Check Docparser when a new Salesforce lead arrives
A new lead can be a cue to check that your document parsing setup is ready. Notis can verify the Docparser connection and surface the parsers linked to your account.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Action
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.
Why this helps
Finding out that Docparser credentials or parser setup need attention while handling a new prospect adds a context switch and delays follow-up.
- Surface Docparser connection problems when a new lead enters Salesforce.
- See which parsers are available without leaving the lead workflow.
- Keep a concise run report for follow-up.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Docparser once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a name and prompt.
- 3Tell Notis to check the Docparser connection and list available parsers when a Salesforce lead is created.
- 4Pick the New Lead trigger and choose where run reports should go.
- 5Test with one real lead and review the report.
Questions about this workflow
Does this parse a lead's documents?
No. It checks the Docparser API connection and lists linked parsers. Parsing or creating documents is not among the available actions.
What starts the automation?
The Salesforce New Lead Trigger, event 16813, starts it when a new Lead is created.
Can it choose a parser based on lead fields?
The available actions do not include a document parsing action or a parser selection action. Notis can report the list of linked parsers.
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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