Docparser + Salesforce
Upload new Salesforce case attachments to Docparser as documents
Keep your business documentation updated with this Salesforce-Docparser workflow. Whenever a new case attachment is added in your Salesforce app, this setup will immediately upload the document in Docparser. It's a seamless way to ensure your documents are always organized and accessible, enhancing your workflow efficiency without the need for manual uploads.
Keep your business documentation updated with this Salesforce-Docparser workflow. Whenever a new case attachment is added in your Salesforce app, this setup will immediately upload the document in Docparser. It's a seamless way to ensure your documents are always organized and accessible, enhancing your workflow efficiency without the need for manual uploads.
- When this happens...New Case Attachment
Triggers when a new Attachment is added to a case.
- automatically do this!Upload Document
Uploads a new document to Docparser which will immediately begin parsing after reception. (To receive the parsing results, you'll need a separate Zap listening for the "New Parsed Data Available" Trigger).
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