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Create integrations between Salesforce and Docparser
Upload a Document in Docparser when New Contact in Salesforce
List Parser Model Layouts in Docparser when New Contact in Salesforce
Fetch Data Of a Document in Docparser when New Contact in Salesforce
Upload a Document in Docparser when New Lead in Salesforce
List Parser Model Layouts in Docparser when New Lead in Salesforce
Fetch Data Of a Document in Docparser when New Lead in Salesforce
Upload a Document in Docparser when New Record in Salesforce
List Parser Model Layouts in Docparser when New Record in Salesforce
Fetch Data Of a Document in Docparser when New Record in Salesforce
Upload a Document in Docparser when Updated Record in Salesforce
Actions and Triggers
When this happensTriggers
New Contact
Triggers when a new Contact is created.
New Lead
Triggers when a new Lead is created.
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
New Case Attachment
Triggers when a new Attachment is added to a case.
Do thisActions
Add Contact to Campaign
Adds an existing contact to an existing campaign.
Add Lead to Campaign
Adds an existing lead to an existing campaign.
Create Attachment
Creates a new attachment (max 25MB).
Create Contact
Creates a new contact.
Create Note
Creates a new note and links it to a parent record
Create Lead
Creates a new lead in Salesforce.
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Frequently Asked Questions
About Salesforce
Salesforce is a leading cloud-based customer relationship management (CRM) platform that provides businesses with tools to manage customer interactions, sales processes, and marketing campaigns. It offers a comprehensive suite of applications for sales, service, marketing, and more, enabling organizations to streamline operations and enhance customer engagement.
Learn More
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 More
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