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How to connect Contacts+ and Docparser
Create a New Scenario to Connect Contacts+ 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 Contacts+, triggered by another scenario, or executed manually (for testing purposes). In most cases, Contacts+ or Docparser will be your first step. To do this, click "Choose an app," find Contacts+ or Docparser, and select the appropriate trigger to start the scenario.
Add the Contacts+ Node
Select the Contacts+ node from the app selection panel on the right.
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Configure the Contacts+
Click on the Contacts+ node to configure it. You can modify the Contacts+ 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 Contacts+ 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 Contacts+ 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 Contacts+ 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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Save and Activate the Scenario
After configuring Contacts+, 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 Contacts+ and Docparser integration works as expected. Depending on your setup, data should flow between Contacts+ 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 Contacts+ and Docparser
Docparser + Contacts+ + Google Sheets: Extract contact details from parsed documents in Docparser and save them into a Google Sheet for centralized contact management.
Docparser + Contacts+ + Mailchimp: Add new contacts extracted from parsed documents in Docparser to a specific email list in Mailchimp.
Contacts+ and Docparser integration alternatives
About Contacts+
Use Contacts+ in Latenode to centralize contact data across platforms. Automate cleaning, deduplication, and enrichment processes. Sync updated contact details to your CRM or marketing tools. Latenode lets you build flexible flows and custom logic to manage contacts more efficiently and without manual data entry.
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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 Contacts+ and Docparser
How can I connect my Contacts+ account to Docparser using Latenode?
To connect your Contacts+ account to Docparser on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Contacts+ and click on "Connect".
- Authenticate your Contacts+ and Docparser accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update contacts from parsed documents?
Yes, with Latenode, Docparser can trigger updates in Contacts+ based on parsed data. Enjoy automated contact management and data accuracy with ease.
What types of tasks can I perform by integrating Contacts+ with Docparser?
Integrating Contacts+ with Docparser allows you to perform various tasks, including:
- Extract contact details from invoices and update Contacts+.
- Automatically add new contacts from parsed email signatures.
- Enrich contact data using parsed information from application forms.
- Sync contact details extracted from business cards into Contacts+.
- Update contact job titles by parsing employee directories.
How does Latenode handle errors between Contacts+ and Docparser?
Latenode provides error logging and retry mechanisms, ensuring reliable data transfer between Contacts+ and Docparser, with detailed insights and alerts.
Are there any limitations to the Contacts+ and Docparser integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex document parsing may require advanced Docparser configurations.
- High API request volumes might be subject to rate limits.
- Custom field mapping requires precise configuration within Latenode.
