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How to connect NoCRM and Docparser
Create a New Scenario to Connect NoCRM 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 NoCRM, triggered by another scenario, or executed manually (for testing purposes). In most cases, NoCRM or Docparser will be your first step. To do this, click "Choose an app," find NoCRM or Docparser, and select the appropriate trigger to start the scenario.
Add the NoCRM Node
Select the NoCRM node from the app selection panel on the right.
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Add the Docparser Node
Next, click the plus (+) icon on the NoCRM 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 NoCRM 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 NoCRM 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 NoCRM, 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 NoCRM and Docparser integration works as expected. Depending on your setup, data should flow between NoCRM 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 NoCRM and Docparser
Docparser + NoCRM + Slack: When a document is parsed in Docparser, extract contact details and create a new lead in NoCRM. Then, send a notification to a designated Slack channel to alert the sales team about the new lead.
Docparser + NoCRM + Google Sheets: Upon parsing an invoice in Docparser, the extracted data is used to create or update a lead in NoCRM. Subsequently, relevant invoice details and lead information are logged as a new row in Google Sheets for reporting purposes.
NoCRM and Docparser integration alternatives
About NoCRM
Use NoCRM with Latenode to automate your sales pipeline. Automatically create new leads, update existing records, or trigger follow-up actions based on status changes. Latenode lets you connect NoCRM data to other apps, enrich it with AI, and build custom workflows for lead qualification, all without code and scalable to your needs.
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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 NoCRM and Docparser
How can I connect my NoCRM account to Docparser using Latenode?
To connect your NoCRM account to Docparser on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select NoCRM and click on "Connect".
- Authenticate your NoCRM and Docparser accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update NoCRM leads from parsed documents?
Yes, you can! Latenode lets you map data extracted by Docparser directly to NoCRM leads, saving time and ensuring accurate, up-to-date information. Use AI to handle complex parsing variations.
What types of tasks can I perform by integrating NoCRM with Docparser?
Integrating NoCRM with Docparser allows you to perform various tasks, including:
- Automatically creating new NoCRM leads from parsed application forms.
- Updating lead information in NoCRM with data extracted from invoices.
- Triggering NoCRM actions when a document with specific criteria is parsed.
- Parsing customer feedback from documents and logging activities in NoCRM.
- Using parsed data to generate custom reports inside NoCRM.
HowcanIautomaticallycreateNoCRMactivityfromDocparserdata?
Latenode simplifies this! Use parsed Docparser data to trigger NoCRM activity creation, ensuring all relevant information is logged automatically.
Are there any limitations to the NoCRM 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 configurations.
- NoCRM's API rate limits might affect high-volume data processing.
- Data mapping requires careful setup to ensure accurate information transfer.
