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How to connect Instantly and Docparser
Create a New Scenario to Connect Instantly and Docparser
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 Instantly, triggered by another scenario, or executed manually (for testing purposes). In most cases, Instantly or Docparser will be your first step. To do this, click "Choose an app," find Instantly or Docparser, and select the appropriate trigger to start the scenario.
Add the Instantly Node
Select the Instantly node from the app selection panel on the right.
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Configure the Instantly
Click on the Instantly node to configure it. You can modify the Instantly URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Docparser Node
Next, click the plus (+) icon on the Instantly node, select Docparser from the list of available apps, and choose the action you need from the list of nodes within Docparser.
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Authenticate Docparser
Now, click the Docparser node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Docparser settings. Authentication allows you to use Docparser through Latenode.
Configure the Instantly and Docparser 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 Instantly and Docparser 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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Save and Activate the Scenario
After configuring Instantly, Docparser, 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 Instantly and Docparser integration works as expected. Depending on your setup, data should flow between Instantly and Docparser (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Instantly and Docparser
Docparser + Google Sheets: When a new document is parsed in Docparser, extract the data and add it as a new row in a Google Sheet for lead tracking and analysis.
Docparser + Instantly + HubSpot: When Docparser extracts contact details from a document, create or update a contact in HubSpot after enriching the lead information using Instantly.
Instantly and Docparser integration alternatives
About Instantly
Use Instantly in Latenode to automate email outreach at scale. Connect Instantly to your CRM, database, or lead sources and build automated sequences based on triggers. Enrich data and route responses using Latenode's visual editor and JS node for custom logic — all without per-step pricing limits.
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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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FAQ Instantly and Docparser
How can I connect my Instantly account to Docparser using Latenode?
To connect your Instantly account to Docparser on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Instantly and click on "Connect".
- Authenticate your Instantly and Docparser accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I extract email addresses from parsed documents into Instantly?
Yes, you can! Latenode allows seamless data transfer between Docparser and Instantly, automatically adding leads extracted from documents. Scale with AI-powered parsing and enrichment.
What types of tasks can I perform by integrating Instantly with Docparser?
Integrating Instantly with Docparser allows you to perform various tasks, including:
- Automatically updating Instantly with data parsed from uploaded invoices.
- Creating new Instantly leads from business cards processed by Docparser.
- Populating Instantly fields with information extracted from PDF reports.
- Triggering email campaigns in Instantly based on Docparser document status.
- Enriching Instantly profiles using data from parsed application forms.
How do I handle errors during Instantly data synchronization inside Latenode?
Latenode provides robust error handling with retry mechanisms and detailed logs, ensuring data integrity between Instantly and Docparser even on failures.
Are there any limitations to the Instantly and Docparser integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex document layouts in Docparser might require advanced configuration.
- Instantly API rate limits may affect high-volume data transfers.
- Real-time data synchronization depends on the polling interval configured.
