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Automatically add new leads to Salesmate from unstructured data parsed by Airparser. Latenode's visual editor and affordable pay-per-use pricing makes building and scaling this automation easier than ever, with no coding required.
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Airparser
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Create a New Scenario to Connect Salesmate and Airparser
In the workspace, click the โCreate New Scenarioโ button.
Add the First Step
Add the first node โ a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Salesmate, triggered by another scenario, or executed manually (for testing purposes). In most cases, Salesmate or Airparser will be your first step. To do this, click "Choose an app," find Salesmate or Airparser, and select the appropriate trigger to start the scenario.
Add the Salesmate Node
Select the Salesmate node from the app selection panel on the right.
Salesmate
Configure the Salesmate
Click on the Salesmate node to configure it. You can modify the Salesmate URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Airparser Node
Next, click the plus (+) icon on the Salesmate node, select Airparser from the list of available apps, and choose the action you need from the list of nodes within Airparser.
Salesmate
โ
Airparser
Authenticate Airparser
Now, click the Airparser node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Airparser settings. Authentication allows you to use Airparser through Latenode.
Configure the Salesmate and Airparser 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 Salesmate and Airparser Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
โ
AI Anthropic Claude 3
โ
Airparser
Trigger on Webhook
โ
Salesmate
โ
โ
Iterator
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Webhook response
Save and Activate the Scenario
After configuring Salesmate, Airparser, and any additional nodes, donโt 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 โRun onceโ and triggering an event to check if the Salesmate and Airparser integration works as expected. Depending on your setup, data should flow between Salesmate and Airparser (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Airparser + Salesmate + Google Sheets: When Airparser extracts data from an invoice in an email, the information is used to update or create a contact record in Salesmate. The details of this transaction are then logged in a Google Sheet for tracking and reporting.
Airparser + Salesmate + Slack: When Airparser extracts a new lead from a document, a new contact is created in Salesmate. A notification is then sent to a designated Slack channel to alert the sales team about the new lead.
About Salesmate
Automate Salesmate tasks within Latenode to streamline sales processes. Trigger actions like lead creation or deal updates based on events in other apps. Connect Salesmate to your marketing stack, enrich data, and manage follow-ups using visual workflows and custom logic, avoiding manual data entry. Scale your sales automation without code, paying only for execution time.
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About Airparser
Airparser in Latenode extracts data from PDFs, emails, and documents. Automate data entry by feeding parsed content directly into your CRM or database. Use Latenode's logic functions to validate or transform data, then trigger actions like sending notifications or updating records. Scale document processing without complex code.
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How can I connect my Salesmate account to Airparser using Latenode?
To connect your Salesmate account to Airparser on Latenode, follow these steps:
Can I automatically update Salesmate deals with parsed invoice data?
Yes, you can! Latenode's visual editor makes it easy to automatically update Salesmate deal information using parsed invoice data from Airparser, saving time and ensuring data accuracy.
What types of tasks can I perform by integrating Salesmate with Airparser?
Integrating Salesmate with Airparser allows you to perform various tasks, including:
How does Latenode handle Salesmate API rate limits?
Latenode intelligently manages API requests to avoid rate limits, ensuring reliable Salesmate automation, with built-in retry mechanisms and queue management.
Are there any limitations to the Salesmate and Airparser integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: