Docparser + Planfix Integrations
How to connect Docparser + Planfix
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Parsed Document Data AvailableTriggers whenever a new Document is processed and parsed data is available.Trigger- Parsed Table Row AvailableTriggers whenever a new Document is processed and parsed table rows are available.Trigger
- Fetch Document From URLFetches a new document from a publicly accessible URL and imports it into Docparser to begin parsing. (To receive the parsing results, you'll need a separate Zap listening for the "New Parsed Data Available" Trigger).Action
- Upload DocumentUploads 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).Action
New CommentTrigger when a comment is createdTrigger- Delete CommentTrigger when a comment is deletedTrigger
- Update CommentTrigger when a comment is updatedTrigger
- New ContactTrigger when a new contact is createdTrigger
- Planfix
Trigger when a contact is deleted
Instant
Trigger
- Planfix
Trigger when a contact is updated
Instant
Trigger
- Planfix
Trigger when a field is updated
Instant
Trigger
- Planfix
Trigger when a new task is created
Instant
Trigger
- Planfix
Trigger when a task is deleted
Instant
Trigger
- Planfix
Trigger when a task is updated
Instant
Trigger
- Planfix
Creates a new comment.
Scheduled
Action
- Planfix
Update a comment
Scheduled
Action
- Planfix
Creates a new contact.
Scheduled
Action
- Planfix
Update contact
Scheduled
Action
- Planfix
Delete a comment
Scheduled
Action
- Planfix
Delete a contact
Scheduled
Action
- Planfix
Delete a task
Scheduled
Action
- Planfix
Creates a new task
Scheduled
Action
- Planfix
Update a task
Scheduled
Action
- Planfix
Search for contact
Scheduled
Action
- Planfix
Search for task
Scheduled
Action
How Docparser + Planfix Integrations Work
- Step 1: Authenticate Docparser and Planfix.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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