Airparser + LeadConnector
Parse new documents in Airparser and add or update contacts in LeadConnector
When a document is parsed in Airparser, this workflow ensures that the information is promptly added or updated within your contacts in LeadConnector. This process eliminates manual data entry, increasing efficiency and ensuring your contact information remains up to-date. Boost your productivity by allowing this workflow to handle your data intelligently.
When a document is parsed in Airparser, this workflow ensures that the information is promptly added or updated within your contacts in LeadConnector. This process eliminates manual data entry, increasing efficiency and ensuring your contact information remains up to-date. Boost your productivity by allowing this workflow to handle your data intelligently.
- When this happens...Document Parsed
Triggers when a document is parsed (new or old document).
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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InboxRequired
Try ItIn PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
InboxRequired
FilenameRequired
DocumentRequired
Custom Payload (optional)
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
Date of Birth
Workflow IDRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
