Docsumo reads invoices, receipts and other documents and extracts their data. FlowMattic watches the status of each document and tells the right people in Slack: finance hears about approved invoices, reviewers hear about documents that need a human check, and admins hear when users change. Accounts payable keeps documents moving without watching the Docsumo queue.
3 triggers 14 actions 5 example workflows 2 ready-made templates Unlimited runs
When this happens in Docsumo3 triggers
Do this in Slack14 actions
1. TriggerDocument Status Change2. ActionSend Channel MessageWhen Docsumo fires Document Status Change, FlowMattic runs Send Channel Message in Slack with the data from that event.
You build this in the FlowMattic workflow builder on your own site. See the setup steps
Each one uses only triggers and actions the two integrations ship today, plus FlowMattic's own tools. Where the library has a ready-made template, import it instead of building from scratch.
Ready-made templateA Filter keeps status changes to approved. Finance sees the document name and type in their channel and can schedule the payment or post the entry.
Document Status ChangeFilterSend Channel Message
View the template When extraction is unsure, Docsumo marks the document for review. Reviewers get the document link in their private channel, so the invoice is checked before it holds up the batch.
Document Status ChangeFilterSend Private Channel Message
A Router sends processed documents to the AP channel, review requests to reviewers and failures to the operations channel, so each status has an owner.
Document Status ChangeRouterSend Channel Message
When the status data includes the extracted total, a Filter passes amounts above your limit and Number Formatter writes them as currency. The controller gets a direct message before payment.
Document Status ChangeFilterNumber FormatterSend Direct Message
User Status Change covers people joining, being deactivated or changing role. The admins' private channel keeps a record of who can see your financial documents.
User Status ChangeSend Private Channel Message
When done, every Docsumo document that reaches approved status is posted to the finance channel.
Under Connects in FlowMattic, add a Slack account that belongs to the finance channel.
Create a workflow with Docsumo's Document Status Change trigger and follow its instructions to link your Docsumo account.
Upload a sample invoice to Docsumo and approve it, so FlowMattic captures a status change with its fields.
Add a Filter that passes only when the status equals the approved value shown in the captured data.
Add Send Channel Message, map the document name, type and link, test it and switch the workflow on.
1. Trigger in Docsumo
Document Status Change
3. Action in Slack
Send Channel Message
Fields mapped from the earlier steps (a typical setup)
| From Docsumo | To Slack |
|---|---|
| Document name | Message: document |
| Document type | Message: type |
| Status | Message: status |
| Document ID | Message: reference |
A trigger starts a workflow. An action is something FlowMattic does in the app as a step.
Docsumo and Slack connect through FlowMattic on your own site, with no separate automation account in the middle and no charge per run.
Approved, review and failed documents go to the people who pay, check or fix them, instead of waiting in one queue.
AP staff see approvals in Slack and only open Docsumo when a document needs them.
FlowMattic runs on your own WordPress site with unlimited runs, so month-end volume adds no per-task cost.
Create a FlowMattic workflow with the Docsumo Document Status Change trigger, add a Filter for the status you want and then Slack's Send Channel Message. Approve a test document to capture the fields, map them in and switch it on.
Yes. Set the Filter to pass only the review status from your captured data. Approved and processed documents then stop at the Filter and only review requests reach Slack.
Yes, if Docsumo sends it with the status event. Look at the captured test data; when the total is there, Number Formatter turns it into a currency amount for the message.
Yes. Add a Google Sheets Add New Row step in the same workflow before the Slack message, using the same document fields.
Did not find your answer? You can browse the help center or ask us directly.
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Reviewed 27 Oct 2026. The example workflows are written with AI from the real triggers and actions of both integrations and checked against them. Docsumo integration 1.0.0, Slack integration 1.0.
