Triggers when a document is parsed (new or old document).

Imports a document into the inbox, waits for parsing to complete, and returns the extracted data — all in a single step. A document can be a file, text, or external URL. ZIP files are not supported. If parsing exceeds 60s, the action returns with parsing_in_progress: true and the data can be retrieved later via the Document Parsed trigger.

Triggers when a company custom field (for example tag, status, text, assignee) is updated.

Triggers when a company basic field (like name, email or URL) in a group is updated.

Triggers when a person custom field (for example tag, status, text, assignee) is updated.

Imports a document and returns its ID immediately, without waiting for parsing to complete. Use the Document Parsed trigger to retrieve the extracted data once ready. For most use cases, the 'Extract Data From a Document' action is recommended as it returns parsed data in a single step.

Triggers when a new company is created or added to a group.

Triggers when a company is deleted from the workspace or removed from a group.

Triggers when a new person is created or added to a group.

Triggers when a person is deleted from the workspace or removed from a group.