Connect DigiParser with Salesdash CRM
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.
Salesdash CRM
Salesdash CRM helps small businesses grow sales with our simple client management software.
Popular Use Cases
Data Extraction from Documents
Extract data from invoices, receipts, and documents automatically and sync with Salesdash CRM
Workflow Automation
Automate document-based workflows by connecting DigiParser's data extraction capabilities with Salesdash CRM's features
How It Works
Connect DigiParser with Salesdash CRM in just a few steps:
- Choose your trigger:
Select a trigger from either DigiParser or Salesdash CRM. 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 Salesdash CRM, 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 Salesdash CRM'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 Salesdash CRM's actions for further processing.
- Your integration is ready!
With Zapier, connecting DigiParser to Salesdash CRM 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.