Confirm Docparser is reachable after Salesforce task activity
Keep a simple connection check attached to Salesforce task activity. When a task is created or marked complete, Notis can ping Docparser and report whether its API authentication works.
Trigger
Task Created or Completed
Triggers when a Task is created or when its status changes to Completed in Salesforce. Supports optional filtering by task Status or Subject.
Action
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.
Why this helps
Connection issues can go unnoticed until someone needs parsed document results, adding an avoidable interruption to busy workdays.
- Check Docparser authentication on a meaningful task event.
- Get a clear run report without manually opening another app.
- Spot API connectivity issues before the next document-related task.
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 give it a clear name.
- 3In one instruction, ask Notis to ping Docparser and report the API health when the Salesforce task event occurs.
- 4Pick Task Created or Completed as the trigger and select a report channel.
- 5Test with one real task event and review the health-check report.
Questions about this workflow
Does the trigger run only for completed tasks?
Event 16815 can trigger when a Task is created or when its status changes to Completed. It supports optional filtering by task Status or Subject.
What does the Docparser ping do?
Action 5782 tests API authentication and connection health. It does not parse or retrieve document data.
Can this tell me which document failed to parse?
No. The ping checks connection health only. The available actions do not expose parsing errors.
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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