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How to connect Monday and Docparser
Create a New Scenario to Connect Monday 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 Monday, triggered by another scenario, or executed manually (for testing purposes). In most cases, Monday or Docparser will be your first step. To do this, click "Choose an app," find Monday or Docparser, and select the appropriate trigger to start the scenario.
Add the Monday Node
Select the Monday node from the app selection panel on the right.
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Add the Docparser Node
Next, click the plus (+) icon on the Monday 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 Monday 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 Monday 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 Monday, 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 Monday and Docparser integration works as expected. Depending on your setup, data should flow between Monday 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 Monday and Docparser
Docparser + Monday + Slack: When a new document is parsed in Docparser, a new item is created in Monday, and a message is sent to a Slack channel to notify the finance team.
Docparser + Monday + Google Sheets: When a document is parsed in Docparser, it updates a project in Monday, and the project update details are logged in a Google Sheet.
Monday and Docparser integration alternatives
About Monday
Sync Monday boards with other apps in Latenode to automate project updates and task management. Trigger actions in other systems (like sending emails or updating databases) based on Monday status changes. Visualize and customize workflows easily, scaling automations without complex code or per-step fees.
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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 Monday and Docparser
How can I connect my Monday account to Docparser using Latenode?
To connect your Monday account to Docparser on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Monday and click on "Connect".
- Authenticate your Monday and Docparser accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Monday with data parsed from invoices?
Yes, you can! Latenode's visual editor makes it easy to extract invoice data in Docparser and update columns in Monday, streamlining your accounting processes.
What types of tasks can I perform by integrating Monday with Docparser?
Integrating Monday with Docparser allows you to perform various tasks, including:
- Automatically creating Monday items from parsed document data.
- Updating Monday columns with specific data points extracted by Docparser.
- Triggering Monday automations based on Docparser document processing.
- Centralizing document-driven workflows from Docparser in Monday.
- Using Latenode to perform advanced data manipulation between the apps.
Can I use JavaScript to transform data between Monday and Docparser?
Yes! Latenode supports custom JavaScript blocks, enabling you to transform and enrich data flowing between Monday and Docparser with ease.
Are there any limitations to the Monday and Docparser integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex document structures in Docparser might require advanced configuration.
- Rate limits of the Monday API may affect high-volume data transfers.
- Real-time synchronization depends on the polling interval configured in Latenode.
