Docparser + PandaDoc

Upload new completed PandaDoc documents to Docparser

This workflow initiates when a document reaches completion status in PandaDoc, subsequently uploading the document to Docparser. It streamlines the process of document management, ensuring your Docparser repository stays up-to-date with the latest completed documents from PandaDoc. This automation not only boosts productivity but also enhances document tracking and decision-making based on finalized documents.

This workflow initiates when a document reaches completion status in PandaDoc, subsequently uploading the document to Docparser. It streamlines the process of document management, ensuring your Docparser repository stays up-to-date with the latest completed documents from PandaDoc. This automation not only boosts productivity but also enhances document tracking and decision-making based on finalized documents.

  1. When this happens...
    PandaDocPandaDoc
    Document Completed

    Triggers when a document is completed.

    TriggerInstant
  2. automatically do this!
    DocparserDocparser
    Upload Document

    Uploads a new document to Docparser which will immediately begin parsing after reception. (To receive the parsing results, you'll need a separate Zap listening for the "New Parsed Data Available" Trigger).

    ActionWrite
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Supported triggers and actions

    • Source

    • Document Status

    Trigger
    Instant
    Try It
    • warning

    • EmailRequired

    • First name

    • Last name

    • Company

    • Phone

    • Title

    • Street Address

    • City

    • Postal Code

    • Country

    • State

    Action
    Write
    • EmailRequired

    • First name

    • Last name

    • Company

    • Phone

    • Job Title

    • Street Address

    • City

    • Postal Code

    • Country

    • State

    Action
    Write
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About Docparser

Docparser converts your PDF documents into structured and easy-to-handle data. With Docparser you can pull out specific data fields (e.g. Purchase Order Number, Date, Shipping Address, ...) and tabular data from your documents.
Learn more

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  • Documents

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About PandaDoc

PandaDoc is an all-in-one software that streamlines your sales workflows. Create, send, track, and eSign client-facing documents designed to win more business.
Learn more

Related categories

  • Documents

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