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How to connect Knack and Docparser
Create a New Scenario to Connect Knack 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 Knack, triggered by another scenario, or executed manually (for testing purposes). In most cases, Knack or Docparser will be your first step. To do this, click "Choose an app," find Knack or Docparser, and select the appropriate trigger to start the scenario.
Add the Knack Node
Select the Knack node from the app selection panel on the right.
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Add the Docparser Node
Next, click the plus (+) icon on the Knack 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 Knack 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 Knack 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 Knack, 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 Knack and Docparser integration works as expected. Depending on your setup, data should flow between Knack 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 Knack and Docparser
Docparser + Knack + Airtable: When Docparser parses a new invoice, the data is used to update corresponding records in both Knack and Airtable.
Docparser + Knack + Google Sheets: When Docparser parses a new sales contract, customer information is updated in Knack, and the contract details are logged in Google Sheets.
Knack and Docparser integration alternatives
About Knack
Use Knack with Latenode to build custom database apps and automate workflows. Connect Knack data to other services, like CRMs or marketing tools, without code. Latenode lets you transform and route Knack data, create advanced logic, and scale automation beyond Knack's built-in limits, all visually and affordably.
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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 Knack and Docparser
How can I connect my Knack account to Docparser using Latenode?
To connect your Knack account to Docparser on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Knack and click on "Connect".
- Authenticate your Knack and Docparser accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Knack records using parsed data?
Yes, you can! Latenode's visual editor makes it easy to map parsed Docparser data directly into your Knack database, automating data entry and ensuring accuracy. Benefit from real-time updates.
What types of tasks can I perform by integrating Knack with Docparser?
Integrating Knack with Docparser allows you to perform various tasks, including:
- Automatically creating Knack records from parsed invoices.
- Updating inventory in Knack based on Docparser purchase orders.
- Extracting contact information from documents into a Knack CRM.
- Populating Knack fields with data from parsed application forms.
- Triggering Knack workflows based on specific data found in documents.
Can I use JavaScript to transform data between Knack and Docparser?
Yes! Latenode lets you use JavaScript blocks to reshape data and customize your Knack and Docparser workflows. Easily handle complex data transformations.
Are there any limitations to the Knack 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.
- High API request volumes can be subject to Knack and Docparser rate limits.
- Custom JavaScript code requires a working knowledge of the language.
