An automated workflow using integromat
Connects Parseur + Gmail
Send an email via Gmail for new Parseur documents with status "New Template Needed"
About this workflow template
This automation scenario allows you to connect Parseur and Gmail
It can be build using Integromat, a no-code workflow automation tool. Integromat 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.
Categories
Parseur and Gmail can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in Parseur
Watch Template Needed in Parseur
Triggers when a template is needed.
Then this action happens in Gmail
Send an Email in Gmail
Sends a new email.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Send an email via Gmail for new Parseur documents with status "New Template Needed".
Part I
Configure Applications
First, we need to connect Parseur and Gmail to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Parseur to Make.com.
Give Make.com access to your Parseur account, using Parseur credentials.
Connect Gmail to Make.com.
Give Make.com access to your Gmail account, using Gmail credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for Parseur
Choose the following trigger: Watch Template Needed (Triggers when a template is needed.).
Then set up an Action for Gmail
Choose this action: Send an Email (Sends a new email.).
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 Parseur and Gmail.
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 Send an email via Gmail for new Parseur documents with status "New Template Needed"!
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Triggers when you receive a new email that matches a search string you provide.
triggerbyzapieralbatopipedreamNew labeled email
Triggers when you label an email.
triggerbyzapierpipedreamNew attachment
Triggers when you receive a new attachment (triggers once per attachment).
triggerbyzapierWatch emails
Triggers when a new email is received to be processed according to specified criteria.
triggerbyintegromatNew starred email
Triggers when you receive a new email and star it within two days.
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Create document
Creates a new document in your mailbox.
actionbyzapierUpload a document
Uploads a document to a mailbox.
actionbyintegromatCreate a mailbox
Creates a new mailbox.
actionbyintegromatDelete a document
Deletes an existing document.
actionbyintegromatDelete a mailbox
Deletes an exisitng mailbox.
actionbyintegromatGet a document
Retrieves an existing document.
actionbyintegromat
Apps you need
Automate your data entry process with ease using Parseur. Extract structured data from emails, attachments, and documents, and send it to your favorite application in real time with just a few clicks.
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
