Connect IRIS CRM and Parsio to unlock the power of automation

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Quickly connect IRIS CRM to Parsio with a Zapier template.

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Create new leads in IRIS CRM for newly parsed documents in Parsio
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Parsio + IRIS CRM

Create new leads in IRIS CRM for newly parsed documents in Parsio

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Parsio + IRIS CRM

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Lead Created" from IRIS CRM.

Add your action

An action happens after the trigger—such as "Extract Data From a Document" in Parsio.

You’re connected!

Zapier seamlessly connects IRIS CRM and Parsio, 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.

- Info
- Current Status
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- Current Status
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- Info
- Current Status
  Required
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- Info
- Previous Status
  Required
- New Status
  Required
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- Info
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- Info
- Ticket Type(s)
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- Info
- Previous Type(s)
- New Type(s)
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- Info
- Ticket ID
- Comment text
- Comment text
- Visible for Merchants?
Action
Write
- Info
- Note Tab
  Required
- Sticky or not?
  Required
- Note content
  Required
Action
Write
- Info
- Group
  Required
- Status
  Required
- Assign User(s)
  Required
- Assign User's Manager(s)
- Campaign
- Source
- Other lead fields
Action
Write
- Info
- Lead Email Field
  Required
- Email template
  Required
Action
Write
- Info
- New Group
- New Campaign
- New Source
- Other lead fields
Action
Write
- Info
- Ticket ID
- Ticket type
- Subject
- Description
- Ticket Status
- Outcome
- Priority
- Channel ID
- Assign User(s)
- Assign type
- Assign to
- Group
- Visible for Merchants?
- Due date
- Checklist
- External ID
Action
Write
- Mailbox
  Required
Trigger
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- Mailbox
  Required
Trigger
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- Mailbox
  Required
- Filename
  Required
- Document
  Required
- Custom Payload (optional)
Action
Write

Lead Deleted
Triggers when a lead is deleted.
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- Info
- Current Status
  Required
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Lead Restored
Triggers when a lead is restored.
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Lead Updated
Triggers when a lead is updated.
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- Info
- Ticket Type(s)
Trigger
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- Info
Trigger
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- Info
- Ticket Type(s)
Trigger
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- Info
- File Tab
  Required
- File Label
  Required
- File Name
  Required
- File Source
  Required
Action
Write
- Info
- Assign User(s)
  Required
- Assign User's Manager(s)
Action
Write
- Info
- Ticket type
  Required
- Subject
  Required
- Description
- Priority
- Channel ID
- Assign User(s)
- Assign type
  Required
- Assign to
  Required
- Group
- Visible for Merchants?
- Due date
- Checklist
Action
Write
- Info
- Lead Phone Field
  Required
- SMS template
  Required
Action
Write
- Info
- New Status
  Required
- New Group
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Mailbox
  Required
Trigger
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- Mailbox
  Required
- Table
  Required
Trigger
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Connect IRIS CRM and Parsio to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Parsio on the Zapier blog

Make work flow with AI

Level up your IRIS CRM to Parsio integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About IRIS CRM

IRIS CRM is a payments platform for tracking leads, merchants and calculating residuals for processors such as First Data, TSYS and WorldPay.

Learn moreLearn moreHelpHelp

Related categories

Payment Processing

About Parsio

Parsio is an AI-powered document extraction tool. Extract structured data from your PDFs, emails and other documents, automatically.

Learn moreLearn moreHelpHelp

Related categories

Documents

Connect IRIS CRM and Parsio to unlock the power of automation

Set up your first integration

Create new leads in IRIS CRM for newly parsed documents in Parsio

Create new leads in IRIS CRM for newly parsed documents in Parsio

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect IRIS CRM and Parsio to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Learn how to automate Parsio on the Zapier blog

Automatically extract bank statements with Parsio

Extract important data from email with Parsio

Make work flow with AI

Connect IRIS CRM to Parsio on the world's largest no-code automation platform