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IRIS CRM + Parsio

Create new leads in IRIS CRM for newly parsed documents in Parsio

Streamline your workflow by connecting Parsio and IRIS CRM. This automation starts when a document is parsed in Parsio, leading to the creation of a new lead in your IRIS CRM. Without the need for manual entry, facilitate lead generation from the content extracted from the Parsio documents, enhancing efficiency and accuracy.

Streamline your workflow by connecting Parsio and IRIS CRM. This automation starts when a document is parsed in Parsio, leading to the creation of a new lead in your IRIS CRM. Without the need for manual entry, facilitate lead generation from the content extracted from the Parsio documents, enhancing efficiency and accuracy.

  1. When this happens...
    ParsioParsio
    Document Parsed

    Triggers when a document is parsed (new or old document). If a document contains table fields, they will be passed as nested arrays.

    TriggerInstant
  2. automatically do this!
    IRIS CRMIRIS CRM
    Create New Lead

    Create a new lead.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • MailboxRequired

    Trigger
    Instant
    Try It
    • MailboxRequired

    Trigger
    Instant
    Try It
    • MailboxRequired

    • FilenameRequired

    • DocumentRequired

    • Custom Payload (optional)

    Action
    Write
  • IRIS CRM triggers, actions, and search

    Lead Deleted

    Triggers when a lead is deleted.

    Trigger
    Instant
    Try It
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About IRIS CRM

IRIS CRM is a payments platform for tracking leads, merchants and calculating residuals for processors such as First Data, TSYS and WorldPay.
Learn more

Related categories

  • Payment Processing
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About Parsio

Parsio is an AI-powered document extraction tool. Extract structured data from your PDFs, emails and other documents, automatically.

Related categories