Connect Docparser and PandaDoc to Build Intelligent Automations

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Docparser

When this happens...

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PandaDoc

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Document Status Changed

Document Status Changed

Triggers when the document status changes.

Document Deleted

Document Deleted

Triggers when a document is deleted

Template Created

Template Created

Triggers when a template is created

Template Deleted

Template Deleted

Triggers when a template us deleted

Document Created

Document Created

Triggers when a document is Created.

Content Library Item Created

Content Library Item Created

Triggers when new content library item is created in panadoc.

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

Find Document

Find Document

Find a document by name, status, and other parameters.

Get Document by ID

Get Document by ID

Get detailed data about a document.

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Frequently Asked Questions

How do I start an integration between Docparser and PandaDoc?

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

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

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

How often does the data sync between Docparser and PandaDoc?

The data sync between Docparser and PandaDoc 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 PandaDoc?

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 PandaDoc?

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

About PandaDoc

Pandadoc is a comprehensive document management platform that streamlines the process of creating, sending, and eSigning documents online. It is designed to enhance productivity and efficiency in managing proposals, quotes, contracts, and other business documents.

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