Connect Docparser and Wealthsimple to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Docparser
Choose an Action
Automatically do this!
- Request a new Action for Wealthsimple
Enable Integrations or automations with these events of Docparser and Wealthsimple
Enable Integrations or automations with these events of Docparser and Wealthsimple
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
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Frequently Asked Questions
To start, connect both your Docparser and Wealthsimple accounts to viaSocket. Once connected, you can set up a workflow where an event in Docparser triggers actions in Wealthsimple (or vice versa).
Absolutely. You can customize how Docparser data is recorded in Wealthsimple. This includes choosing which data fields go into which fields of Wealthsimple, setting up custom formats, and filtering out unwanted information.
The data sync between Docparser and Wealthsimple 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 Wealthsimple. 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 Wealthsimple
Wealthsimple is a leading online investment management service that provides financial tools and advice to help individuals manage their investments and grow their wealth. With a focus on simplicity and transparency, Wealthsimple offers a range of services including automated investing, retirement planning, and personalized financial advice, making it accessible for both novice and experienced investors.
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