This automation scenario allows you to connect Docparser and QuickBooks Online
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots 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.
Categories
Docparser and QuickBooks Online can also be integrated using automation tools other than zapier:
When this trigger fires in Docparser
Triggers whenever a new Document is processed and parsed data is available.
Then this action happens in QuickBooks Online
Adds a new invoice (with line item support).
This guide contains information on how to set up an automatic workflow that allows to Create invoices on Quickbooks Online from PDF documents.
Part I
First, we need to connect Docparser and QuickBooks Online 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 QuickBooks Online to Zapier.
Give Zapier access to your QuickBooks Online account, using QuickBooks Online credentials.
Part II
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 QuickBooks Online
Choose this action: Create Invoice (Adds a new invoice (with line item support).).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Docparser and QuickBooks Online.
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 Create invoices on Quickbooks Online from PDF documents!
Triggers when you add a new customer.
Triggers when you add a new invoice.
Triggers when a payment is received (with line item support).
Triggers when a new event is created.
Triggers when you add a new estimate.
Triggers when a new sales receipt is added (with line item support).
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).
Uploads a document to parse.
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).
Performs an arbitrary authorized API call.
Uploads a document that is stored under a publicly accessible URL.
Retrieves a parsed document.
QuickBooks Online alternatives
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