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Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Docsumo with Pulseem - no code necessary. See how you can get setup in minutes.

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Docsumo logo
Docsumo
Docsumo logo
Docsumo
1. Choose trigger event
Pulseem logo
Pulseem
Pulseem logo
Pulseem
2. Choose action
Docsumo logo
1. Select the event
Setup
Test
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Docsumo
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Document Status Changed" from Docsumo.

Add your action

An action happens after the trigger—such as "Change Direct Client Status" in Pulseem.

You’re connected!

Zapier seamlessly connects Docsumo and Pulseem, automating your workflow.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Docsumo to Pulseem integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Connect Docsumo and Pulseem to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Integration categories

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
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Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

triggers, actions, or triggers and actions
    • Document Type
      Required
    Trigger
    Instant
    Try It
    • Group Id
      Required
    Trigger
    Polling
    Try It
    • Group ID
      Required
    • Email
    • First Name
    • Last Name
    • Telephone
    • Cellphone
    • Address
    • City
    • State
    • Country
    • ZIP
    • Birth Date
    • Reminder Date
    • Company
    • Extra Date 1
    • Extra Date 2
    • Extra Date 3
    • Extra Date 4
    • Extra Field 1
    • Extra Field 2
    • Extra Field 3
    • Extra Field 4
    • Extra Field 5
    • Extra Field 6
    • Extra Field 7
    • Extra Field 8
    • Extra Field 9
    • Extra Field 10
    • Extra Field 11
    • Extra Field 12
    • Extra Field 13
    • Need Optin
    • Overwrite
    • Overwrite Option
    • Optin Type
    • Product ID
    • Product Category Name
    • Image URL
    • Name
    • Description
    • Quantity
    • Price
    • Code
    • href Url
    • Event Type
    • Event Source
    Action
    Write
    • emails
    • Phones
    Action
    Write
    • File or File URL
      Required
    • Document Type
      Required
    Action
    Write
    • emails
    • Change Email Status
    • Phones
    • Change Phone Status
    Action
    Write
    • Group ID
      Required
    • Email
    • First Name
    • Last Name
    • Telephone
    • Cellphone
    • Address
    • City
    • State
    • Country
    • Zip
    • Birthday
    • Reminder Date
    • Company
    • Extra Date 1
    • Extra Date 2
    • Extra Date 3
    • Extra Date 4
    • Extra Field 1
    • Extra Field 2
    • Extra Field 3
    • Extra Field 4
    • Extra Field 5
    • Extra Field 6
    • Extra Field 7
    • Extra Field 8
    • Extra Field 9
    • Extra Field 10
    • Extra Field 11
    • Extra Field 12
    • Extra Field 13
    • Need Option
    • Optin Type
    • Overwrite
    • OverwriteOption
    Action
    Write
    • send Id
    • Start Date Time
    • End Date Time
    • External Ref
    Action
    Write
docsumo logo
docsumo logo
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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Related categories
Documents
pulseem logo
pulseem logo
About Pulseem
Pulseem is a marketing platform that helps you automate your marketing processes. It allows you to send Email, SMS, MMS, Push Notifications and create stunning Landing Pages.
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Related categories
Marketing Automation
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App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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