Docparser + Salesforce
Create new Salesforce records from parsed Docparser documents for streamlined data management
Efficiently transfer document data from Docparser to Salesforce with this seamless workflow. When new parsed document data becomes available in Docparser, a fresh record is created in Salesforce, streamlining your data management and ensuring crucial information stays up to date. Save time with this automation and focus on more critical aspects of your business.
Efficiently transfer document data from Docparser to Salesforce with this seamless workflow. When new parsed document data becomes available in Docparser, a fresh record is created in Salesforce, streamlining your data management and ensuring crucial information stays up to date. Save time with this automation and focus on more critical aspects of your business.
- When this happens...Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
- automatically do this!Parsed Document Data Available
Triggers whenever a new Document is processed and parsed data is available.
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