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AlgoDocs + Salesforce

Generate Salesforce leads from new extracted data in AlgoDocs

Active this Zap to avoid wasting your time manually adding lead details. With this integration in place, you can automatically populate a new lead in Salesforce with new information extracted from your AlgoDocs documents.

Active this Zap to avoid wasting your time manually adding lead details. With this integration in place, you can automatically populate a new lead in Salesforce with new information extracted from your AlgoDocs documents.

  1. When this happens...
    AlgoDocsAlgoDocs
    Extracted Data Available

    Triggers when a new Document is processed and extracted data is available.

    TriggerScheduled
  2. automatically do this!
    SalesforceSalesforce
    Create Record

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FolderRequired

    • Document ExtractorRequired

    Trigger
    Scheduled
    Try It
    • FolderRequired

    • ExtractorRequired

    • FilenameRequired

    • FileRequired

    Action
    Write
    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • FolderRequired

    • Document ExtractorRequired

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
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About AlgoDocs

AlgoDocs extracts data from PDF, Word and image files by converting them into structured data in a format you need. With AlgoDocs you can extract specific fields (e.g. Account Number, Date, Order Number, etc.) or data from tables of any complexity from your documents.

Related categories

  • Documents
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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
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