Salesforce + Docparser + GoCanvas Integrations
How to connect Salesforce + Docparser + GoCanvas
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Do even more with Salesforce + Docparser + GoCanvas
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Salesforce, Docparser, and GoCanvas. And don’t forget that you can add more apps and actions to create complex workflows.
New Outbound MessageTriggers when a new outbound message is received in Salesforce.Trigger- New RecordTriggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.Trigger
- Updated Field on RecordTriggers 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.).Trigger
- Updated RecordTriggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.Trigger
- Add Contact to CampaignAdds an existing contact to an existing campaign.Action
- Add Lead to CampaignAdds an existing lead to an existing campaign.Action
- Create AttachmentCreates a new attachment (max 25MB).Action
- Create ContactCreates a new contact in Salesforce.Action
- Salesforce
Creates a new lead in Salesforce.
Scheduled
Action
- Salesforce
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
- Salesforce
Updates an existing contact in Salesforce.
Scheduled
Action
- Salesforce
Updates an existing lead in Salesforce.
Scheduled
Action
- Salesforce
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
- Salesforce
Finds a record of a specified Salesforce object by a field and value you choose.
Scheduled
Action
- Salesforce
Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).
Scheduled
Action
- Salesforce
Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.
Scheduled
Action
- Salesforce
Find a record. Optionally create a record if not found.
Scheduled
Action
- Docparser
Triggers whenever a new Document is processed and parsed data is available.
Instant
Trigger
- Docparser
Triggers whenever a new Document is processed and parsed table rows are available.
Instant
Trigger
- Docparser
Fetches a new document from a publicly accessible URL and imports it into Docparser to begin parsing. (To receive the parsing results, you'll need a separate Zap listening for the "New Parsed Data Available" Trigger).
Scheduled
Action
- Docparser
Uploads a new document to Docparser which will immediately begin parsing after reception. (To receive the parsing results, you'll need a separate Zap listening for the "New Parsed Data Available" Trigger).
Scheduled
Action
- GoCanvas
Triggers when a new submission is uploaded to GoCanvas for the specified app. You should have a submission to get the dynamic fields.
Instant
Trigger
- GoCanvas
Deletes an existing Dispatch. You must know the "Description" of the Dispatch you want to delete.
Scheduled
Action
- GoCanvas
Creates a GoCanvas Dispatch. Make sure Dispatch is enabled for your GoCanvas App.
Scheduled
Action
- GoCanvas
Sync the selected Reference Data file with Google Sheets
Scheduled
Action
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How Salesforce + Docparser + GoCanvas Integrations Work
- Step 1: Authenticate Salesforce, Docparser, and GoCanvas.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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