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How to connect Docparser and NoCRM
Create a New Scenario to Connect Docparser and NoCRM
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 NoCRM will be your first step. To do this, click "Choose an app," find Docparser or NoCRM, 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 NoCRM Node
Next, click the plus (+) icon on the Docparser node, select NoCRM from the list of available apps, and choose the action you need from the list of nodes within NoCRM.
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Authenticate NoCRM
Now, click the NoCRM node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your NoCRM settings. Authentication allows you to use NoCRM through Latenode.
Configure the Docparser and NoCRM 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 NoCRM 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, NoCRM, 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 NoCRM integration works as expected. Depending on your setup, data should flow between Docparser and NoCRM (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 NoCRM
Docparser + NoCRM + Slack: When Docparser parses a document, the data is used to create a new lead in NoCRM. Upon successful lead creation, a notification is sent to a designated Slack channel.
NoCRM + Docparser + Google Sheets: When a lead's status changes to 'Won' in NoCRM, the data from a specified document parsed by Docparser is added as a new row to a Google Sheet for reporting purposes.
Docparser and NoCRM 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 NoCRM
Use NoCRM with Latenode to automate your sales pipeline. Automatically create new leads, update existing records, or trigger follow-up actions based on status changes. Latenode lets you connect NoCRM data to other apps, enrich it with AI, and build custom workflows for lead qualification, all without code and scalable to your needs.
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See how Latenode works
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FAQ Docparser and NoCRM
How can I connect my Docparser account to NoCRM using Latenode?
To connect your Docparser account to NoCRM 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 NoCRM accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create NoCRM leads from parsed invoices?
Yes, you can! Latenode lets you seamlessly transfer data from Docparser to NoCRM, automatically creating new leads and saving time. Customize your workflow with JavaScript for advanced data transformation.
What types of tasks can I perform by integrating Docparser with NoCRM?
Integrating Docparser with NoCRM allows you to perform various tasks, including:
- Automatically create new leads in NoCRM from parsed document data.
- Update existing NoCRM leads with information extracted from documents.
- Trigger follow-up actions in NoCRM based on specific document content.
- Extract key data points from documents and log them as NoCRM activity.
- Enrich NoCRM contact details using parsed information from forms.
How to handle errors when parsing documents in Docparser on Latenode?
Latenode's error handling allows you to set up alerts and retry logic when parsing fails, ensuring no data is lost and boosting workflow reliability.
Are there any limitations to the Docparser and NoCRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex document structures in Docparser might require advanced JavaScript for parsing.
- NoCRM's API rate limits could affect large-scale data processing workflows.
- Custom field mapping requires careful configuration to ensure data accuracy.
