Connect Parsio and Salesforce to power AI-driven automation
- No-code AI automation
- Full audit trails and controls
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- Easy visual workflow builder
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Launch your first automated workflow
Start with a template that brings Parsio and Salesforce together. Build enterprise-grade automation in minutes.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Parsio with Salesforce - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Attachment Received" from Parsio.
Add your action
An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.
You’re connected!
Zapier seamlessly connects Parsio and Salesforce, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- MailboxRequired
Try ItTriggerInstant- MailboxRequired
Try ItTriggerInstant- MailboxRequired
- FilenameRequired
- DocumentRequired
- Custom Payload (optional)
ActionWrite- New Contact
Triggers when a new Contact is created.
Try ItTriggerPolling
- MailboxRequired
Try ItTriggerInstant- MailboxRequired
- TableRequired
Try ItTriggerInstant- New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerPolling - History ObjectRequired
Try ItTriggerPolling
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