Parsio + Solve CRM
Create new contacts in Solve CRM when new documents are parsed in Parsio
Stay organized and reduce manual data entry with this simple workflow. When a document is parsed in Parsio, a new contact is created instantly in Solve CRM. Streamline your contact management process, ensuring all parsed document information is captured accurately in your CRM. Ideal for businesses looking to enhance productivity and consistency in their data handling processes.
Stay organized and reduce manual data entry with this simple workflow. When a document is parsed in Parsio, a new contact is created instantly in Solve CRM. Streamline your contact management process, ensuring all parsed document information is captured accurately in your CRM. Ideal for businesses looking to enhance productivity and consistency in their data handling processes.
- When this happens...Document Parsed
Triggers when a document is parsed (new or old document). If a document contains table fields, they will be passed as nested arrays.
- automatically do this!Create Contact
Triggers when you add a new contact.
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