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Triggers run when new items are added to a document list. Docsumo has two triggers:-
a) Get Document LIst - All
This trigger runs when a document is added to the Docsumo platform.
You can also add additional parameters to these triggers making sure that they run only when documents are added to a certain status or a document type.
b) Get Document LIst - Processed
This trigger runs when a document is added to 'processed' status to the Docsumo platform.
Actions push or put new data. Docsumo has two actions:-
a) Upload file
You can upload files using this action. You can connect any trigger to this. One such trigger can be when file is added to G-drive, Box or Dropbox, or Webhooks.
b) Extracted Data
This action pulls data using document id
doc_id. You can combine this with Get Document LIst - Processed trigger so that when documents are pushed to processed, it pulls the data and pass to the next step.
Updated 8 months ago