Connect Docparser and Engage to Build Intelligent Automations

Choose a Trigger

Docparser

When this happens...

Choose an Action

Engage

Automatically do this!

Enable Integrations or automations with these events of Docparser and Engage

Enable Integrations or automations with these events of Docparser and Engage

Actions

Upload a Document

Upload a Document

Upload a new document to Docparser for immediate parsing; to receive results, ensure a separate Zap with the "New Parsed Data Available" Trigger is set up.

List Parser Model Layouts

List Parser Model Layouts

list of all the Model Layouts for a specific parser linked to your account.

Fetch Document From Url

Fetch Document From Url

get the document from the given url

Fetch Data Of a Document

Fetch Data Of a Document

get a document data from the document ID

Create New Customer

Create New Customer

Create a new customer

Track User Event

Track User Event

Record an event on a user's profile in Engage.

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between Docparser and Engage?

To start, connect both your Docparser and Engage accounts to viaSocket. Once connected, you can set up a workflow where an event in Docparser triggers actions in Engage (or vice versa).

Can we customize how data from Docparser is recorded in Engage?

Absolutely. You can customize how Docparser data is recorded in Engage. This includes choosing which data fields go into which fields of Engage, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Docparser and Engage?

The data sync between Docparser and Engage typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Docparser to Engage?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Docparser and Engage?

Yes, you can set conditional logic to control the flow of data between Docparser and Engage. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Docparser

About Docparser

Docparser is a cloud-based document data extraction tool which automates the process of converting PDFs, Microsoft Office documents, and other formatted files into structured data. Docparser can be used to automate various business processes by capturing data fields from your documents and feeding the parsed data into other software applications.

Learn More
Engage

About Engage

Engage is a powerful platform designed to enhance customer interactions and streamline communication processes. It offers tools for managing customer relationships, automating marketing efforts, and improving engagement strategies.

Learn More