Mautic and Docparser Integration

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Automatically add leads to Mautic from parsed documents using Docparser. Latenode's visual editor simplifies complex workflows, while affordable execution-based pricing reduces costs as you scale. Customize parsing logic with JavaScript for advanced use cases.

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Mautic

Docparser

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Mautic and Docparser

Create a New Scenario to Connect Mautic 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 Mautic, triggered by another scenario, or executed manually (for testing purposes). In most cases, Mautic or Docparser will be your first step. To do this, click "Choose an app," find Mautic or Docparser, and select the appropriate trigger to start the scenario.

Add the Mautic Node

Select the Mautic node from the app selection panel on the right.

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Mautic

Configure the Mautic

Click on the Mautic node to configure it. You can modify the Mautic URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Sign In

Run node once

Add the Docparser Node

Next, click the plus (+) icon on the Mautic 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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Docparser

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.

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Sign In

Run node once

Configure the Mautic 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.

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Docparser Oauth 2.0

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Select an action *

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The action ID

Run node once

Set Up the Mautic 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 Mautic, 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 Mautic and Docparser integration works as expected. Depending on your setup, data should flow between Mautic 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 Mautic and Docparser

Docparser + Google Sheets + Mautic: When a document is parsed by Docparser, the extracted data, like invoice amount, is added as a new row to a Google Sheet. Based on the total spend (calculated in Google Sheets), the corresponding contact in Mautic is updated with the customer's tier or status.

Docparser + Mautic + Slack: When a contact form is parsed by Docparser, a new contact is created or updated in Mautic. A notification with the new lead information is then sent to a designated Slack channel to alert the sales team.

Mautic and Docparser integration alternatives

About Mautic

Automate marketing with Mautic in Latenode. Sync contacts, track campaigns, and trigger actions based on customer behavior. Integrate Mautic with other apps for a 360° view of your customers. Use Latenode's visual editor and code blocks to build custom workflows that adapt to your business needs without complex coding or expensive add-ons.

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.

Mautic + Docparser integration

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FAQ Mautic and Docparser

How can I connect my Mautic account to Docparser using Latenode?

To connect your Mautic account to Docparser on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Mautic and click on "Connect".
  • Authenticate your Mautic and Docparser accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically update Mautic contacts from parsed invoices?

Yes, with Latenode! Automatically update Mautic contacts with data extracted from invoices using Docparser. Latenode's no-code blocks and JavaScript support ensure seamless data transformation and accuracy.

What types of tasks can I perform by integrating Mautic with Docparser?

Integrating Mautic with Docparser allows you to perform various tasks, including:

  • Automatically adding new leads to Mautic from parsed application forms.
  • Updating Mautic contact information based on parsed survey responses.
  • Triggering personalized email campaigns in Mautic from parsed order confirmations.
  • Creating Mautic segments based on data extracted from parsed contracts.
  • Generating Mautic reports using data aggregated from parsed financial documents.

How scalable is Mautic integration using Latenode workflows?

Latenode offers robust scalability. Handle increasing data volumes from Docparser to Mautic efficiently, leveraging Latenode's serverless architecture.

Are there any limitations to the Mautic and Docparser integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex document parsing may require advanced Docparser configuration.
  • Large-scale data migrations might require optimizing workflow execution.
  • Mautic API rate limits can affect the speed of data updates.

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