This guide explains how to connect Algodocs with viaSocket and use viaSocket actions to automatically upload and process documents in Algodocs.

Algodocs allows you to extract structured data from documents such as invoices, receipts, forms, and contracts. Using viaSocket, you can automatically send documents from other apps to Algodocs for processing.

Prerequisites

Before connecting Algodocs with viaSocket, make sure you have:

• A viaSocket account
• An Algodocs account
• Algodocs Email Address
• Algodocs API Key
• Extractor ID
• Folder ID

Step 1 — Get Algodocs API Credentials

Follow these steps to get your Algodocs API credentials.

1. Log in to your Algodocs account.
2. Go to:

Integrations → Rest API

• Copy the following:

– Email Address

– API Key

You will need these credentials to connect Algodocs with viaSocket.

Step 2 — Create a Workflow in viaSocket

1. Log in to your viaSocket account.
2. Click: Create Workflow
3. Select a trigger app.

Example triggers:

• Webhook
• Google Drive New File
• Email Attachment Received
• New Record in CRM

4. Configure the trigger.
5. Click: Continue

Step 3 — Add Algodocs Action

1. Click: Add Action.
2. Search for: Algodocs.
3. Select Algodocs.
4. Choose the available action: Upload Document.

Step 4 — Connect Algodocs Account

1. Click: Connect Account
2. Enter the following details: Email Address, API Key
3. Click: Connect

Your Algodocs account will now be connected to viaSocket.

Step 5 — Configure Upload Document Action

After connecting your account, configure the action.

Fill in the required fields.

Required Fields:

1. Extractor ID

Select or enter the Extractor ID used for document processing.

• Go to the ‘Extractors’ page and copy the ID from the ‘ID’ field located to the left of the extractor name you need.

2. Folder ID

Enter the Folder ID where documents will be uploaded.

• How to find the Folder ID:

1. Right-click on the folder you wish to get the ID for.
2. Select “Folder Info” from the menu.

3. In the window that appears, the value shown next to “Id:” is the unique ID of that folder.

File URL

Provide the URL of the document you want to upload.

The file must be publicly accessible.

File Name (Optional)

Provide a custom file name for the uploaded document.

Example: Invoice_January.pdf

Step 6 — Test the Action

Click: Test Action

1. viaSocket will upload the document to Algodocs.
2. If the test is successful, the document will appear inside your Algodocs folder.

Step 7 — Publish Workflow

After testing successfully:

Click: Publish Workflow

Your workflow is now active.

Documents will automatically be uploaded to Algodocs whenever the trigger runs.

Algodocs Actions in viaSocket

Algodocs currently supports the following action:

Upload Document

This action uploads a document to Algodocs and starts the extraction process automatically.

Required Inputs

• Email Address
• API Key
• Extractor ID
• Folder ID
• File URL

Optional Inputs

• File Name

Example Workflow

Automatically Process Invoices

Trigger: New File in Google Drive

Action: Upload Document in Algodocs

Result:

• File automatically uploaded to Algodocs
• Data extraction starts automatically

Supported File Types

Algodocs supports common document formats such as:

• PDF
• PNG
• JPG
• JPEG
• TIFF

Troubleshooting

Authentication Failed

Make sure:

• Email address is correct
• API key is correct

Document Not Uploading

Check:

• File URL is publicly accessible
• Extractor ID is correct
• Folder ID is correct

Notes

• Algodocs supports actions only in viaSocket.
• Algodocs workflows must be triggered by another application.
• Document extraction happens automatically after upload.