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How Zapier works

Zapier makes it easy to integrate DigiParser with Knowify - 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 Knowify

An action is what takes place after the automation is triggered. For example, with Knowify, the action could be "Create Active Contract Job."

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

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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 Knowify 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 Knowify 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
New Allocation
Triggers when a new allocation has been added.
Trigger
Polling
Try It
New Bill Payment
Triggers when a new bill payment is added.
Trigger
Polling
Try It
Change Order Made Active
Triggers when a change order has been made active.
Trigger
Polling
Try It
Contract Job Made Active
Triggers when a contract job has been made active.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice has been added.
Trigger
Polling
Try It
New Payment
Triggers when a new payment is added.
Trigger
Polling
Try It
New Product
Triggers when a new trigger has been added.
Trigger
Polling
Try It
Job Closed
Triggers when a contract job has been closed
Trigger
Polling
Try It
New Purchase
Triggers when a new purchase has been added.
Trigger
Polling
Try It
New Task
Triggers when a new task has been added.
Trigger
Polling
Try It
New Service Job
Triggers when a new service job has been added.
Trigger
Polling
Try It
New Vendor
Triggers when a new vendor has been added.
Trigger
Polling
Try It
- Client Name
  Required
- Client Contact Name
- Email Address
- Phone Number
- Client Parent Id
- Address
  Required
- Street Address (Continued)
- City
  Required
- State/Province
  Required
- Zipcode
  Required
- Country (2-letter abbreviation)
  Required
- Shipping Same as Billing
- Shipping Street Address
- Shipping Street Address (Cont'd)
- Shipping City Name
- Shipping Contact Name
- Shipping Country Name
- Shipping State/Province Name
- Shipping Zip Code
- Website
- Sync to QB
Action
Write
- Job Name
  Required
- Job Costing Style
- Contract Type
  Required
- Client Name
  Required
- Sales Lead
- Project Manager
- Job notes
- Address
  Required
- Street Address (Continued)
- City
  Required
- State/Province
  Required
- Zipcode
  Required
- Country (2-letter abbreviation)
  Required
- Sync to QB
Action
Write
- Description
- Comment
- Task Complete?
- Deadline
- Date Completed
- Resource
- Project Id
  Required
Action
Write
- Vendor Name
  Required
- Address
  Required
- Street Address (Continued)
- City
  Required
- Client Contact Name
- Country (2-letter abbreviation)
  Required
- Email Address
- Phone Number
- State/Province
  Required
- Is this vendor a subcontractor?
- Website
- Zipcode
  Required
Action
Write
- Product
  Required
- Description
- Comment
- Task Complete?
- Deadline
- Date Completed
- Resource
- Project Id
  Required
Action
Write
- Product
  Required
Action
Search
- Job Name
  Required
Action
Search
- Description
Action
Search
- Name
  Required
Action
Search
- Product
  Required
Action
Search

- Parser
  Required
- File URL
- File Name
- File
Action
Write
New AIA Invoice
Triggers when a new AIA invoice has been added.
Trigger
Polling
Try It
New Bill
Triggers when a new bill has been added.
Trigger
Polling
Try It
Bill Sent for Approval
Triggers when a bill is sent for approval.
Trigger
Polling
Try It
New Client
Triggers when a new client has been added.
Trigger
Polling
Try It
Contract Out for Signature
Triggers when a contract job has been sent out for signature.
Trigger
Polling
Try It
New Invoice Payment
Triggers when a new invoice payment is added.
Trigger
Polling
Try It
Phase Status Changed
Triggers when a phase status is changed
Trigger
Polling
Try It
New Contract Job
Triggers when a new contract job has been added.
Trigger
Polling
Try It
Job Reopened
Triggers when a contract job has been reopened
Trigger
Polling
Try It
Submittal Approved
Triggers when a submittal has been approved.
Trigger
Polling
Try It
Task Marked Complete
Triggers when a task has been marked complete
Trigger
Polling
Try It
Service Job Marked Complete
Triggers when a service job has been marked complete.
Trigger
Polling
Try It
- Job Name
  Required
- Client Name
  Required
- Address
  Required
- City
  Required
- State/Province
  Required
- Zipcode
  Required
- Country (2-letter abbreviation)
  Required
- Contract Value
- Line Item Name
- Phase Name
- Invoiced to Date
- Labor Cost to Date
- Material Cost to Date
- Sub Cost to Date
- Payments to Date
- Labor Budget
- Material Budget
- Sub Budget
- Sales Lead
- Project Manager
- Job notes
- Sync to QB
Action
Write
- Product
  Required
- Item Name
  Required
- Description
- Our Cost
  Required
- Sale Price
  Required
- Item Number
Action
Write
- FileName
  Required
- Url
  Required
- Project Id
  Required
Action
Write
- Job Name
  Required
- Client Name
  Required
- Description
- Address
  Required
- Street Address (Continued)
- City
  Required
- State/Province
  Required
- Zipcode
  Required
- Country (2-letter abbreviation)
  Required
- Is Time & Materials?
  Required
- Resource
- Date (MM-DD-YYYY)
- Start Time
- End Time
Action
Write
- Product
  Required
- Item Name
  Required
- Description
- Our Cost
  Required
- Sale Price
  Required
- Item Number
Action
Write
- Client Name
  Required
Action
Search
- Item Name
  Required
Action
Search
- Product
  Required
Action
Search
- Description
Action
Search
- Product
  Required
Action
Search

About DigiParser

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

Related categories

About Knowify

Knowify is a job costing and project management platform for contractors.

Learn moreLearn more

Related categories

Project Management

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