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How to connect Docparser and Kommo
Create a New Scenario to Connect Docparser and Kommo
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 Kommo will be your first step. To do this, click "Choose an app," find Docparser or Kommo, 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 Kommo Node
Next, click the plus (+) icon on the Docparser node, select Kommo from the list of available apps, and choose the action you need from the list of nodes within Kommo.
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Authenticate Kommo
Now, click the Kommo node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Kommo settings. Authentication allows you to use Kommo through Latenode.
Configure the Docparser and Kommo 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 Kommo 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, Kommo, 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 Kommo integration works as expected. Depending on your setup, data should flow between Docparser and Kommo (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 Kommo
Docparser + Kommo + Slack: When a new document is parsed in Docparser, the data is used to update a lead in Kommo. Then, a Slack notification is sent to the sales team to inform them of the updated lead.
Kommo + Docparser + Google Sheets: When a deal is updated in Kommo, Docparser fetches and processes the contract URL. The extracted data is then saved to a Google Sheets spreadsheet for reporting and analysis.
Docparser and Kommo 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 Kommo
Integrate Kommo with Latenode to automate sales processes. Trigger actions in other apps when deals change status, or create Kommo leads from form submissions. Build custom workflows with no-code tools or JavaScript, scaling your sales automation without complex coding. Use Latenode's visual editor to connect Kommo to your entire tech stack.
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See how Latenode works
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FAQ Docparser and Kommo
How can I connect my Docparser account to Kommo using Latenode?
To connect your Docparser account to Kommo 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 Kommo accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Kommo contacts from parsed invoices?
Yes, you can! Latenode lets you automatically update Kommo with data extracted from Docparser, ensuring your CRM is always current and saving you manual data entry.
What types of tasks can I perform by integrating Docparser with Kommo?
Integrating Docparser with Kommo allows you to perform various tasks, including:
- Automatically creating new Kommo leads from parsed form submissions.
- Updating existing Kommo contact details using data from parsed documents.
- Triggering Kommo tasks based on specific data points extracted by Docparser.
- Populating Kommo custom fields with information extracted from invoices.
- Creating Kommo deals from parsed order confirmations.
How does Latenode handle complex data extraction from Docparser?
Latenode uses advanced data mapping, allowing you to precisely extract and transfer Docparser data to Kommo, even with varied document formats.
Are there any limitations to the Docparser and Kommo 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.
- The number of operations is subject to the limitations of your Docparser plan.
- Real-time updates depend on the webhook configurations of both Docparser and Kommo.
