Connect InfluencerSoft to Docupanda

Both apps 26InfluencerSoft 12Docupanda 14

• Trigger
  New Coupon

  Triggers when a new discount coupon is created in InfluencerSoft.

• Trigger
  New Group

  Triggers when a new contact group (subscription list) is created in InfluencerSoft.

• Trigger
  New Product

  Triggers when a new product is created in InfluencerSoft.

• Action
  Add Tag to Lead

  Adds one or more tags to an existing contact, found by email.

• Action
  Add/Update Lead

  Creates a contact, or updates the existing one with the same email, and can add or remove its groups and tags in the same call.

• Action
  Create Order

  Creates an order (invoice) for a customer with one or more products, optionally already paid, with coupon, affiliate and UTM details.

• Action
  List Additional Users

  Returns every additional user (manager) in the account, with their id and name.

• Action
  List Coupons

  Returns every discount coupon in the account, with its id and code.

• Action
  List Groups

  Returns every contact group (subscription list) in the account, with its id, API id and title.

• Action
  List Products

  Returns every product in the account, with its id, system name and title.

• Action
  Remove Lead From List

  Removes an existing contact, found by email, from one or more groups.

• Action
  Remove Tag From Lead

  Removes one or more tags from an existing contact, found by email.

• Action
  Add class

  Adds a new document class, with a name and description, to your classification taxonomy.

• Action
  Add document

  Submits a document to DocuPipe for processing from a URL or base64 file contents, and returns its document id and job id.

• Action
  Add schema

  Creates a new extraction schema in DocuPanda from a JSON Schema definition, describing the structured data to pull from documents.

• Action
  Classify documents

  Starts a classification job that sorts one or more documents into your classes. Returns the job ID and status.

• Action
  Delete document

  Deletes a document previously submitted to DocuPanda for processing.

• Action
  Find documents

  Finds documents whose filename or document ID matches the search text, optionally within one dataset.

• Action
  Get document

  Returns a processed document, including its processing status, extracted text, pages and metadata.

• Action
  Get job

  Returns a DocuPanda job by its ID, including its status, timestamps and job-type-specific details.

• Action
  Get schema

  Returns a DocuPanda extraction schema by its ID, including its name, JSON schema definition and guidelines.

• Action
  Get standardization

  Returns a standardization's extracted JSON data along with its document, schema, job and metadata details.

• Action
  List classes

  Returns every document class defined in your DocuPipe classification taxonomy.

• Action
  List documents

  Returns the documents submitted to DocuPipe, optionally filtered by dataset and creation date range.

• Action
  List schemas

  Returns the extraction schemas in your DocuPanda account.

• Action
  Standardize documents

  Starts standardizing a document into structured data against a schema (or an auto-generated draft schema). Returns the job and standardization ids.

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