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How to connect Docparser and Wealthbox
Create a New Scenario to Connect Docparser and Wealthbox
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 Wealthbox will be your first step. To do this, click "Choose an app," find Docparser or Wealthbox, 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 Wealthbox Node
Next, click the plus (+) icon on the Docparser node, select Wealthbox from the list of available apps, and choose the action you need from the list of nodes within Wealthbox.
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Authenticate Wealthbox
Now, click the Wealthbox node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Wealthbox settings. Authentication allows you to use Wealthbox through Latenode.
Configure the Docparser and Wealthbox 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 Wealthbox 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, Wealthbox, 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 Wealthbox integration works as expected. Depending on your setup, data should flow between Docparser and Wealthbox (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 Wealthbox
Docparser + Wealthbox + Slack: When Docparser parses a document, the extracted data is used to update a contact in Wealthbox. Slack then sends a message to a specified channel, notifying users of the update.
Docparser + Wealthbox + Google Sheets: When Docparser parses a document, the extracted data updates a contact in Wealthbox, and is then added as a new row in Google Sheets for further analysis.
Docparser and Wealthbox 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 Wealthbox
Automate Wealthbox tasks inside Latenode to streamline financial workflows. Create clients, manage opportunities, or trigger actions based on CRM data. Connect Wealthbox to other apps and add custom logic using Latenode’s visual editor and code functions for seamless automation without manual steps.
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See how Latenode works
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FAQ Docparser and Wealthbox
How can I connect my Docparser account to Wealthbox using Latenode?
To connect your Docparser account to Wealthbox 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 Wealthbox accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Wealthbox contacts from parsed documents?
Yes, you can! Latenode allows real-time updating, ensuring your Wealthbox contact information is always current based on data extracted by Docparser. Save time and improve accuracy.
What types of tasks can I perform by integrating Docparser with Wealthbox?
Integrating Docparser with Wealthbox allows you to perform various tasks, including:
- Automatically create new Wealthbox contacts from parsed documents.
- Update existing Wealthbox contact information with data from Docparser.
- Trigger custom workflows based on specific data points parsed from documents.
- Create tasks in Wealthbox when new documents are parsed by Docparser.
- Enrich contact profiles in Wealthbox using data extracted from parsed files.
How does Latenode handle complex document parsing with Docparser?
Latenode supports advanced Docparser features, letting you use custom parsing rules and AI to extract data from any document type reliably.
Are there any limitations to the Docparser and Wealthbox integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Data parsing accuracy depends on the quality of the document and Docparser setup.
- Complex workflows may require intermediate steps or JavaScript for data transformation.
- Rate limits for Docparser and Wealthbox APIs still apply within Latenode.
