LionDesk + Parsio
Create LionDesk contacts from newly parsed Parsio documents
Whenever a new document is parsed in Parsio, a LionDesk contact will be created.
Whenever a new document is parsed in Parsio, a LionDesk contact will be created.
- When this happens...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.
- automatically do this!Create Contact
Creates a new contact in your LionDesk account based on email address. If a contact already exists with the submitted email address, their record will be updated. NOTE: This action will create a unique contact for every submission that does not have an email address. This will result in multiple contacts being created for the same info if it is submitted multiple times without an email address. Please use the "Find Contact" action in conjunction with "Create Contact" if you want to avoid this issue.
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