Bring Docparser results into account change reviews
When account details change, Notis can fetch parsed results from a Docparser parser so you can review the related document data alongside the account work.
Trigger
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Action
Get Multiple Document Results
Tool to retrieve parsed data from multiple documents processed by a specific parser. Use when you need to fetch results for multiple documents at once. Returns up to 100 results by default, with a maximum of 10000.
Why this helps
Account updates and extracted document details often live in separate tools, making it harder to get the context needed for a timely review.
- Bring multiple parsed document results into a Salesforce account review.
- Reduce tool switching when account information changes.
- Summarize returned data in a Notis run report.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Docparser once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to retrieve and summarize results from the specified Docparser parser when a Salesforce account is created or updated.
- 4Pick Account Created or Updated and select the report channel.
- 5Test with one real account event and inspect the returned results.
Questions about this workflow
Can this action retrieve results for any parser?
Action 5779 retrieves results for a specific parser, so the parser needs to be identified in the instruction or otherwise available to Notis.
How many results can it return?
It returns up to 100 results by default, with a maximum of 10,000.
Does it create or update Salesforce account fields?
No. The listed Docparser action retrieves results; it does not write to Salesforce.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Docparser. A trigger fires from one place; an action lands in another.
Salesforce triggers
Docparser actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Multiple Document Results
Tool to retrieve parsed data from multiple documents processed by a specific parser. Use when you need to fetch results for multiple documents at once. Returns up to 100 results by default, with a maximum of 10000.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Parser Models
Tool to retrieve all model layouts for a specific parser. Use when you need to list different layout configurations within a parser that help handle document variations.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
List Parsers
Tool to retrieve all Document Parsers linked to your account. Use when you need to view available parsers or obtain parser IDs for subsequent operations.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Ping API
Tool to test API authentication and connection health check for Docparser API. Use when you need to verify that API credentials are valid and the connection is working.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Connect any two apps with Notis in the middle.
Salesforce and Docparser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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