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Docparser + Salesforce

Docparser + Salesforce

Docparser + Salesforce integrations

Upload new Salesforce case attachments to Docparser as documents

Keep your business documentation updated with this Salesforce-Docparser workflow. Whenever a new case attachment is added in your Salesforce app, this setup will immediately upload the document in Docparser. It's a seamless way to ensure your documents are always organized and accessible, enhancing your workflow efficiency without the need for manual uploads.

  1. When this happens...
    New Case Attachment
    New Case Attachment
    New Case AttachmentTriggers when a new Attachment is added to a case.
  2. automatically do this!
    Upload Document
    Upload Document
    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).
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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

  • Salesforce triggers, actions, and search
    New Case Attachment

    Triggers when a new Attachment is added to a case.

    Trigger
    Polling
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    • History Object
      Required
    Trigger
    Polling
    Try It
    • Salesforce Objects
      Required
    Trigger
    Polling
    Try It
    • Salesforce Object
      Required
    • Record (Optional)
    Trigger
    Polling
    Try It
  • Salesforce triggers, actions, and search
    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer
    • Salesforce Object
      Required
    Trigger
    Polling
    Try It
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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.
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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
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