Extract details from organization tax forms
Make compliance intake easier to review from the first organization event.
Trigger
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Action
ASTICA_READ_TEXT
Tool to perform ocr on an image to extract text. use when you need to read raw text from images after confirming the image source.
Why this helps
Tax forms are often scanned images that slow down onboarding and verification.
- Speed document review
- Surface missing fields
- Reduce transcription work
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Astica ai once in the Notis portal.
- 2Create the automation and describe the fields and summary you need.
- 3Tell Notis to OCR the tax form image URL in a new organization and flag missing or uncertain identifiers.
- 4Select the New Organization Received trigger.
- 5Choose a report destination and test with one real tax form image.
Questions about this workflow
Does it validate tax status?
No. It extracts visible text and can flag fields for a human to validate.
Can the output be a checklist?
Yes. Request a checklist of extracted and missing fields in the automation prompt.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Astica ai. A trigger fires from one place; an action lands in another.
Pipedrive triggers
Astica ai actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Analyze Audio
Tool to analyze audio input for transcription. use when you need to convert an audio url or base64 string to text.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
ASTICA_READ_TEXT
Tool to perform ocr on an image to extract text. use when you need to read raw text from images after confirming the image source.
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
New Note Received Trigger
Triggered when a new note is created in Pipedrive
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Connect any two apps with Notis in the middle.
Pipedrive and Astica ai, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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