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How to connect Docparser and Youform
Create a New Scenario to Connect Docparser and Youform
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 Youform will be your first step. To do this, click "Choose an app," find Docparser or Youform, 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 Youform Node
Next, click the plus (+) icon on the Docparser node, select Youform from the list of available apps, and choose the action you need from the list of nodes within Youform.
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Authenticate Youform
Now, click the Youform node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Youform settings. Authentication allows you to use Youform through Latenode.
Configure the Docparser and Youform 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 Youform 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, Youform, 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 Youform integration works as expected. Depending on your setup, data should flow between Docparser and Youform (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 Youform
Youform + Docparser + Google Sheets: When a new form submission is received in Youform, the attached document is parsed by Docparser. The combined form data and parsed document information are then added as a new row in Google Sheets for consolidated reporting.
Youform + Docparser + Airtable: On a new form submission in Youform, Docparser extracts data from the attached documents. Airtable creates a new record, combining the form submission data with the extracted data from Docparser, allowing for organized tracking and management.
Docparser and Youform 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 Youform
Use Youform in Latenode to capture data and kick off automated processes. Create forms, then automatically trigger workflows to process submissions, update databases, and send notifications. Extend Youform with JavaScript code inside Latenode for custom validation and complex logic. Scale form-driven automation without vendor lock-in.
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See how Latenode works
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FAQ Docparser and Youform
How can I connect my Docparser account to Youform using Latenode?
To connect your Docparser account to Youform 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 Youform accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically populate Youform fields with parsed data?
Yes, you can! Latenode's visual editor makes it easy to map Docparser data to Youform fields, automating data entry and saving valuable time. Use low-code transforms to reshape the data.
What types of tasks can I perform by integrating Docparser with Youform?
Integrating Docparser with Youform allows you to perform various tasks, including:
- Automatically creating Youform entries from parsed invoice data.
- Updating contact information in Youform based on parsed document details.
- Triggering form submissions in Youform after successful document parsing.
- Validating user-submitted data against parsed data for accuracy.
- Creating new leads in Youform from parsed application forms.
Can I use JavaScript to transform Docparser data before sending it to Youform?
Yes! Latenode allows you to use JavaScript blocks to manipulate data between Docparser and Youform, offering unparalleled flexibility.
Are there any limitations to the Docparser and Youform integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex document parsing may require advanced Docparser configuration.
- Youform's API rate limits may affect high-volume data transfer.
- Certain data types might require custom formatting for compatibility.
