Extract data from Dropbox files, create records and attachments in Salesforce

Extract data from new purchase order invoices in Dropbox, create corresponding records and attachments in Salesforce using Nanonets OCR, and improve your financial management efficiency with faster processing.

Extract data from Dropbox files, create records and attachments in Salesforce

Workflow preview:

Zap details:

Overview

Extract data from new purchase order invoices in Dropbox, create corresponding records and attachments in Salesforce using Nanonets OCR, and improve your financial management efficiency with faster processing.

Extract data from Dropbox files, create records and attachments in Salesforce