Connect DigiParser with Elements Financial Advisor Tools
DigiParser
DigiParser is an AI-powered document processing solution that extracts data from various document types using OCR technology. It automates data entry and streamlines document workflows.
Elements Financial Advisor Tools
Elements is designed to help financial advisors quickly demonstrate their value, so they can get new clients.
Popular Use Cases
Data Extraction from Documents
Extract data from invoices, receipts, and documents automatically and sync with Elements Financial Advisor Tools
Workflow Automation
Automate document-based workflows by connecting DigiParser's data extraction capabilities with Elements Financial Advisor Tools's features
How It Works
Connect DigiParser with Elements Financial Advisor Tools in just a few steps:
- Choose your trigger:
Select a trigger from either DigiParser or Elements Financial Advisor Tools. A trigger is the event that starts your Zap. From DigiParser, you can use the "Document Parsed" trigger when a document has been processed. From Elements Financial Advisor Tools, you can use any trigger that provides files or document URLs.
- Set up your action:
Choose what happens next in your workflow. You have two main options:
- Process new documents: Use Elements Financial Advisor Tools's triggers to send files to DigiParser's "Import Document" or "Import Document Async" actions for OCR and data extraction.
- Handle extracted data: Use DigiParser's "Document Parsed" trigger to send extracted data to Elements Financial Advisor Tools's actions for further processing.
- Your integration is ready!
With Zapier, connecting DigiParser to Elements Financial Advisor Tools is simple. Create powerful workflows by chaining multiple actions together and save hours every month through automation.
Supported triggers and actions
Available Triggers
Document Parsed
Triggers when a document has been successfully parsed (new or old document), and OCR-extracted data is available for use.
Available Actions
Import Document
Import a document using a file or file URL into DigiParser for OCR and data extraction.
Import Document Async
Asynchronously import a document using a file or file URL into DigiParser for OCR and data extraction. The result will be available via a trigger.
Benefits
Save Time
Eliminate manual data entry and automate document processing
Reduce Errors
Improve accuracy with AI-powered data extraction
Scale Operations
Process thousands of documents automatically
Get Started with DigiParser
Ready to automate your document processing? Start your free trial today and discover how DigiParser can transform your workflow.