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How to connect Docparser and Grist
Create a New Scenario to Connect Docparser and Grist
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 Docparser, triggered by another scenario, or executed manually (for testing purposes). In most cases, Docparser or Grist will be your first step. To do this, click "Choose an app," find Docparser or Grist, and select the appropriate trigger to start the scenario.
Add the Docparser Node
Select the Docparser node from the app selection panel on the right.
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Configure the Docparser
Click on the Docparser node to configure it. You can modify the Docparser URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Grist Node
Next, click the plus (+) icon on the Docparser node, select Grist from the list of available apps, and choose the action you need from the list of nodes within Grist.
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Authenticate Grist
Now, click the Grist node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Grist settings. Authentication allows you to use Grist through Latenode.
Configure the Docparser and Grist 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 Docparser and Grist 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 Docparser, Grist, 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 Docparser and Grist integration works as expected. Depending on your setup, data should flow between Docparser and Grist (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Docparser and Grist
Docparser + Grist + Slack: When Docparser parses data from a document, the information is used to create a new record in a Grist spreadsheet. A summary of the new record is then sent to a designated Slack channel.
Grist + Docparser + Email: When a record is created or updated in Grist, Docparser fetches a document. The document's contents are then sent as an email.
Docparser and Grist integration alternatives
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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About Grist
Use Grist in Latenode to build custom data dashboards and manage complex data sets within your automation workflows. Trigger flows based on Grist updates, or write data back to Grist after processing. Add custom logic with JavaScript and scale without per-step fees, creating powerful data-driven automations.
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FAQ Docparser and Grist
How can I connect my Docparser account to Grist using Latenode?
To connect your Docparser account to Grist on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Docparser and click on "Connect".
- Authenticate your Docparser and Grist accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Grist with parsed invoice data?
Yes, you can! Latenode lets you automate this process, extracting data from Docparser and instantly updating your Grist spreadsheets. Save time and minimize manual data entry errors.
What types of tasks can I perform by integrating Docparser with Grist?
Integrating Docparser with Grist allows you to perform various tasks, including:
- Automatically populating Grist with data extracted from parsed documents.
- Creating new Grist records based on specific Docparser parsing rules.
- Updating inventory levels in Grist using data from purchase orders.
- Generating reports in Grist using aggregated data from Docparser.
- Streamlining invoice processing and data entry directly into Grist.
How does Latenode handle document parsing errors from Docparser?
Latenode lets you implement custom error handling using JavaScript. You can retry parsing, send alerts, or trigger alternative workflows.
Are there any limitations to the Docparser and Grist integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex document layouts might require custom Docparser configurations.
- Grist API rate limits may affect high-volume data transfer operations.
- Advanced data transformations may need custom JavaScript coding.
