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
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