Salesforce + Docparser Integrations

In a matter of minutes and without a single line of code, Zapier allows you to automatically send info between Salesforce and Docparser.


Get started with workflows like: Create leads in Salesforce from new PDF data extracted by Docparser. Or check out the rest of our guided workflows. Save time with Zapier; it's free to try.

Connect Salesforce + Docparser in Minutes

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

All Triggers & Actions

InstantNew Outbound Message

Triggers when a new outbound message is received in Salesforce.

Updated Field on Record

Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

InstantParsed Document Data Available

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

New Record

Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

Updated Record

Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

InstantParsed Table Row Available

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

How Salesforce + Docparser Integrations Work

  1. Step 1: Authenticate Salesforce + Docparser.
    (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 Salesforce + Docparser