What do you want to automate
with Docsumo and Freshsales?
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Popular Ways to Connect Docsumo with Freshsales#
Popular Docsumo and Freshsales Actions#
Create a new contact in your Freshsales account. See the documentation
Create a new deal in your Freshsales account. See the documentation
Fetch all contacts from your Freshsales account. See the documentation
Fetch all deals from your Freshsales account. See the documentation
Overview of Docsumo#
The Docsumo API offers robust capabilities for extracting and processing data from various types of documents, like invoices, receipts, and bank statements. It applies intelligent OCR (Optical Character Recognition) to transform unstructured documents into structured data. With Pipedream, you can harness this power to automate workflows, such as digitizing financial records, validating document data, or integrating extracted information into databases or other apps, all with minimal code.
Connect Docsumo#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
docsumo: {
type: "app",
app: "docsumo",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://app.docsumo.com/api/v1/eevee/apikey/limit/`,
headers: {
"X-API-KEY": `${this.docsumo.$auth.api_key}`,
},
})
},
})
Overview of Freshsales#
The Freshsales API offers a suite of functionalities to enhance your CRM experience by automating sales processes, syncing customer data, and integrating with other business applications. By leveraging Pipedream's serverless platform, you can create custom automations that trigger actions within Freshsales or in other apps, based on events in Freshsales. This opens up possibilities for sales teams to streamline lead management, enhance customer engagement, and analyze sales performance.
Connect Freshsales#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
freshsales: {
type: "app",
app: "freshsales",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://${this.freshsales.$auth.bundle_alias}/api/tasks?filter=open&include=owner`,
headers: {
"Content-Type": `application/json`,
"Authorization": `Token token=${this.freshsales.$auth.api_key}`,
},
})
},
})
Trusted by 1,000,000+ developers from startups to Fortune 500 companies