Connect DocuPipe and Terros

Both apps 42DocuPipe 16Terros 26

• 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
  List Calendar Events

  Triggers when a new calendar event appears in Terros.

• Trigger
  List Status Ids

  Triggers when a new disposition (account status) is added in Terros.

• Trigger
  List Tasks

  Triggers when a new task appears in Terros.

• Trigger
  List Workflow Action IDs

  Triggers when a new action is added to a Terros workflow.

• Trigger
  List Workflow IDs

  Triggers when a new workflow is added in Terros.

• Trigger
  List Workflow Stage IDs

  Triggers when a new stage is added to a Terros workflow.

• Trigger
  New Account

  Triggers when a new account is added in Terros.

• Trigger
  New User

  Triggers when a new user is added to your Terros company.

• Action
  Add meeting

  Creates a recurring team meeting in Terros with a schedule, reminders and optional check-in rules.

• Action
  Create/Update Account

  Creates a Terros account, or updates it when the account ID is given.

• Action
  Create User

  Adds a user to your Terros company.

• Action
  Delete Account

  Deletes an account (a homeowner or lead record) from Terros by its account ID.

• Action
  Delete Calendar Event

  Deletes a calendar event.

• Action
  Delete meeting

  Archives a meeting in Terros, or permanently deletes it when Archive is set to false.

• Action
  Delete task

  Removes one or more Terros tasks, archiving them by default or deleting them permanently.

• Action
  Delete User

  Removes a user from your Terros company.

• Action
  Find Account

  Finds a Terros account by account ID, external lead ID or source ID.

• Action
  Find User

  Finds users whose name or email matches the search text.

• Action
  Get task

  Returns a single Terros task by its ID, including its subject, status, owner and criteria.

• Action
  List Accounts

  Returns accounts, optionally filtered by user, workflow or search text.

• Action
  List Available Closers

  Lists closers and their open appointment times for a team or user.

• Action
  List Users

  Returns the users in your Terros company, optionally limited to one team.

• Action
  List Workflow IDs

  Returns the workflows you can see, with their IDs.

• Action
  Make Report

  Runs a KPI report for the chosen KPIs, grouped by user, team or another dimension.

• Action
  Update meeting

  Updates a Terros meeting, replacing its team, name, recurring schedule, reminders, check-in options, location and meeting link.

• Action
  Update User

  Updates a Terros user's name, email, phone or time zone.

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