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Parseur + Surefire CRM Integrations

How to connect Parseur + Surefire CRM

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Supported triggers and actions

What does this mean?

    • MailboxRequired

    Trigger
    Instant
    Try It

    • MailboxRequired

    Trigger
    Instant
    Try It
  • Parseur triggers, actions, and search

    New Mailbox

    Triggers when a new mailbox is created.

    Trigger
    Scheduled
    Try It

    • MailboxRequired

      Parseur mailbox you wish to create the document in.

    • FileRequired

      File to upload to your mailbox.

    • File name and extension

      Optional. If not set, Parseur will try to determine the filename from the uploaded file.

    Action
    Write

    • MailboxRequired

    Trigger
    Instant
    Try It

    • MailboxRequired

    • Table fieldRequired

    Trigger
    Instant
    Try It

    • MailboxRequired

      Parseur mailbox you wish to create the document in.

    • NameRequired

      Name or Subject of the document.

    • From

      Email address of the sender, if any.

    • Content

      Text or HTML content of your document.

    Action
    Write
  • Surefire CRM triggers, actions, and search

    Create Contact

    Creates a new contact or updates an existing contact.

    Action
    Write

How Parseur + Surefire CRM Integrations Work

  1. Step 1: Authenticate Parseur and Surefire CRM.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps
Connect Parseur + Surefire CRM
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About Parseur

Send documents such as emails, PDFs and spreadsheets to your custom Parseur mailbox and extract any data.
Learn more

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  • Documents

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About Surefire CRM

Surefire CRM is a multi-faceted mortgage industry CRM marketing platform that offers personalized database marketing with unique content.

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