Connect Docparser and Moskit to Build Intelligent Automations

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Docparser

When this happens...

Choose an Action

Moskit

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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 contact is created in Moskit.

New Project

New Project

Triggers when a new project is created.

New Company

New Company

Triggers when a new company is created.

New Activity

New Activity

Triggers when a new Activity is created.

New Deal

New Deal

Trigger when new deal is created in Moskit Account.

Request a new Trigger for Docparser

Do thisActions

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

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.

Fetch Document From Url

Fetch Document From Url

get the document from the given url

Fetch Data Of a Document

Fetch Data Of a Document

get a document data from the document ID

Add Deal Note

Add Deal Note

Create note in deal.

Add Project Note

Add Project Note

Add note in Project

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Frequently Asked Questions

How do I start an integration between Docparser and Moskit?

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

Can we customize how data from Docparser is recorded in Moskit?

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

How often does the data sync between Docparser and Moskit?

The data sync between Docparser and Moskit 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 Docparser to Moskit?

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 Docparser and Moskit?

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

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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Moskit

About Moskit

Moskit is a powerful CRM platform designed to streamline and enhance customer relationship management processes. It offers a suite of tools to help businesses manage their sales pipeline, track customer interactions, and improve overall sales efficiency. With Moskit, teams can collaborate effectively, automate routine tasks, and gain valuable insights into customer behavior, ultimately driving better sales outcomes.

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