Parseur
Keap Max Classic
zapier

An automated workflow using zapier

Connects Parseur + Keap Max Classic

Create Keap Max Classic contacts from email data using Parseur

About this workflow template

This automation scenario allows you to connect Parseur and Keap Max Classic

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.

Parseur and Keap Max Classic can also be integrated using automation tools other than zapier:

Diagram

Create Keap Max Classic contacts from email data using Parseur
Workflow diagram: Parseur + Keap Max Classic integration

How it works?

When this trigger fires in Parseur

Parseur

New Document Processed in Parseur

Triggers when a new document is successfully parsed. Tables, if present, are flattened.

Then this action happens in Keap Max Classic

Keap Max Classic

Create/Update Contact in Keap Max Classic

Creates a new contact. Can be used to update existing contacts too.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Create Keap Max Classic contacts from email data using Parseur.

Part I

Configure Applications

First, we need to connect Parseur and Keap Max Classic to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Parseur to Zapier.

    Connect Parseur to Zapier.

    Give Zapier access to your Parseur account, using Parseur credentials.

  • Connect Keap Max Classic to Zapier.

    Connect Keap Max Classic to Zapier.

    Give Zapier access to your Keap Max Classic account, using Keap Max Classic 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 Parseur

    Set up a Trigger action for Parseur

    Choose the following trigger: New Document Processed (Triggers when a new document is successfully parsed. Tables, if present, are flattened.).

  • Then set up an Action for Keap Max Classic

    Then set up an Action for Keap Max Classic

    Choose this action: Create/Update Contact (Creates a new contact. Can be used to update existing contacts too.).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between Parseur and Keap Max Classic.

  • Test the workflow and turn it on for production use

    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 Keap Max Classic contacts from email data using Parseur!

Supported triggers and actions

  • Keap Max Classic

    Tag added to contact

    Triggers when a tag gets added to a contact.

    zapier
    triggerbyzapier
  • Keap Max Classic

    New contact

    Triggers when you add a new contact.

    zapierautomateio
    triggerbyzapierautomateio
  • Keap Max Classic

    New invoice

    Triggers when you add a new invoice.

    zapierautomateio
    triggerbyzapierautomateio
  • Keap Max Classic

    New opportunity

    Triggers when you add a new opportunity.

    zapierautomateio
    triggerbyzapierautomateio
  • Keap Max Classic

    New payment

    Triggers when you add a new payment of any type (Cash, Refund, check, PayPal, etc.)

    zapierautomateio
    triggerbyzapierautomateio
  • Keap Max Classic

    New contact action

    Triggers when you add a new action for a contact (task, note, or appointment).

    zapierautomateio
    triggerbyzapierautomateio
  • Parseur

    Create document

    Creates a new document in your mailbox.

    zapier
    actionbyzapier
  • Parseur

    Upload a document

    Uploads a document to a mailbox.

    integromat
    actionbyintegromat
  • Parseur

    Create a mailbox

    Creates a new mailbox.

    integromat
    actionbyintegromat
  • Parseur

    Delete a document

    Deletes an existing document.

    integromat
    actionbyintegromat
  • Parseur

    Delete a mailbox

    Deletes an exisitng mailbox.

    integromat
    actionbyintegromat
  • Parseur

    Get a document

    Retrieves an existing document.

    integromat
    actionbyintegromat

Apps you need

Parseur

Parseur

Data Extraction

Mail parsing and document parsing software

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.

Zapier

Zapier

Automation Platforms

No-code automation service

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.