Docparser + Salesforce integrations
Fetch documents from url in Docparser when updated records in Salesforce trigger
Improve your document management by linking Salesforce with Docparser. With this workflow, when a field is updated in your Salesforce record, your documents will be immediately retrieved from a URL in Docparser. This integration not only saves you time, but it also ensures that your document database remains up-to-date and aligned with your Salesforce information.
- When this happens...Updated Field on RecordTriggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
- automatically do this!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).
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More things you can do with Salesforce and Docparser
Discover other triggers and actions you can use with Salesforce and Docparser
- New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerPolling - History ObjectRequired
Try ItTriggerPolling- New Lead
Triggers when a new Lead is created.
Try ItTriggerPolling - Salesforce ObjectsRequired
Try ItTriggerPolling
- New Contact
Triggers when a new Contact is created.
Try ItTriggerPolling - Salesforce ObjectRequired
- Record (Optional)
Try ItTriggerPolling- New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerInstant - Disclaimer
- Salesforce ObjectRequired
Try ItTriggerPolling
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.
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Salesforce is a leading enterprise customer relationship manager (CRM) application.
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