An automated workflow using zapier
Connects Docparser + Salesforce
Add new parsed data from Docparser to Salesforce records
About this workflow template
This automation scenario allows you to connect Docparser and Salesforce
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Docparser and Salesforce can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in Docparser
Parsed Document Data Available in Docparser
Triggers whenever a new Document is processed and parsed data is available.
Then this action happens in Salesforce
Update Record in Salesforce
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Add new parsed data from Docparser to Salesforce records.
Part I
Configure Applications
First, we need to connect Docparser and Salesforce to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Docparser to Zapier.
Give Zapier access to your Docparser account, using Docparser credentials.
Connect Salesforce to Zapier.
Give Zapier access to your Salesforce account, using Salesforce credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Docparser
Choose the following trigger: Parsed Document Data Available (Triggers whenever a new Document is processed and parsed data is available.).
Then set up an Action for Salesforce
Choose this action: Update Record (Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Docparser and Salesforce.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Add new parsed data from Docparser to Salesforce records!
Related Automation Templates
Supported triggers and actions
New record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
triggerbyzapierUpdated field on record
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
triggerbyzapierpabbly-connectUpdated record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
triggerbyzapierWatch records in an object
Triggers when a record in an object is created or updated.
triggerbyintegromatNew outbound message
Triggers when a new outbound message is received in Salesforce.
triggerbyzapierOpportunity was won
This Trigger fires every time an Opportunity changes to the "Closed Won" stage. Note: For realtime notifications, you or your Salesforce administrator must install the IFTTT Salesforce Package. For more details see: ift.tt/salesforce
triggerbyifttt
Upload document
Uploads a new document to Docparser which will immediately begin parsing after reception. (To receive the parsing results, you'll need a separate Zap listening for the "New Parsed Data Available" Trigger).
actionbyzapierintegratelyUpload a document
Uploads a document to parse.
actionbyintegromatFetch document from url
Fetches a new document from a publicly accessible URL and imports it into Docparser to begin parsing. (To receive the parsing results, you'll need a separate Zap listening for the "New Parsed Data Available" Trigger).
actionbyzapierintegratelyMake an api call
Performs an arbitrary authorized API call.
actionbyintegromatUpload a document from a url
Uploads a document that is stored under a publicly accessible URL.
actionbyintegromatpabbly-connectGet parsed document
Retrieves a parsed document.
actionbyintegromatpabbly-connect
Apps you need
Salesforce is the world's top-rated Customer Success Platform and #1 Cloud-based CRM application. It unites all departments with a shared view of every customer and boosts sales productivity with industry-specific apps and best practices.
Salesforce alternatives
Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.
