Docparser
When this happens...
DocparserParsed Document Data Available
Then do this...
SalesforceCreate Lead

Adding contacts by hand is a waste of your time. Zapier and Docparser can help! After you've configured this automation, Zapier will receive all the data extracted from new PDF documents on Docparser (you'll want to set up the parsing rules to capture the fields you want first). After that, we'll copy the information into Salesforce, populating a new lead with all this information, so all you have to do from then on is upload a document.

Note: This Zap will trigger once per document if you're only parsing for single data points, or once per row if you're parsing for tabular data.

How this Docparser-Salesforce integration works

  1. Docparser extracts data fields from a PDF document
  2. Zapier creates a new record in Salesforce with parsed data

Apps involved

  • Docparser
  • Salesforce

Why Zapier?

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It's easy to connect Docparser + Salesforce and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
Parsed Document Data Available

Triggers whenever a new Document is processed and parsed data is available.

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).

New Lead

Triggers when a new lead is created.

Fetch Document From URL

Fetches 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).

New Custom Object

Triggers when a new custom object (of the type you choose) is created.

Create Lead

Create a new lead.

New Contact

Triggers when a new contact is created.

Add a Lead to a Campaign

Add a lead to a campaign.

New Opportunity

Triggers when a new opportunity is created.

Create Custom Object

Create a new custom object (of the type you choose).

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Become a Zapier Integration Partner

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

Salesforce is a leading enterprise customer relationship manager (CRM) application.

See Salesforce Integrations