Attach documents parsed by Docparser to Salesforce records
This Zapier template will look up a record in an object within Salesforce and then attach the document that has been parsed by Docparser. If the record does not exist, a new one will be created within the object you choose and the document will be attached to the new record.
This Zapier template will look up a record in an object within Salesforce and then attach the document that has been parsed by Docparser. If the record does not exist, a new one will be created within the object you choose and the document will be attached to the new record.
- When this happens...Parsed Document Data Available
Triggers whenever a new Document is processed and parsed data is available.
- automatically do this!Create Attachment
Creates a new attachment (max 25MB).
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