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How to connect Docparser and Kintone
Create a New Scenario to Connect Docparser and Kintone
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 Kintone will be your first step. To do this, click "Choose an app," find Docparser or Kintone, 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 Kintone Node
Next, click the plus (+) icon on the Docparser node, select Kintone from the list of available apps, and choose the action you need from the list of nodes within Kintone.
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Authenticate Kintone
Now, click the Kintone node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Kintone settings. Authentication allows you to use Kintone through Latenode.
Configure the Docparser and Kintone 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 Kintone 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, Kintone, 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 Kintone integration works as expected. Depending on your setup, data should flow between Docparser and Kintone (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 Kintone
Docparser + Kintone + Slack: When Docparser extracts data from a new invoice, it creates a new record in Kintone. Subsequently, a summary of the extracted data is sent to a specified Slack channel to notify relevant personnel.
Kintone + Docparser + Google Sheets: When a record is updated in Kintone, data from that record is used to fetch a document from a URL using Docparser. The fetched and parsed data is then saved into a Google Sheets spreadsheet for further analysis or record-keeping.
Docparser and Kintone 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 Kintone
Integrate Kintone into Latenode to automate custom application workflows. Sync data, trigger actions, and manage processes without code. Extend Kintone's capabilities with Latenode's visual builder, JavaScript functions, and AI tools to automate data validation, reporting, and notifications. Scale efficiently and only pay for what you use.
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FAQ Docparser and Kintone
How can I connect my Docparser account to Kintone using Latenode?
To connect your Docparser account to Kintone 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 Kintone accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Kintone records from parsed invoices?
Yes, you can! Latenode's visual editor makes it easy to extract data from Docparser and update Kintone records, streamlining your accounting workflows and saving time.
What types of tasks can I perform by integrating Docparser with Kintone?
Integrating Docparser with Kintone allows you to perform various tasks, including:
- Automatically creating Kintone records from parsed documents.
- Updating existing Kintone records with extracted data.
- Triggering workflows based on specific data points from Docparser.
- Populating Kintone fields with data extracted from invoices.
- Centralizing document data in Kintone for reporting and analysis.
Can I use JavaScript code to transform Docparser data before Kintone?
Yes! Latenode lets you use JavaScript to manipulate Docparser data, ensuring it perfectly fits your Kintone structure before updating records.
Are there any limitations to the Docparser and Kintone integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex document parsing may require advanced Docparser configuration.
- Kintone API rate limits can affect the speed of large data transfers.
- Custom JavaScript code requires a basic understanding of programming.
