Connect Docsumo and Google Sheets

Docsumo reads invoices, receipts and statements and pulls out the fields you need. FlowMattic takes that extracted data when a document's status changes and writes it into Google Sheets, so accounts teams get a ready ledger of supplier invoices, with line items, duplicates flagged and every document's review status visible.

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9 triggers 19 actions 6 example workflows 2 ready-made templates Unlimited runs

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When this happens in Docsumo3 triggers

Do this in Google Sheets19 actions

1. TriggerDocument Status Change

2. ActionAdd New Row

When Docsumo fires Document Status Change, FlowMattic runs Add New Row in Google Sheets with the data from that event.

You build this in the FlowMattic workflow builder on your own site. See the setup steps

Docsumo and Google Sheets workflows you can build

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 template

Add extracted invoice data to a Google Sheets row

When a document's status changes, its extracted fields, such as supplier, invoice number, date and total, are written as a row, ready for the bookkeeper to check and pay.

Document Status ChangeAdd New Row

View the template

Write only documents a reviewer has approved

A Filter checks the new status and passes approved documents only, so figures in the sheet have been through Docsumo's human review before anyone relies on them.

Document Status ChangeFilterAdd New Row

Add one row per invoice line item

Line item tables come through as a list. An Iterator loops over it and writes each item with its quantity and price, which lets you analyse spend by product or cost code.

Document Status ChangeIteratorAdd New Row

Catch invoices that were already entered

Search the invoice number before writing. A Router adds new invoices and sends repeats to an email for the accounts team, so the same bill is not paid twice.

Document Status ChangeLookup Row DataRouterAdd New RowEmail (SMTP)

Track each document's status in one row

Find the document by its ID and update the status column each time it moves, from processing to review to approved, so stuck documents are easy to spot.

Document Status ChangeLookup Row DataUpdate Row

Keep an access log of Docsumo user changes

User Status Change logs each change to a team member's status, giving the finance manager a simple record of who could review documents and when.

User Status ChangeAdd New Row

Set up: extracted data as rows

At the end, each document whose status changes in Docsumo is written to your sheet with its extracted fields.

Prepare the ledger
Create a sheet with Document ID, Supplier, Invoice number, Invoice date, Total, Currency and Status columns.
Trigger on Document Status Change
Create a workflow with Docsumo and Document Status Change, and add the webhook the trigger describes to your Docsumo account.
Process a sample document
Upload an invoice to Docsumo and let it finish, so FlowMattic captures a status change with extracted data.
Write the row
Connect Google Sheets, add Add New Row, map the extracted fields to the columns, test and switch the workflow on.

Import the ready-made template Beginner, about 5 min to set up

From Docsumo	To Google Sheets
Document ID	Document ID
Supplier name	Supplier
Invoice number	Invoice number
Invoice date	Invoice date
Total amount	Total
Status	Status

Triggers and actions in this pair

A trigger starts a workflow. An action is something FlowMattic does in the app as a step.

Good to know

A document changes status several times, and each change starts a run. Filter on the status you want, or use the tracker example, to avoid several rows per document.
Extracted field names depend on the document type and your Docsumo setup, so the mapping above is an example.
The sheet receives Docsumo's data. Correcting a value in the sheet does not change the document in Docsumo.

Docsumo

Integration page

Triggers (3)

Document Status ChangeTriggers when document status is changed.
User Status ChangeTriggers when user status is changed.
Other Miscellaneous StatusTriggers when the miscellaneous event occurs.

Google Sheets

Integration page

Triggers (6)

New Spreadsheet RowTrigger when a new row is added to the spreadsheet
New Or Updated Spreadsheet RowTrigger when a row is updated in the spreadsheet
Deleted Spreadsheet RowTrigger when a row is deleted from the spreadsheet
Update Cell DataTrigger when any cell is updated in the spreadsheet
Update Specific Cell DataTrigger when a specific cell is updated in the spreadsheet
Update Specific Column ValueTrigger when a specific column value is updated in the spreadsheet

Actions (19)

Add New RowAdd a new row with mapped data
Update RowUpdate existing row in specific spreadsheet with mapped data
Delete RowDelete row by ID in specific spreadsheet
Clear Row DataClear data or row by ID in specific spreadsheet
Lookup Row DataSearch for data in specific spreadsheet
Get Cell DataGet data for particular cell in specific spreadsheet
Update Cell DataUpdate data for particular cell in specific spreadsheet
Get Row CountGet total number of rows in specific spreadsheet
Get Row DataGet rows data from the sheet based on specified range
Create Spreadsheet ColumnCreate a new column in specific spreadsheet
Create New SheetCreate a new sheet in specific spreadsheet
Import CSV or JSON to Existing SheetImport CSV or JSON data to existing sheet in specific spreadsheet
Copy SheetCopy a sheet to another or within the same spreadsheet
Get RowsRetrieve rows in JSON format for use with Iterator
Export sheet to CSVExport the selected sheet to CSV format and save to WordPress Media Library
Export Sheet to ExcelExport the spreadsheet to Excel (.xlsx) format and save to WordPress Media Library
Export Sheet to PDFExport the spreadsheet to PDF format and save to WordPress Media Library
Export Sheet to OpenDocumentExport the spreadsheet to OpenDocument (.ods) format and save to WordPress Media Library
Export Sheet to TSVExport the selected sheet to TSV format and save to WordPress Media Library

Why run this pair with FlowMattic

Docsumo and Google Sheets connect through FlowMattic on your own site, with no separate automation account in the middle and no charge per run.

Invoice data with no retyping

Supplier, number, date and total arrive in the sheet already split into columns, ready for approval and payment runs.

Financial documents stay on your server

Extracted data goes from Docsumo through your own WordPress site to Google, not through another automation account.

Month-end volume, same cost

Runs are unlimited, so a month-end pile of hundreds of invoices costs nothing extra to log.

Common questions

Which Docsumo data can go into Google Sheets?

The fields Docsumo extracts from the document, along with its ID and status. Process a sample document of each type you use so FlowMattic sees all of its fields before you map them.

How do I avoid several rows for one document?

Filter on the status you care about, such as approved, or search the document ID with Lookup Row Data and update its row instead of adding a new one.

Can line items go into separate rows?

Yes. Put an Iterator on the line item list and run Add New Row inside it. Each item becomes a row, with the invoice number repeated so you can group them.

Can I flag duplicate invoices?

Yes. Look up the invoice number before writing and use a Router: Add New Row when it is new, an email to the accounts team when it is already in the sheet.

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, Google Sheets integration 2.2.4.