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How Zapier works

Zapier makes it easy to integrate DigiParser with Ideality - no code necessary. See how you can get setup in minutes.

Select a trigger from DigiParser

A trigger is an event that starts your Zap and runs the workflow. For example, with DigiParser, a trigger could be "Document Parsed."

A trigger is the event that kicks off your automated workflow.

Setup an action from Ideality

An action is what takes place after the automation is triggered. For example, with Ideality, the action could be "Add Client."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected DigiParser to Ideality

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your DigiParser to Ideality integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Connect DigiParser and Ideality to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Integration categories

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

triggers, actions, or triggers and actions

- Document Parser
  Required
Trigger
Instant
Try It
- Parser
  Required
- File URL
- File Name
- File
Action
Write
Fetch Leads
Triggers when there is a new lead in our system.
Trigger
Polling
Try It
Fetch Payment Gateways
Triggers when there is a new payment gateway in our system.
Trigger
Polling
Try It
- Agent Id
  Required
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Phone Number
  Required
- Business Name
  Required
- Payment Gateway
  Required
- Business Address Line 1
  Required
- Business Address Line 2
- Business City
  Required
- Business State
  Required
- Business Postal Code
  Required
- Billing Address Line 1
  Required
- Billing Address Line 2
- Billing City
  Required
- Billing State
  Required
- Billing Postal Code
  Required
- Payment Overdue Grace Period In Days
  Required
- Minimum Contracts In Month
  Required
- Website
- Additional Phone
- Admin Note
- Account Manager's Name
- Account Manager's Name
- Environment
  Required
Action
Write
- Agent Id
  Required
- First Name
  Required
- Last Name
  Required
- Business Name
  Required
- Phone Number
  Required
- Email
  Required
- Address Line 1
  Required
- Address Line 2
- City
  Required
- State
- Postal Code
  Required
- Environment
  Required
Action
Write
Verify Trigger
Create an request to verify the fetched data from trigger.
Action
Write

- Parser
  Required
- File URL
- File Name
- File
Action
Write
Fetch Clients
Triggers when there is a new client in our system.
Trigger
Polling
Try It
Fetch Leads Status
Triggers when there is a new lead status in our system.
Trigger
Polling
Try It
Fetch States
Triggers when there is a state in our system.
Trigger
Polling
Try It
- Agent Id
  Required
- Client
  Required
- Client Note
  Required
- is Important
- Environment
  Required
Action
Write
- Agent Id
  Required
- Lead
  Required
- New Status
  Required
- Environment
  Required
Action
Write

About DigiParser

DigiParser helps automate document workflows by extracting data from different types of documents.

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About Ideality

Ideality is a local listing management software for agencies and companies.

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