Docparser + Platform.ly Integration

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1. Select when the automation is executed

2. Select what action you want to automate

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Parsed document data is available in Docparser
Triggers the automation when a document is parsed
Parsed table is available in Docparser
Triggers the automation when a table is parsed
Contact is created in Platform.ly
Triggers the automation when a new contact is created
Tag is created in Platform.ly
Triggers the automation when a tag is added
Custom field is created in Platform.ly
Triggers the automation when a new custom field is created
Segment is created in Platform.ly
Triggers the automation when a segment is created

Upload document in Docparser
Uploads a document to the system
Fetch document from URL in Docparser
Retrieves a document from a particular url
Create Contact in Platform.ly
Adds a new contact to the database
Update Contact in Platform.ly
Updates contact information with new details
Add tag to a contact in Platform.ly
Adds a tag to a contact
Search contact in Platform.ly
Finds and retrieves contact information
Add note to contact in Platform.ly
Adds notes to a contact's profile
Remove tag from contact in Platform.ly
Untag the contact
Remove all tags from contact in Platform.ly
Removes all tags from a contact
Add segment to contact in Platform.ly
Categorize contacts into segments based on predefined criteria
Remove segment from contact in Platform.ly
Removes a segment from a contact
Remove all segments from contact in Platform.ly
Removes all segments from a contact

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You Can Also Connect Docparser or Platform.ly With 1200+ Other Apps

Docparser is software for extracting data from PDF, Word (docx), Excel and Powerpoint documents. It automatically detects tables, lists, images and charts in the documents and extracts all data from them.

See Docparser Integrations

Platformly helps you automate your marketing to deliver consistent and personalized engagement at scale. We unify all your channels and data into a single, actionable source of truth.

See Platform.ly Integrations