Connect Parseur and ProcessPlan

Both apps 33Parseur 16ProcessPlan 17

• 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
  Field Updated

  Triggers when a field value on a running process is changed.

• Trigger
  Process Instance Completed

  Triggers when a process is completed.

• Trigger
  Process Instance Started

  Triggers when a new process is started.

• Trigger
  Task Assigned

  Triggers when a task is assigned to someone.

• Trigger
  Task Canceled

  Triggers when a task is canceled.

• Trigger
  Task Completed

  Triggers when a task is completed.

• Trigger
  Task Due Date Changed

  Triggers when a pending task's due date is set or changed.

• Trigger
  Task Notes Updated

  Triggers when the notes on a pending task are updated.

• Trigger
  Task Past Due

  Triggers when a pending task becomes past due.

• Trigger
  Task Start Date Changed

  Triggers when a pending task's start date is set or changed.

• Action
  Cancel a Process

  Cancels a running process.

• Action
  Cancel a Process Task

  Cancels a pending task in a running process.

• Action
  Complete a Task

  Completes a pending task by submitting one of its responses.

• Action
  Find a Process Instance

  Finds process instances whose properties match a filter, such as the instance description.

• Action
  Start a New Process

  Starts a new process from a process template and fills in its starting fields.

• Action
  Start a Process Task

  Starts a task in a running process out of its normal order. Use with caution.

• Action
  Update Process Fields

  Saves new values into one or more fields of a running process.

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