Docparser

Docparser + Wealthbox CRM Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Docparser and Wealthbox CRM, with as many as 38 possible integrations. Are you ready to find your productivity superpowers?

It's easy to connect Docparser + Wealthbox CRM and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
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Parsed Document Data Available

Triggers whenever a new Document is processed and parsed data is available.

Upload Document

Uploads 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).

New Task

Triggers when a new task is created.

Fetch Document From URL

Fetches a new document from a publicly accessible URL and imports it into Docparser to begin parsing. (To receive the parsing results, you'll need a separate Zap listening for the "New Parsed Data Available" Trigger).

New Event

Triggers when a new event is created.

Create Contact

Creates a new contact.

New Contact

Triggers when a new contact is created.

Create Event

Creates a new event.

Parsed Table Row Available

Triggers whenever a new Document is processed and parsed table rows are available.

Create Task

Creates a new task.

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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

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.

See Wealthbox CRM Integrations