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How to connect Campaign Monitor and Docparser
Create a New Scenario to Connect Campaign Monitor and Docparser
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Campaign Monitor, triggered by another scenario, or executed manually (for testing purposes). In most cases, Campaign Monitor or Docparser will be your first step. To do this, click "Choose an app," find Campaign Monitor or Docparser, and select the appropriate trigger to start the scenario.
Add the Campaign Monitor Node
Select the Campaign Monitor node from the app selection panel on the right.
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Configure the Campaign Monitor
Click on the Campaign Monitor node to configure it. You can modify the Campaign Monitor URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Docparser Node
Next, click the plus (+) icon on the Campaign Monitor node, select Docparser from the list of available apps, and choose the action you need from the list of nodes within Docparser.
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Authenticate Docparser
Now, click the Docparser node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Docparser settings. Authentication allows you to use Docparser through Latenode.
Configure the Campaign Monitor and Docparser Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Campaign Monitor and Docparser Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Campaign Monitor, Docparser, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Campaign Monitor and Docparser integration works as expected. Depending on your setup, data should flow between Campaign Monitor and Docparser (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Campaign Monitor and Docparser
Docparser + Campaign Monitor + Google Sheets: When Docparser parses a document, the extracted data is used to find a subscriber in Campaign Monitor. The subscriber's engagement metrics are then updated in a Google Sheet.
Docparser + Campaign Monitor + Slack: When Docparser parses a document and encounters an error, a Slack notification is sent to a specified channel. The notification includes information about the parsing error and links back to the relevant campaign in Campaign Monitor.
Campaign Monitor and Docparser integration alternatives
About Campaign Monitor
Use Campaign Monitor in Latenode to automate email marketing based on triggers from other apps. Sync contact lists, personalize campaigns, and track results directly within your workflows. Latenode adds scheduling, conditional logic, and data transformation for sophisticated, automated outreach, bypassing Campaign Monitor's limits.
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About Docparser
Extract data from PDFs, invoices, and forms automatically with Docparser in Latenode. Stop manual data entry. Build workflows that trigger actions based on parsed content. Use Latenode’s no-code tools to filter, transform, and route data to your database or apps, creating scalable document processing pipelines.
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See how Latenode works
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FAQ Campaign Monitor and Docparser
How can I connect my Campaign Monitor account to Docparser using Latenode?
To connect your Campaign Monitor account to Docparser on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Campaign Monitor and click on "Connect".
- Authenticate your Campaign Monitor and Docparser accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update email lists from parsed invoices?
Yes, you can! Latenode's visual editor simplifies connecting Docparser and Campaign Monitor, allowing you to automate subscriber list updates based on data extracted from invoices, saving time and improving accuracy.
What types of tasks can I perform by integrating Campaign Monitor with Docparser?
Integrating Campaign Monitor with Docparser allows you to perform various tasks, including:
- Automatically adding new customers from parsed order forms to Campaign Monitor lists.
- Updating subscriber profiles with data extracted from processed survey responses.
- Creating personalized email campaigns based on parsed customer feedback documents.
- Triggering automated email sequences when specific data is found in parsed reports.
- Segmenting email lists based on demographic information extracted from application forms.
Can I use custom JavaScript code to transform parsed data?
Yes, Latenode lets you use JavaScript to manipulate parsed data before sending it to Campaign Monitor, enabling complex data transformations without coding an entire app.
Are there any limitations to the Campaign Monitor and Docparser integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex document layouts in Docparser may require advanced configuration.
- Campaign Monitor API limits may impact the speed of processing large batches.
- Data transformation using JavaScript requires basic programming knowledge.
