IntegrationsDocparserVertex
Docparser + Vertex

Connect Docparser and Vertex to Build Intelligent Automations

Choose a Trigger

Docparser

When this happens...

Choose an Action

Vertex

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Enable Integrations or automations with these events of Docparser and Vertex

Enable Integrations or automations with these events of Docparser and Vertex

Actions

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

Request a new Action for Docparser

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Frequently Asked Questions

How do I start an integration between Docparser and Vertex?

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

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

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

How often does the data sync between Docparser and Vertex?

The data sync between Docparser and Vertex 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 Vertex?

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 Vertex?

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

About Vertex

Vertex is a leading provider of comprehensive tax technology solutions, helping businesses manage their tax compliance and streamline their tax processes. With a focus on delivering accurate and efficient tax solutions, Vertex offers a range of services including tax calculation, reporting, and compliance management for various industries.

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