Create integrations between Docparser and Kylas CRM
Upload a Document in Docparser when New Lead in Kylas CRM
List Document Parsers in Docparser when New Lead in Kylas CRM
List Parser Model Layouts in Docparser when New Lead in Kylas CRM
Fetch Document From Url in Docparser when New Lead in Kylas CRM
Fetch Data Of a Document in Docparser when New Lead in Kylas CRM
Upload a Document in Docparser when New Contact in Kylas-crm
List Document Parsers in Docparser when New Contact in Kylas-crm
List Parser Model Layouts in Docparser when New Contact in Kylas-crm
Fetch Document From Url in Docparser when New Contact in Kylas-crm
Fetch Data Of a Document in Docparser when New Contact in Kylas-crm
Actions and Triggers
When this happensTriggers
New Lead
Triggers when a new lead is created in Kylas CRM.
New Contact
Triggers when a new contact is added in Kylas CRM.
New Deal
Triggers when a new deal is generated in the system.
Do thisActions
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 Document Parsers
fetch all the document parser
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
Create Lead
Creates a new lead in Kylas CRM.
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Frequently Asked Questions
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 Kylas CRM
Kylas CRM is a robust customer relationship management platform designed to streamline sales processes, enhance customer interactions, and drive business growth. It offers a suite of tools for managing leads, tracking sales activities, and analyzing performance metrics, making it an ideal solution for businesses looking to optimize their sales operations.
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