Docparser + ServiceM8

Docparser + ServiceM8 integrations

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 AvailableTriggers whenever a new Document is processed and parsed data is available.
TriggerInstant
automatically do this!
Create JobCreates a new job.
ActionWrite

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More things you can do with Docparser and ServiceM8

Discover other triggers and actions you can use with Docparser and ServiceM8

- Document Parser
  Required
Trigger
Instant
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- Document Parser
  Required
- Publicly Accessible Url
  Required
- Your Document ID
Action
Write
- Job Category
Trigger
Instant
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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 Status
  Required
- 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 Parser
  Required
Trigger
Instant
Try It
- Document Parser
  Required
- File to Upload
  Required
- Remote ID
- File Name
Action
Write
- Queue
  Required
- Job Category
Trigger
Instant
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- Completed By
- Form Type
  Required
Trigger
Instant
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- Name
  Required
- 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.

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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 moreLearn moreHelpHelp

Related categories

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