Docparser + Salesforce
Add new parsed data from Docparser to Salesforce records
Once this Zap is active, it will automatically find or create a record in Salesforce based on new data parsed by Docparser. Then this integration will update that record with the parsed data, with no added clicks or keystrokes. If a record is not found, it will create a new one and then update it with the parsed data, keeping your Salesforce data effortlessly up to date.
Once this Zap is active, it will automatically find or create a record in Salesforce based on new data parsed by Docparser. Then this integration will update that record with the parsed data, with no added clicks or keystrokes. If a record is not found, it will create a new one and then update it with the parsed data, keeping your Salesforce data effortlessly up to date.
- When this happens...Parsed Document Data Available
Triggers whenever a new Document is processed and parsed data is available.
- automatically do this!Update Record
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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