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Choose an Action
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DigiParser
DigiParser
1. Choose trigger event
Levitate
Levitate
2. Choose action
1. Select the event
Setup
Test
DigiParser
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "Document Parsed" from DigiParser.
Add your action
An action happens after the trigger—such as "Create or Update Levitate Contact" in Levitate.
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Zapier seamlessly connects DigiParser and Levitate, automating your workflow.
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.
- Document ParserRequired
Try ItTriggerInstant- Document ParserRequired
- File URL
- File Name
- File
ActionWrite- Donor NameRequired
- Donor EmailRequired
- Donation AmountRequired
- Donation Date
- Donation Type
- Campaign
- Donation Stage
- External ID
- Donor ID
ActionWrite
- ParserRequired
- File URL
- File Name
- File
ActionWrite- Contact ID in Source SystemRequired
- Last Name
- First Name
- Full Name
- Email Addresses
- Phone Numbers
- Address Line 1
- Address Line 2
- Address City
- Address State / Province
- Address Postal Code
- Address Country
- Birthday
- Tags
- Note
ActionWrite- Policy NumberRequired
- Carrier NameRequired
- PremiumRequired
- Renewal DateRequired
- Effective DateRequired
- Policy Holder IDRequired
- Cancellation DateRequired
- Line of BusinessRequired
- Policy ID in the Source SystemRequired
- Origination Date
- Policy Holder First Name
- Policy Holder Last Name
- Policy Holder Email
ActionWrite
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