,
593
],
"confidence": 1,
"review_required": false
},
"Address": {
"value": "Texas, USA",
"position": [
105,
606,
218,
631
],
"confidence": 1,
"review_required": false
},
"GST/ VAT Number": {
"value": "",
"position": [],
"confidence": 0,
"review_required": true
}
},
"GST & Amount": {
"Subtotal": {
"value": 165000.0,
"position": [
1432,
1140,
1548,
1165
],
"confidence": 1,
"review_required": false
},
"Tax Rate": {
"value": 13.0,
"position": [
1484,
1187,
1548,
1213
],
"confidence": 1,
"review_required": false
},
"Tax Total": {
"value": 21450.0,
"position": [
1445,
1235,
1548,
1260
],
"confidence": 1,
"review_required": false
},
"Total Due": {
"value": 186450.13,
"position": [
1432,
1283,
1548,
1308
],
"confidence": 1,
"review_required": false
}
},
"Table": {
"Line Items": [
{
"Description": {
"value": "Cost of Development",
"position": [
105,
805,
326,
831
],
"confidence": 1.0,
"review_required": false
},
"HSN": {
"value": "",
"position": [],
"confidence": 0,
"review_required": true
},
"Quantity": {
"value": 1.0,
"position": [
1072,
805,
1085,
831
],
"confidence": 1.0,
"review_required": false
},
"Unit Price": {
"value": 50000.0,
"position": [
1234,
805,
1298,
831
],
"confidence": 1.0,
"review_required": false
},
"Tax Rate Line": {
"value": "",
"position": [],
"confidence": 0,
"review_required": true
},
"Subtotal Line": {
"value": 50000.0,
"position": [
1484,
805,
1548,
831
],
"confidence": 1.0,
"review_required": false
}
},
{
"Description": {
"value": "Service Fee",
"position": [
105,
853,
223,
878
],
"confidence": 1.0,
"review_required": false
},
"HSN": {
"value": "",
"position": [],
"confidence": 0,
"review_required": true
},
"Quantity": {
"value": 1.0,
"position": [
1072,
853,
1085,
878
],
"confidence": 1.0,
"review_required": false
},
"Unit Price": {
"value": 5000.0,
"position": [
1247,
853,
1298,
878
],
"confidence": 1.0,
"review_required": false
},
"Tax Rate Line": {
"value": "",
"position": [],
"confidence": 0,
"review_required": true
},
"Subtotal Line": {
"value": 5000.0,
"position": [
1496,
853,
1548,
878
],
"confidence": 1.0,
"review_required": false
}
},
{
"Description": {
"value": "Service Fee 2",
"position": [
105,
901,
242,
926
],
"confidence": 1.0,
"review_required": false
},
"HSN": {
"value": "",
"position": [],
"confidence": 0,
"review_required": true
},
"Quantity": {
"value": 1.0,
"position": [
1072,
901,
1085,
926
],
"confidence": 1.0,
"review_required": false
},
"Unit Price": {
"value": 50000.0,
"position": [
1234,
901,
1298,
926
],
"confidence": 1.0,
"review_required": false
},
"Tax Rate Line": {
"value": "",
"position": [],
"confidence": 0,
"review_required": true
},
"Subtotal Line": {
"value": 50000.0,
"position": [
1484,
901,
1548,
926
],
"confidence": 1.0,
"review_required": false
}
},
{
"Description": {
"value": "Service Fee 3",
"position": [
105,
949,
242,
974
],
"confidence": 1.0,
"review_required": false
},
"HSN": {
"value": "",
"position": [],
"confidence": 0,
"review_required": true
},
"Quantity": {
"value": 1.0,
"position": [
1072,
949,
1085,
974
],
"confidence": 1.0,
"review_required": false
},
"Unit Price": {
"value": 5000.0,
"position": [
1247,
949,
1298,
974
],
"confidence": 1.0,
"review_required": false
},
"Tax Rate Line": {
"value": "",
"position": [],
"confidence": 0,
"review_required": true
},
"Subtotal Line": {
"value": 5000.0,
"position": [
1496,
949,
1548,
974
],
"confidence": 1.0,
"review_required": false
}
},
{
"Description": {
"value": "Service Fee 4",
"position": [
105,
996,
242,
1022
],
"confidence": 1.0,
"review_required": false
},
"HSN": {
"value": "",
"position": [],
"confidence": 0,
"review_required": true
},
"Quantity": {
"value": 1.0,
"position": [
1072,
996,
1085,
1022
],
"confidence": 1.0,
"review_required": false
},
"Unit Price": {
"value": 50000.0,
"position": [
1234,
996,
1298,
1022
],
"confidence": 1.0,
"review_required": false
},
"Tax Rate Line": {
"value": "",
"position": [],
"confidence": 0,
"review_required": true
},
"Subtotal Line": {
"value": 50000.0,
"position": [
1484,
996,
1548,
1022
],
"confidence": 1.0,
"review_required": false
}
},
{
"Description": {
"value": "Service Fee 5",
"position": [
105,
1044,
242,
1069
],
"confidence": 1.0,
"review_required": false
},
"HSN": {
"value": "",
"position": [],
"confidence": 0,
"review_required": true
},
"Quantity": {
"value": 1.0,
"position": [
1072,
1044,
1085,
1069
],
"confidence": 1.0,
"review_required": false
},
"Unit Price": {
"value": 5000.0,
"position": [
1247,
1044,
1298,
1069
],
"confidence": 1.0,
"review_required": false
},
"Tax Rate Line": {
"value": "",
"position": [],
"confidence": 0,
"review_required": true
},
"Subtotal Line": {
"value": 5000.0,
"position": [
1496,
1044,
1548,
1069
],
"confidence": 1.0,
"review_required": false
}
}
]
}
}
}
]
-
Add a step
-
Select from next set of steps
-
Add more step, otherwise give a name to the zap and turn it on.
Congrats, you have setup Webhooks!
Updated 3 months ago