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Automatically extract data from invoices or documents uploaded to Pipedrive using OCR Space. Latenode's visual editor makes setup easy, while affordable execution-based pricing simplifies scaling your document processing workflows without complex code.
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Create a New Scenario to Connect Pipedrive and OCR Space
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Pipedrive, triggered by another scenario, or executed manually (for testing purposes). In most cases, Pipedrive or OCR Space will be your first step. To do this, click "Choose an app," find Pipedrive or OCR Space, and select the appropriate trigger to start the scenario.
Add the Pipedrive Node
Select the Pipedrive node from the app selection panel on the right.
Pipedrive
Configure the Pipedrive
Click on the Pipedrive node to configure it. You can modify the Pipedrive URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the OCR Space Node
Next, click the plus (+) icon on the Pipedrive node, select OCR Space from the list of available apps, and choose the action you need from the list of nodes within OCR Space.
Pipedrive
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OCR Space
Authenticate OCR Space
Now, click the OCR Space node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your OCR Space settings. Authentication allows you to use OCR Space through Latenode.
Configure the Pipedrive and OCR Space 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 Pipedrive and OCR Space Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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OCR Space
Trigger on Webhook
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Pipedrive
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Pipedrive, OCR Space, and any additional nodes, donβt 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 βRun onceβ and triggering an event to check if the Pipedrive and OCR Space integration works as expected. Depending on your setup, data should flow between Pipedrive and OCR Space (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Pipedrive + OCR Space + Google Sheets: When a new deal is added to Pipedrive, if a file (business card) is attached, it is sent to OCR Space to extract the text. The extracted data is then added as a new row in a Google Sheet.
OCR Space + Pipedrive + Slack: When OCR Space processes a document and extracts text, the automation searches for a person in Pipedrive using the extracted information. If a matching person is found, their Pipedrive record is updated, and a Slack message is sent to a designated channel, notifying the sales team about the updated contact information.
About Pipedrive
Sync Pipedrive with Latenode to automate sales workflows. Update deals, create activities, or trigger personalized emails based on deal stages. Use Latenode's visual editor and JavaScript node to build custom lead qualification and routing logic. Scale your sales automation without complex code or per-step pricing limits.
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About OCR Space
Need to extract text from images or PDFs? Use OCR Space in Latenode to automatically process documents and integrate the data into your workflows. Automate invoice processing, data entry, or compliance checks. Latenode adds flexible logic, file parsing, and destinations to your OCR results, scaling beyond single-document processing.
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How can I connect my Pipedrive account to OCR Space using Latenode?
To connect your Pipedrive account to OCR Space on Latenode, follow these steps:
Can I automatically update Pipedrive deals using OCR?
Yes, you can! Latenode's visual editor makes it easy to extract data from invoices with OCR Space and automatically update corresponding deal information in Pipedrive, saving time and improving data accuracy.
What types of tasks can I perform by integrating Pipedrive with OCR Space?
Integrating Pipedrive with OCR Space allows you to perform various tasks, including:
How do I handle errors when processing documents with OCR Space?
Latenode's advanced error handling allows you to automatically retry failed OCR processes or send alerts for manual review, ensuring data integrity.
Are there any limitations to the Pipedrive and OCR Space integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: