Parsio + Salesforce

Create new Salesforce contacts from parsed Parsio documents

Turn raw data into potential leads with this efficient workflow. Whenever a document is parsed in Parsio, it will create a new contact in Salesforce. This ensures that every data point extracted from your Parsio documents is immediately recorded as a potential lead, trimming down manual effort and boosting your CRM efficiency. Build stronger relationships with your audience, faster.

Turn raw data into potential leads with this efficient workflow. Whenever a document is parsed in Parsio, it will create a new contact in Salesforce. This ensures that every data point extracted from your Parsio documents is immediately recorded as a potential lead, trimming down manual effort and boosting your CRM efficiency. Build stronger relationships with your audience, faster.

  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!
    SalesforceSalesforce
    Create Contact

    Creates a new contact.

    ActionWrite
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Supported triggers and actions

    • MailboxRequired

    Trigger
    Instant
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    • MailboxRequired

    • TableRequired

    Trigger
    Instant
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    • History ObjectRequired

    Trigger
    Polling
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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.
Learn more

Related categories

  • Documents
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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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