Parsio + PipelineDeals Integration

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Create Your Own Parsio & PipelineDeals Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Document is parsed (Flat tables) in Parsio
Triggers the automation when a document is parsed into flat tables
Instant
Document is parsed (Nested tables) in Parsio
Triggers the automation when a document containing nested tables is parsed
Instant
Table is parsed in Parsio
Triggers the automation when a table is parsed
Instant
Attachment is recieved in Parsio
Triggers the automation when a file or document is attached to an incoming email
Instant
Person is created in PipelineDeals
Triggers the automation when a new person is created
Instant
Company is created in PipelineDeals
Triggers the automation when a new company is created
Instant
Deal is created in PipelineDeals
Triggers the automation when a deal is created
Instant
Deal status is changed in PipelineDeals
Triggers the automation when the deal status is changed
Instant
Deal is moved in PipelineDeals
Triggers the automation when a deal is moved with
Instant

Create Deal in PipelineDeals
Generates a new deal with
Update Deal in PipelineDeals
Updates deal information based on new criteria or changes
Create Person in PipelineDeals
Generates a new person
Update Person in PipelineDeals
Updates the information of a person
Create Company in PipelineDeals
Generates a new company profile with given details
Update Company in PipelineDeals
Updates company information
Search company in PipelineDeals
Finds information about a company
Search deal in PipelineDeals
Retrieves and find a deal
Create Task in PipelineDeals
Creates a new task
Create Activity (Note) in PipelineDeals
Creates a new activity with a note

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Want to automate something else in your workflow?

You Can Also Connect Parsio or PipelineDeals With 1200+ Other Apps

Parsio offers a solution to quickly extract and analyze data from your emails. Whether it be an email campaign, a newsletter or a transactional message, Parsio will help you understand your customers and boost your sales.

See Parsio Integrations

PipelineDeals is a CRM that lets you organize, track, and manage your deals, leads, and contacts. Create offers tailored to your customers' sales cycle. Follow up with emails & phone calls. Close deals faster than ever before!

See PipelineDeals Integrations