Connect Parseur to OnePageCRM

Both apps 36Parseur 16OnePageCRM 20

• Trigger
  New Document Export Failed

  Triggered when Parseur fails to export a document to its destination.

• Trigger
  New Document Not Processed

  Triggered when Parseur receives a document it cannot extract data from, so you can follow it up.

• Trigger
  New Document Processed

  Triggered 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 Mailbox

  Triggers 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 Processed

  Triggers 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 Document

  Sends 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 File

  Uploads 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 Document

  Deletes a document from Parseur by its ID.

• Action
  Delete Mailbox

  Deletes a Parseur mailbox and everything in it. This cannot be undone.

• Action
  Get Document

  Returns one document from Parseur by its ID, including its processing status and the data Parseur extracted from it.

• Action
  Get Mailbox

  Returns one Parseur mailbox by its ID, with its email address, document counts and settings.

• Action
  List Documents

  Returns the documents in Parseur, optionally narrowed to one mailbox or one processing status.

• Action
  List Mailboxes

  Returns the mailboxes in your Parseur account, with the email address to send documents to and how many documents each holds.

• Action
  Reprocess Document

  Sends an existing document back through parsing, for example after you update its template. Returns the document's ID, name and processing status.

• Action
  Update Mailbox

  Updates a Parseur mailbox's settings. Only the values you supply are changed — anything you leave blank keeps its current setting.

• Trigger
  Closed Sales Cycle

  Triggered when a sales cycle is closed — a deal is marked won or lost.

• Trigger
  Completed Next Action

  Triggered when a next action is marked done in OnePageCRM.

• Trigger
  New Call

  Triggered when a phone call is logged in OnePageCRM.

• Trigger
  New Contact

  Triggered when a new contact is created in OnePageCRM.

• Trigger
  New Deal

  Triggered when a new deal is created in OnePageCRM.

• Trigger
  New Next Action

  Triggered when a new next action is created in OnePageCRM.

• Trigger
  New Note

  Triggered when a new note is added to a contact in OnePageCRM.

• Trigger
  Updated Contact

  Triggered when a contact is created or changed in OnePageCRM.

• Trigger
  Updated Deal

  Triggered when a deal is created or changed in OnePageCRM.

• Action
  Close Sales Cycle

  Closes a deal in OnePageCRM by marking the sales cycle won or lost, with an optional close date and note.

• Action
  Create Call

  Logs a phone call against a contact in OnePageCRM, with notes, the number dialed, the outcome and an optional recording link.

• Action
  Create Contact

  Creates a contact in OnePageCRM, including your account's own custom fields.

• Action
  Create Deal

  Creates a deal against a contact in OnePageCRM, with an amount, expected close date and notes.

• Action
  Create Next Action

  Adds a next action (a to-do) against a contact in OnePageCRM, with an optional due date and assignee.

• Action
  Create Note

  Adds a note to a contact's timeline in OnePageCRM.

• Action
  Find Contact

  Finds a contact in OnePageCRM by email address, or by searching names and companies, and returns the first match plus every match.

• Action
  Find Deal

  Finds a deal in OnePageCRM by contact, status or name, and returns the first match plus every match.

• Action
  Find User

  Finds a user in your OnePageCRM account by email address or name, and returns the first match plus every match.

• Action
  Update Contact

  Updates a contact in OnePageCRM, including your account's own custom fields. Anything you leave blank keeps its current value.

• Action
  Update Deal

  Updates a deal in OnePageCRM. Anything you leave blank keeps its current value.

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