DocuPipe and Salesflare

How to connect DocuPipe

Via Zapier — 8 operations available. Set it up ↗
Via Make — 4 modules available. Set it up ↗

About DocuPipe

DocuPipe is a service that turns PDFs, images, and scanned documents into structured JSON data. Upload invoices, forms, receipts, or any document type.

DocuPipe operations on Zapier

Triggers (2)

Start a workflow when this happens

Document Processed — Triggers when a document finishes parsing and OCR is complete.
Extraction Complete — Triggers when data extraction finishes with structured JSON output.

Actions (6)

Things Salesflare can make it do

Classify Document — Classify a document into one or more categories.
Extract Data From Document — xtract structured data from a document using a schema. Returns the extracted JSON.
Get Document — Retrieve a document's details and parsed text.
Get Extraction Result — Retrieve a completed extraction's structured data.
Upload Document — Upload a document for parsing. Returns the parsed text when OCR is complete.

Show 1 more actions

Upload and Extract Data — Upload a document and extract structured data in one step.

DocuPipe operations on Make

Triggers (1)

Start a workflow when this happens

Watch New Standardizations — Triggers when a document has been successfully transformed into a standardized JSON. \n\nThis captures both upload made with make.com and API events, as well as events driven by manual usage of DocuPanda.io.

Actions (3)

Things Salesflare can make it do

Extract Data from Document using a Schema — Convert your document (PDF, scan) into a JSON using your own definition of fields you want to extract. Handles tables, handwriting, and any layout. \n\nYou can use your dashboard on docupanda.io to create a new custom schema and handle your own unique documents.
Make an API Call — Performs any API call.\n\nAPI docs: https://docs.docupipe.ai
Run a Document through Workflow — Process a document using a workflow that you have defined on DocuPipe's website