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.
Categories
Parseur and Keap Max Classic can also be integrated using automation tools other than zapier:
When this trigger fires in Parseur
Triggers when a new document is successfully parsed. Tables, if present, are flattened.
Then this action happens in Keap Max Classic
Creates a new contact. Can be used to update existing contacts too.
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
First, we need to connect Parseur and Keap Max Classic to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Parseur to Zapier.
Give Zapier access to your Parseur account, using Parseur credentials.
Connect Keap Max Classic to Zapier.
Give Zapier access to your Keap Max Classic account, using Keap Max Classic 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 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
Choose this action: Create/Update Contact (Creates a new contact. Can be used to update existing contacts too.).
Part III
Finally, we need to test this automation and publish it.
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 your scenario and publish to production. Now you have an automatic workflow, that will Create Keap Max Classic contacts from email data using Parseur!
Triggers when a tag gets added to a contact.
Triggers when you add a new contact.
Triggers when you add a new invoice.
Triggers when you add a new opportunity.
Triggers when you add a new payment of any type (Cash, Refund, check, PayPal, etc.)
Triggers when you add a new action for a contact (task, note, or appointment).
Creates a new document in your mailbox.
Uploads a document to a mailbox.
Creates a new mailbox.
Deletes an existing document.
Deletes an exisitng mailbox.
Retrieves an existing document.
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 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.