Dotloop + Parsio Integration

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Dotloop + Parsio Integration
1.
  • Dotloop
    Loop is created in Dotloop

    Triggers the automation when a new loop has been set up

  • Parsio
    Document is parsed (Flat tables) in Parsio

    Triggers the automation when a document is parsed into flat tables

    Instant
  • Parsio
    Document is parsed (Nested tables) in Parsio

    Triggers the automation when a document containing nested tables is parsed

    Instant
  • Parsio
    Table is parsed in Parsio

    Triggers the automation when a table is parsed

    Instant
  • Parsio
    Attachment is recieved in Parsio

    Triggers the automation when a file or document is attached to an incoming email

    Instant
2.
  • Dotloop
    Create loop in Dotloop

    Creates a new loop

  • Dotloop
    Create contact in Dotloop

    Adds a new contact to the database

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