Connect Docparser and OnePage CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Docparser
Choose an Action
Automatically do this!
Create Contact hold
Create Call
Create Deal
Create Note
Create Action
Update Deal
Find Contact
Find Deal
Find User
Enable Integrations or automations with these events of Docparser and OnePage CRM
Enable Integrations or automations with these events of Docparser and OnePage CRM
Actions
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 Contact hold
Creates a new contact in OnePageCRM.
Create Call
Create a call
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Frequently Asked Questions
To start, connect both your Docparser and OnePage CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Docparser triggers actions in OnePage CRM (or vice versa).
Absolutely. You can customize how Docparser data is recorded in OnePage CRM. This includes choosing which data fields go into which fields of OnePage CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Docparser and OnePage 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 OnePage 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 OnePage CRM
OnePageCRM converts the complexity of CRM into a simple to-do list. Built using GTD (Getting Things Done) productivity principles, its streamlined approach to sales helps you convert leads to customers, reach targets and grow your business fast. By focusing on that one Next Action, your sales team are organized and empowered to move a deal forward. OnePageCRM strives to offer a product that is as easy to use as email and helps your company achieve zero admin.
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