Docparser + Salesforce
Fetch documents from url in Docparser when updated records in Salesforce trigger
Improve your document management by linking Salesforce with Docparser. With this workflow, when a field is updated in your Salesforce record, your documents will be immediately retrieved from a URL in Docparser. This integration not only saves you time, but it also ensures that your document database remains up-to-date and aligned with your Salesforce information.
Improve your document management by linking Salesforce with Docparser. With this workflow, when a field is updated in your Salesforce record, your documents will be immediately retrieved from a URL in Docparser. This integration not only saves you time, but it also ensures that your document database remains up-to-date and aligned with your Salesforce information.
- When this happens...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.).
- automatically do this!Fetch Document From URL
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).
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