Connect Docparser and Financial Cents to Build Intelligent Automations
Ready to use Docparser and Financial Cents automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when a new contact is created.
New Client
When new client is created
Update Contact
Trigge when contact updated
Update Client
Trigger when client updated
Delete Contact
Trigger when contact delete .
Delete Client
Trigger when client delete.
Do thisActions
Action is the task that follows automatically within your Docparser integrations.
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 of all the Model Layouts for a specific parser linked to your account.
Fetch Document From Url
get the document from the given url
Fetch Data Of a Document
get a document data from the document ID
Find Clients
Finds a client based on name.
Create Contact
Create a new contact.
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Frequently Asked Questions
To start, connect both your Docparser and Financial Cents accounts to viaSocket. Once connected, you can set up a workflow where an event in Docparser triggers actions in Financial Cents (or vice versa).
Absolutely. You can customize how Docparser data is recorded in Financial Cents. This includes choosing which data fields go into which fields of Financial Cents, setting up custom formats, and filtering out unwanted information.
The data sync between Docparser and Financial Cents 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 Docparser and Financial Cents. 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 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 MoreAbout Financial Cents
Financial Cents is a project and customer management software for bookkeepers and accountants
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