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How to connect Kommo and Docparser
Create a New Scenario to Connect Kommo 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 Kommo, triggered by another scenario, or executed manually (for testing purposes). In most cases, Kommo or Docparser will be your first step. To do this, click "Choose an app," find Kommo or Docparser, and select the appropriate trigger to start the scenario.
Add the Kommo Node
Select the Kommo node from the app selection panel on the right.
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Add the Docparser Node
Next, click the plus (+) icon on the Kommo 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 Kommo 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 Kommo 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 Kommo, 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 Kommo and Docparser integration works as expected. Depending on your setup, data should flow between Kommo 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 Kommo and Docparser
Docparser + Kommo + Google Sheets: When a new document is parsed in Docparser, the extracted data is used to update or create a contact in Kommo. A new row is then added to a Google Sheet, logging the updated contact information.
Docparser + Kommo + Slack: When Docparser parses a new document and updates a contact in Kommo, a Slack notification is sent to a specified channel to alert the team about the contact update.
Kommo and Docparser integration alternatives
About Kommo
Integrate Kommo with Latenode to automate sales processes. Trigger actions in other apps when deals change status, or create Kommo leads from form submissions. Build custom workflows with no-code tools or JavaScript, scaling your sales automation without complex coding. Use Latenode's visual editor to connect Kommo to your entire tech stack.
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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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See how Latenode works
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FAQ Kommo and Docparser
How can I connect my Kommo account to Docparser using Latenode?
To connect your Kommo account to Docparser on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Kommo and click on "Connect".
- Authenticate your Kommo and Docparser accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Kommo contacts from parsed invoices?
Yes, you can! Latenode allows you to parse invoices with Docparser and automatically update corresponding contact information in Kommo, streamlining your CRM data management with no-code ease.
What types of tasks can I perform by integrating Kommo with Docparser?
Integrating Kommo with Docparser allows you to perform various tasks, including:
- Extract data from parsed documents into Kommo contact fields.
- Automatically create new Kommo leads from parsed application forms.
- Update deal stages in Kommo based on data extracted from Docparser.
- Trigger Kommo tasks upon successful document parsing in Docparser.
- Enrich Kommo data by pulling information from parsed documents.
Can I use JavaScript to transform data between Kommo and Docparser?
Yes! Latenode's JavaScript blocks let you manipulate data from Docparser before it reaches Kommo, offering unparalleled flexibility beyond simple field mapping.
Are there any limitations to the Kommo and Docparser integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex document structures may require advanced Docparser configuration.
- High API call volumes may be subject to rate limits by Kommo or Docparser.
- Real-time updates depend on the polling frequency configured in Latenode.
