Connect Airparser and Salesforce to Build Intelligent Automations

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Airparser

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Salesforce

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Contact

New Contact

Triggers when a new Contact is created.

New Lead

New Lead

Triggers when a new Lead is created.

New Record

New Record

Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

Updated Record

Updated Record

Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

New Case Attachment

New Case Attachment

Triggers when a new Attachment is added to a case.

New Task

New Task

Triggers when a new task is created.

Do thisActions

Action is the task that follows automatically within your Airparser integrations.

Extract Document Data

Extract Document Data

Upload a document by URL to Airparser and return the extracted data.

Upload document

Upload document

Add a file from a public URL to a selected Airparser inbox, optionally setting a custom filename and metadata.

List documents

List documents

Fetch documents from a selected Airparser inbox for review or processing.

Fetch document

Fetch document

Retrieve the selected document’s parsed data, metadata, and image previews.

Add Contact to Campaign

Add Contact to Campaign

Adds an existing contact to an existing campaign.

Add Lead to Campaign

Add Lead to Campaign

Adds an existing lead to an existing campaign.

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Frequently Asked Questions

How do I start an integration between Airparser and Salesforce?

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

Can we customize how data from Airparser is recorded in Salesforce?

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

How often does the data sync between Airparser and Salesforce?

The data sync between Airparser and Salesforce 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 Airparser to Salesforce?

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 Airparser and Salesforce?

Yes, you can set conditional logic to control the flow of data between Airparser and Salesforce. 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.

Airparser

About Airparser

Airparser is a GPT-powered data extraction tool. Extract structured data from PDFs, emails, HTML, texts, images and more.

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Salesforce

About Salesforce

Salesforce is a leading cloud-based customer relationship management (CRM) platform that provides businesses with tools to manage customer interactions, sales processes, and marketing campaigns. It offers a comprehensive suite of applications for sales, service, marketing, and more, enabling organizations to streamline operations and enhance customer engagement.

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