Connect Docparser and Solve CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Docparser
Choose an Action
Automatically do this!
Create a Company
Create a Contact
List Contact
List Ownership
List Category Tags
List Fields
Ready to use Docparser and Solve CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Company
Triggered when a new company record is created in Solve360.
New Contacts
Triggers when you add a new contact.
New Tagged Contact
Triggers when a specific tag is applied to a contact.
Update Contact
Triggers when update a contact.
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 a Company
Creates a new company record in Solve360.
Create a Contact
Creates a new contact in Solve360.
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Frequently Asked Questions
To start, connect both your Docparser and Solve CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Docparser triggers actions in Solve CRM (or vice versa).
Absolutely. You can customize how Docparser data is recorded in Solve CRM. This includes choosing which data fields go into which fields of Solve CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Docparser and Solve 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 Solve 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 Solve CRM
Solve360 is a modern CRM and project management tool designed to help businesses streamline their customer relationship processes and manage projects efficiently. It offers a range of features including contact management, task tracking, and collaboration tools to enhance productivity and improve client interactions.
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