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with Agile CRM and Docparser?
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Popular Ways to Connect Agile CRM with Docparser#
Popular Agile CRM and Docparser Triggers#
Emit new event every time a document is processed and parsed data is available. See the documentation
Popular Agile CRM and Docparser Actions#
Used to change the score of a contact. See the documentation
Fetches a document from a provided URL and imports it to Docparser for parsing. See the documentation
Adds a tag or tags to an existing contact. See the documentation
Uploads a document to docparser that initiates parsing immediately after reception. See the documentation
Overview of Agile CRM#
The Agile CRM API interacts with Agile's sales, marketing, and service software, offering a suite of features including contact management, deals, and campaign automation. On Pipedream, you can automate interactions with Agile CRM, such as syncing contacts, updating deals, or triggering campaigns. By leveraging Pipedream's serverless platform, you can connect Agile CRM to hundreds of other apps, creating custom, automated workflows that operate in real-time, and with no server maintenance required.
Connect Agile CRM#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
agile_crm: {
type: "app",
app: "agile_crm",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://${this.agile_crm.$auth.domain}.agilecrm.com/dev/api/contacts`,
auth: {
username: `${this.agile_crm.$auth.username}`,
password: `${this.agile_crm.$auth.api_key}`,
},
})
},
})
Overview of Docparser#
Docparser is a tool for extracting data from documents, such as PDFs, Word, and images. With the Docparser API, you can automate the process of capturing data without manual entry, transforming documents into actionable information. It shines in scenarios where structured information needs to be pulled from files that typically require manual data entry, such as invoices, forms, and reports.
Connect Docparser#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
docparser: {
type: "app",
app: "docparser",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.docparser.com/v1/ping`,
auth: {
username: `${this.docparser.$auth.api_key}`,
password: ``,
},
})
},
})
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