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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contract
Triggers when a new contract is created
New Customer
Triggers when a new customer is added
New Lead
Triggers when a new lead is created
New Project
Triggers when a new project is created
New Task
Triggers when a new task is created
New Ticket
Triggers when a new ticket is created
Do thisActions
Action is the task that follows automatically within your Airparser integrations.
Extract Document Data
Upload a document by URL to Airparser and return the extracted data.
Upload file to Airparser inbox
Upload a file from a public URL into a chosen Airparser inbox. Optionally set a custom filename and metadata.
List documents
Fetch documents from a selected Airparser inbox for review or processing.
Fetch document
Retrieve the selected document’s parsed data, metadata, and image previews.
Create Lead
Creates a new lead
Create Contract
Creates a contract in the system
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Frequently Asked Questions
To start, connect both your Airparser and Perfex CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Airparser triggers actions in Perfex CRM (or vice versa).
Absolutely. You can customize how Airparser data is recorded in Perfex CRM. This includes choosing which data fields go into which fields of Perfex CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Airparser and Perfex CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Airparser and Perfex CRM. 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.
About Airparser
Airparser is a GPT-powered data extraction tool. Extract structured data from PDFs, emails, HTML, texts, images and more.
Learn MoreAbout Perfex CRM
Perfex CRM is a customer relationship management software designed to help businesses manage their interactions with current and potential customers. It offers features such as client management, project management, invoicing, and support ticketing, making it ideal for small to medium-sized businesses looking to streamline their operations and improve customer engagement.
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