Connect Docparser and Microsoft Dynamics CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Docparser
Choose an Action
Automatically do this!
Create Account
Create Contact
Create Opportunity
Create Lead
Create Case/Incident
Create Order
Ready to use Docparser and Microsoft Dynamics CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Account
Triggers when new account is created
New Contact
Triggers when new contact is created
New Case/Incident
Triggers when new case/incident created
New Invoice
Triggers when new invoice is created
New Lead
Triggers when new lead is created
New Opportunity
Triggers when new opportunity is craeted
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
Create Account
Creates a new account
Create Contact
Creates a new contact
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Step by step guides to integrate Docparser and Microsoft Dynamics CRM
Frequently Asked Questions
To start, connect both your Docparser and Microsoft Dynamics CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Docparser triggers actions in Microsoft Dynamics CRM (or vice versa).
Absolutely. You can customize how Docparser data is recorded in Microsoft Dynamics CRM. This includes choosing which data fields go into which fields of Microsoft Dynamics CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Docparser and Microsoft Dynamics 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 Docparser and Microsoft Dynamics 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 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 Microsoft Dynamics CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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