Connect DocuPipe and Fluentcrm

Both apps 30DocuPipe 16Fluentcrm 14

• Trigger
  Document Processed

  Triggers when a document finishes parsing and OCR is complete.

• Action
  Add schema

  Creates a new extraction schema in DocuPipe from a JSON schema you supply, and returns its schema ID.

• Action
  Analyze document

  Asks DocuPipe a list of plain-language questions about one document and starts the analysis, returning the analysis ID to fetch the answers with.

• Action
  Classify Document

  Sends one or more documents to DocuPipe to be sorted into your classes, and returns the job that is doing the work.

• Action
  Delete document

  Removes a document from your DocuPipe account.

• Action
  Delete schema

  Removes an extraction schema from your DocuPipe account.

• Action
  Extract Data From Document

  Pulls structured data out of a document using one of your schemas, and returns the extraction to fetch the results with.

• Action
  Find documents by criteria

  Finds documents in your DocuPipe account whose file name or document ID matches what you search for.

• Action
  Get Document

  Returns one document from your DocuPipe account, with its file details, processing status, parsed text and your own metadata.

• Action
  Get Extraction Result

  Returns the data DocuPipe pulled out of a document, shaped by the schema that was used, along with per-field confidence details.

• Action
  Get schema

  Returns one extraction schema from your DocuPipe account, including the JSON schema it applies and its guidelines.

• Action
  List documents

  Returns the documents in your DocuPipe account, optionally narrowed to one dataset or a date range.

• Action
  List extractions

  Returns the data extractions in your DocuPipe account, optionally narrowed to one schema, one document, or a specific set of extractions.

• Action
  List schemas

  Returns the extraction schemas in your DocuPipe account.

• Action
  Upload and Extract Data

  Sends a file to DocuPipe and immediately starts pulling structured data out of it, returning both the new document and the extraction.

• Action
  Upload Document

  Sends a file to DocuPipe to be read and turned into a document you can extract data from.

• Trigger
  New Contact

  Triggers when a new contact is added to FluentCRM, optionally only for a given tag, list or status.

• Action
  Add Note to Contact

  Adds a note to a FluentCRM contact, with a title, description, note type and optional date.

• Action
  Create Contact

  Creates a new contact in FluentCRM, optionally adding them to tags and lists.

• Action
  Create List

  Creates a new contact list in FluentCRM and returns it.

• Action
  Create Tag

  Creates a new tag in FluentCRM that you can use to organise contacts.

• Action
  Delete Contact

  Permanently deletes a contact and all of its associated data from FluentCRM.

• Action
  Find Contacts

  Finds FluentCRM contacts matching a search term (name, email or other contact details), optionally narrowed by tag, list, status or company.

• Action
  Get Contact

  Returns one FluentCRM contact by its ID or email address, including its tags, lists and custom field values.

• Action
  List Contact Notes

  Returns the notes recorded on a FluentCRM contact, optionally filtered by note title.

• Action
  List Lists

  Returns all contact lists in FluentCRM, optionally filtered by a search term and sorted.

• Action
  List Tags

  Returns the tags defined in your FluentCRM account, optionally filtered by a search term and sorted.

• Action
  Send Double Opt-in Email

  Sends a double opt-in confirmation email to a contact who is not yet subscribed.

• Action
  Track Event

  Records a custom event on a FluentCRM contact, or increments its counter if the same event was already tracked for that contact.

• Action
  Update Contact

  Updates an existing FluentCRM contact's details and custom field values, and adds or removes tags and lists.

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