Connect Docparser and Katana to unlock the power of automation
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Choose a Trigger
Choose an Action
How Zapier works
Zapier makes it easy to integrate Docparser with Katana - no code necessary. See how you can get setup in minutes.
Select a trigger from Docparser
A trigger is an event that starts your Zap and runs the workflow. For example, with Docparser, a trigger could be "Parsed Document Data Available."
Setup an action from Katana
An action is what takes place after the automation is triggered. For example, with Katana, the action could be "Create Customer."
That’s it! You just connected Docparser to Katana
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Connect Docparser and Katana 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.
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.
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.
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.
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.
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 ParserRequired
Try ItTriggerInstant- Document ParserRequired
- Publicly Accessible UrlRequired
- Your Document ID
ActionWrite- NameRequired
- E-mail address
- Phone number
- Comment
ActionWrite- Search ByRequired
- Search TermRequired
ActionSearch
- Document ParserRequired
Try ItTriggerInstant- Document ParserRequired
- File to UploadRequired
- Your Document ID
- File Name
ActionWrite- Customer IDRequired
- Customer Reference
- Order NumberRequired
- Location
- Created DateRequired
- Delivery Date
- Variant SkuRequired
- QuantityRequired
- Price Per UnitRequired
- Tax Rate IdRequired
- Additional Info
ActionWrite- Search ByRequired
- Search TermRequired
- NameRequired
- E-mail address
- Phone number
- Comment
ActionSearch or write
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About Katana
Katana gives thousands of manufacturers a live look at their business. Manage all the moving parts of your business and unite the apps and services you use in one visual platform.
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