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Triggers and actions 17 triggers · 26 actions
Trigger
New Document Export FailedTriggered when Parseur fails to export a document to its destination.
Trigger
New Document Not ProcessedTriggered when Parseur receives a document it cannot extract data from, so you can follow it up.
Trigger
New Document ProcessedTriggered 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 MailboxTriggers 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 ProcessedTriggers 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 DocumentSends 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 FileUploads 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 DocumentDeletes a document from Parseur by its ID.
Action
Delete MailboxDeletes a Parseur mailbox and everything in it. This cannot be undone.
Action
Get DocumentReturns one document from Parseur by its ID, including its processing status and the data Parseur extracted from it.
Action
Get MailboxReturns one Parseur mailbox by its ID, with its email address, document counts and settings.
Action
List DocumentsReturns the documents in Parseur, optionally narrowed to one mailbox or one processing status.
Action
List MailboxesReturns the mailboxes in your Parseur account, with the email address to send documents to and how many documents each holds.
Action
Reprocess DocumentSends an existing document back through parsing, for example after you update its template. Returns the document's ID, name and processing status.
Action
Update MailboxUpdates a Parseur mailbox's settings. Only the values you supply are changed — anything you leave blank keeps its current setting.
Trigger
Company AddedTriggers when a new company is created or added to a group.
Trigger
Company Custom Field UpdatedTriggers when a company custom field (for example tag, status, text, assignee) is updated.
Trigger
Company RemovedTriggers when a company is deleted from the workspace or removed from a group.
Trigger
Company UpdatedTriggers when a company basic field (like name, email or URL) in a group is updated.
Trigger
Deal AddedFires when a new deal is created. Poll GET /v1/deals sorted by creation date.
Trigger
Deal RemovedFires when a deal is deleted from a pipeline.
Trigger
Deal UpdatedFires when a deal is updated (stage change, field update). Poll GET /v1/deals sorted by update date.
Trigger
Person AddedTriggers when a new person is created or added to a group.
Trigger
Person Custom Field UpdatedTriggers when a person custom field (for example tag, status, text, assignee) is updated.
Trigger
Person RemovedTriggers when a person is deleted from the workspace or removed from a group.
Trigger
Person UpdatedTriggers when a person basic field (like first name, job title, email or URL) in a group is updated.
Action
Create CompanyCreates a company in folk, optionally adding it to a group and setting that group's custom fields.
Action
Create DealCreates a deal in a folk group, optionally linked to companies and people, and sets that deal type's custom fields.
Action
Create GroupCreates a group in folk. A default "All people" table view is added to the group automatically.
Action
Create NoteCreates a note on a folk person, company or deal. Optionally posts it as a reply to an existing note.
Action
Create PersonCreates a person in folk, optionally adding them to a group and setting that group's custom fields.
Action
Create ReminderCreates a reminder on a folk person, company or deal, scheduled with an iCalendar recurrence rule.
Action
Delete CompanyDeletes a company from folk by its id.
Action
Delete PersonDeletes a person from folk by their id. This also removes their custom fields, notes and associations.
Action
Find a CompanySearches folk companies by name, email or website and returns the matches, with the first one broken out for easy mapping.
Action
Find a PersonSearches folk people by email, full name or phone and returns the matches, with the first one broken out for easy mapping.
Action
Get a CompanyFetches one folk company by id, including its custom field values.
Action
Get a NoteFetches one folk note by id, with its text, author and the record it is attached to.
Action
Get a PersonFetches one folk person by id, including their custom field values.
Action
List GroupsReturns the groups in the folk workspace, with each group's id, name and visibility.
Action
Update CompanyUpdates a folk company. Only the fields you fill in are changed; list fields such as emails replace the whole list.
Action
Update PersonUpdates a folk person. Only the fields you fill in are changed; list fields such as emails replace the whole list.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
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