Docparser + ServiceM8

Create new ServiceM8 jobs from parsed document data in Docparser

Streamline your document processing with this workflow. Whenever a new document is parsed in Docparser, a job is instantly created in ServiceM8. This automation not only helps you save valuable time but also ensures that jobs are quickly set up in response to processed documents, enhancing your service efficiency and response time.

When this happens...
Parsed Document Data Available
Triggers whenever a new Document is processed and parsed data is available.
TriggerInstant
automatically do this!
Create Job
Creates a new job.
ActionWrite

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Supported triggers and actions

- Document ParserRequired
Trigger
Instant
Try It
- Document ParserRequired
- Publicly Accessible UrlRequired
- Your Document ID
Action
Write
- Job Category
Trigger
Instant
Try It
New Client
Triggers when a new Client is created.
Trigger
Instant
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- Job Category
Trigger
Instant
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- Customer Name
- Job StatusRequired
- Job Address
- Billing Address
- Job Description
- Purchase Order Number
- Work Completed
- Job Contact First Name
- Job Contact Last Name
- Job Contact Phone
- Job Contact Mobile
- Job Contact E-Mail Address
- Billing Contact First Name
- Billing Contact Last Name
- Billing Contact Phone
- Billing Contact Mobile
- Billing Contact E-Mail
Action
Write

- Document ParserRequired
Trigger
Instant
Try It
- Document ParserRequired
- File to UploadRequired
- Remote ID
- File Name
Action
Write
- QueueRequired
- Job Category
Trigger
Instant
Try It
- Completed By
- Form TypeRequired
Trigger
Instant
Try It
- NameRequired
- Address
- Billing Address
- Fax Number
- Website
- First Name
- Last Name
- Phone Number
- Mobile Number
- E-Mail Address
Action
Write

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.

Learn more

Related categories

Documents

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About ServiceM8

ServiceM8 is a field service app and small business management platform for your computer, iPhone and iPad. Track staff locations, navigate to jobs, and control your estimates, invoicing, scheduling, safety reports, clients & more.

Learn more

Related categories

CRM (Customer Relationship Management)

Docparser + ServiceM8

Create new ServiceM8 jobs from parsed document data in Docparser

Supported triggers and actions

Parsed Document Data Available

Fetch Document From URL

Job Completed

New Client

New Job

Create Job

Parsed Table Row Available

Upload Document

Job Queued

New Form Response

Create Client

About Docparser

Related categories

Similar apps

Mailparser

Email Parser by Zapier

CloudConvert

About ServiceM8

Related categories

Similar apps

iFormBuilder

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Device Magic