Connect Business Pilot and Parseur

Both apps 72Business Pilot 56Parseur 16

• Trigger
  New Contact

  List contacts.

• Trigger
  New Contract

  List contracts.

• Trigger
  New Enquiry

  List enquiries.

• Trigger
  New Invoice

  List invoices.

• Trigger
  New Lead

  List leads.

• Trigger
  New Purchase Order

  List purchase orders.

• Trigger
  New Purchase Order Invoice

  List purchase order invoices.

• Trigger
  New Purchase Order Invoice Query

  List purchase order invoice queries.

• Trigger
  New Service Call

  List service calls.

• Trigger
  New Supplier

  List suppliers.

• Trigger
  Updated Contact

  List contacts.

• Trigger
  Updated Contract

  List contracts.

• Trigger
  Updated Enquiry

  List enquiries.

• Trigger
  Updated Invoice

  List invoices.

• Trigger
  Updated Lead

  List leads.

• Trigger
  Updated Purchase Order

  List purchase orders.

• Trigger
  Updated Purchase Order Invoice

  List purchase order invoices.

• Trigger
  Updated Purchase Order Invoice Query

  List purchase order invoice queries.

• Trigger
  Updated Service Call

  List service calls.

• Trigger
  Updated Supplier

  List suppliers.

• Action
  Create Contact Note

  Add a note to a contact.

• Action
  Create Contract Note

  Add a note to a contract.

• Action
  Create Lead

  Create a lead.

• Action
  Create Lead Note

  Add a note to a lead.

• Action
  Create Purchase Order Line

  Add a line to a purchase order.

• Action
  Find a Contact

  Retrieve a single contact.

• Action
  Find a Contact Type

  Retrieve a single contact type.

• Action
  Find a Contract

  Retrieve a single contract.

• Action
  Find a Lead

  Retrieve a single lead.

• Action
  Find a Lead Type

  Retrieve a single lead/contract type.

• Action
  Find All Contacts

  List contacts.

• Action
  Find All Contact Types

  List contact types.

• Action
  Find All Contracts

  List contracts.

• Action
  Find All Document Types

  List document types.

• Action
  Find All Enquiries

  List enquiries.

• Action
  Find All Invoices

  List invoices.

• Action
  Find All Leads

  List leads.

• Action
  Find All Lead Sources

  List lead sources.

• Action
  Find All Lead Types

  List lead/contract types.

• Action
  Find All Product Interests

  List product interests.

• Action
  Find All Product Types

  List product types.

• Action
  Find All Project Types

  List project types.

• Action
  Find All Purchase Order Invoice Queries

  List purchase order invoice queries.

• Action
  Find All Purchase Order Invoices

  List purchase order invoices.

• Action
  Find All Purchase Orders

  List purchase orders.

• Action
  Find All Sales Areas

  List sales areas.

• Action
  Find All Service Calls

  List service calls.

• Action
  Find an Enquiry

  Retrieve a single enquiry.

• Action
  Find an Invoice

  Retrieve a single invoice.

• Action
  Find a Purchase Order

  Retrieve a single purchase order.

• Action
  Find a Purchase Order Invoice

  Retrieve a single purchase order invoice.

• Action
  Find a Purchase Order Invoice Query

  Retrieve a single purchase order invoice query.

• Action
  Find a Service Call

  Retrieve a single service call.

• Action
  Find Roles

  List user roles.

• Action
  Find Suppliers

  List suppliers.

• Action
  Update Purchase Order

  Modify purchase order delivery information.

• Trigger
  New Document Export Failed

  Triggered when Parseur fails to export a document to its destination.

• Trigger
  New Document Not Processed

  Triggered when Parseur receives a document it cannot extract data from, so you can follow it up.

• Trigger
  New Document Processed

  Triggered when Parseur finishes extracting data from a document, with the extracted fields.

• Trigger
  New Document Processed (With List Items)

  Triggered when Parseur finishes extracting data from a document, including any table or list fields it found (line items, rows).

• Trigger
  New Mailbox

  Triggers when a new mailbox is created in your Parseur account. Returns the mailbox's name, email prefix, AI engine and document counts.

• Trigger
  New Table Field Processed

  Triggers once for every row of a table or list field when Parseur finishes processing a document. Returns the row's values along with the document and mailbox it came from.

• Action
  Create Document

  Sends text or HTML content to a Parseur mailbox as a new document, so Parseur can extract its data. Returns the new document's ID.

• Action
  Create Document From File

  Uploads a file (PDF, DOCX, image and so on) to a Parseur mailbox as a new document, so Parseur can extract its data. Returns the new document's ID.

• Action
  Delete Document

  Deletes a document from Parseur by its ID.

• Action
  Delete Mailbox

  Deletes a Parseur mailbox and everything in it. This cannot be undone.

• Action
  Get Document

  Returns one document from Parseur by its ID, including its processing status and the data Parseur extracted from it.

• Action
  Get Mailbox

  Returns one Parseur mailbox by its ID, with its email address, document counts and settings.

• Action
  List Documents

  Returns the documents in Parseur, optionally narrowed to one mailbox or one processing status.

• Action
  List Mailboxes

  Returns the mailboxes in your Parseur account, with the email address to send documents to and how many documents each holds.

• Action
  Reprocess Document

  Sends an existing document back through parsing, for example after you update its template. Returns the document's ID, name and processing status.

• Action
  Update Mailbox

  Updates a Parseur mailbox's settings. Only the values you supply are changed — anything you leave blank keeps its current setting.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.