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Connect DigiParser with SyndicationPro

crm
DigiParser

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.

SyndicationPro

SyndicationPro

SyndicationPro is a robust and easy to use CRM, Investor Portal and Investment Management software.

Popular Use Cases

Data Extraction from Documents

Extract data from invoices, receipts, and documents automatically and sync with SyndicationPro

Workflow Automation

Automate document-based workflows by connecting DigiParser's data extraction capabilities with SyndicationPro's features

How It Works

Connect DigiParser with SyndicationPro in just a few steps:

  1. Choose your trigger:

    Select a trigger from either DigiParser or SyndicationPro. 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 SyndicationPro, you can use any trigger that provides files or document URLs.

  2. Set up your action:

    Choose what happens next in your workflow. You have two main options:

    • Process new documents: Use SyndicationPro'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 SyndicationPro's actions for further processing.
  3. Your integration is ready!

    With Zapier, connecting DigiParser to SyndicationPro 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.