Connect DocumentPro and Saasu

Both apps 37DocumentPro 15Saasu 22

• Trigger
  New Document

  Triggers when a document is uploaded.

• Action
  Add classifier

  create a new Classifier.

• Action
  Add workflow

  create a new Workflow (extraction template).

• Action
  Classify document

  classify a document inline without a saved Classifier.

• Action
  Delete classifier

  delete a Classifier.

• Action
  Delete workflow

  delete a Workflow.

• Action
  Get classifier

  fetch a single Classifier by id.

• Action
  Get document

  fetch a single document by id.

• Action
  Get workflow

  fetch a single Workflow by id.

• Action
  List classifiers

  list saved Classifiers.

• Action
  Run classifier against document

  run a saved Classifier against a document.

• Action
  Run workflow against document

  Start an extraction Workflow against a document. The run is asynchronous: it returns a request_id immediately and the extracted data arrives once the job completes.

• Action
  Update classifier

  update an existing Classifier.

• Action
  Update workflow

  update an existing Workflow.

• Action
  Upload Document

  Upload a document (PDF, JPEG, PNG or TIFF) up to 6MB so it can be classified or parsed by a workflow.

• Trigger
  New Contact

  Triggers when a new contact is added to your Saasu file.

• Action
  Add activity

  Creates an activity (task, call, meeting, note) in your Saasu file, optionally attached to a contact or transaction.

• Action
  Add company

  Creates a company record in Saasu.

• Action
  Add item

  Creates an inventory or combo item in Saasu.

• Action
  Add journal

  Creates a manual journal entry with debit and credit lines in a Saasu file.

• Action
  Create Contact

  Creates a new contact (person) in your Saasu file and returns its id.

• Action
  Create Item Invoice

  Creates an item-layout invoice, quote or order in Saasu with inventory item line items.

• Action
  Create Service Invoice

  Creates a service-layout sale or purchase invoice in Saasu, with line items described by account and amount.

• Action
  Delete contact

  Deletes a contact from your Saasu file.

• Action
  Delete invoice

  Deletes a sale or purchase invoice from the Saasu file.

• Action
  Delete item

  Deletes an inventory item from the Saasu file.

• Action
  Email invoice

  Emails a Saasu invoice to the email address you specify.

• Action
  Find accounts

  Returns the accounts in your Saasu chart of accounts, filtered by type, status, bank-account flag or header account.

• Action
  Find companies

  Returns the companies in your Saasu file whose name matches, optionally limited to a last-modified date range.

• Action
  Find Contact

  Finds Saasu contacts matching an email, name, company or other criteria and returns the matching contacts.

• Action
  Find items

  Returns the inventory and combo items whose code or description matches the search text.

• Action
  Get contact

  Returns a single Saasu contact by its ID.

• Action
  Get invoice

  Returns a single Saasu invoice (sale or purchase) by its ID, including line items and totals.

• Action
  Get journal

  Returns a single journal transaction, including its date, reference, summary and journal line items.

• Action
  Update contact

  Updates an existing contact in Saasu, such as their name, email, phone numbers, addresses and customer/supplier flags.

• Action
  Update invoice

  Updates an existing Saasu sale or purchase invoice, replacing its details and line items.

• Action
  Update item

  Updates an existing inventory or combo item in Saasu, such as its code, description, prices, accounts and tax codes.

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