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How to connect Caspio and Docparser
Create a New Scenario to Connect Caspio 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 Caspio, triggered by another scenario, or executed manually (for testing purposes). In most cases, Caspio or Docparser will be your first step. To do this, click "Choose an app," find Caspio or Docparser, and select the appropriate trigger to start the scenario.
Add the Caspio Node
Select the Caspio node from the app selection panel on the right.
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Add the Docparser Node
Next, click the plus (+) icon on the Caspio 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 Caspio 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 Caspio 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 Caspio, 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 Caspio and Docparser integration works as expected. Depending on your setup, data should flow between Caspio 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 Caspio and Docparser
Docparser + Caspio + Google Sheets: When a new document is parsed in Docparser, the extracted data is stored in a Caspio database. A record of the event, including a link to the Caspio entry, is then logged in Google Sheets.
Docparser + Caspio + Airtable: When Docparser parses a new invoice, the data is stored in a Caspio database. Summarized information from the Caspio record is then synced to Airtable for reporting and analysis.
Caspio and Docparser integration alternatives
About Caspio
Integrate Caspio's no-code database platform into Latenode to automate data-driven tasks. Create workflows that react to Caspio database changes. Automate updates across your systems or trigger alerts, without custom code. Use Latenode's visual editor and built-in tools to filter, transform, and route data from Caspio to other apps for complete workflow control.
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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 Caspio and Docparser
How can I connect my Caspio account to Docparser using Latenode?
To connect your Caspio account to Docparser on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Caspio and click on "Connect".
- Authenticate your Caspio and Docparser accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Caspio with parsed invoices?
Yes, you can! Latenode allows you to create a workflow that automatically updates your Caspio database with data extracted from invoices using Docparser, saving you time and improving data accuracy.
What types of tasks can I perform by integrating Caspio with Docparser?
Integrating Caspio with Docparser allows you to perform various tasks, including:
- Automatically updating a Caspio database with data from parsed PDF reports.
- Creating new Caspio records from data extracted from scanned documents.
- Validating data in Caspio against information parsed from documents.
- Triggering workflows in Caspio based on specific values in parsed documents.
- Generating custom reports by combining Caspio data with parsed document data.
Can I use JavaScript to manipulate data between Caspio and Docparser?
Yes! Latenode supports JavaScript, allowing you to transform data between Caspio and Docparser for advanced customization and complex data handling.
Are there any limitations to the Caspio and Docparser integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Large document parsing may consume significant workflow execution time.
- Complex data transformations may require advanced JavaScript knowledge.
- Caspio API rate limits may affect the speed of data updates in high-volume scenarios.
