Integrations Crystal Ball Docparser
Crystal Ball + Docparser

Connect Crystal Ball and Docparser to Build Intelligent Automations

Choose a Trigger

Crystal Ball

When this happens...

Choose an Action

Docparser

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Enable Integrations or automations with these events of Crystal Ball and Docparser

Enable Integrations or automations with these events of Crystal Ball and Docparser

Actions

List Annotations

List Annotations

List of all available Annotations in the cluster.

Create Annotation in Crystal Ball

Create Annotation in Crystal Ball

Add an annotation in your account for an event.

Delete Annotation

Delete Annotation

Delete an annotation in your account for an event.

Change Annotation

Change Annotation

Change an annotation in your account for an event.

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.

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Frequently Asked Questions

How do I start an integration between Crystal Ball and Docparser?

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

Can we customize how data from Crystal Ball is recorded in Docparser?

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

How often does the data sync between Crystal Ball and Docparser?

The data sync between Crystal Ball and Docparser 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 Crystal Ball to Docparser?

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 Crystal Ball and Docparser?

Yes, you can set conditional logic to control the flow of data between Crystal Ball and Docparser. 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.

Crystal Ball

About Crystal Ball

Crystal Ball is a comprehensive business intelligence and analytics platform designed to provide insights and predictive analytics for businesses. It helps organizations make data-driven decisions by offering tools for data visualization, reporting, and forecasting.

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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.

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