Parsio and Salesflare
How to connect Parsio
- Via Zapier — 6 operations available. Set it up ↗
- Via Make — 6 modules available. Set it up ↗
About Parsio
Parsio is an AI-powered document extraction tool. Extract structured data from your PDFs, emails and other documents, automatically.
Parsio operations on Zapier
Triggers (4)
Start a workflow when this happens
- Attachment Received — Triggers when a new email attachment is received.
- Document Parsed — Triggers when Parsio finishes parsing a document. If the document contains table fields, they are returned as nested arrays.
- Document Parsed (Flat Tables) — Triggers when Parsio finishes parsing a document. If the document contains table fields, they are flattened into columns.
- Table Parsed — Triggers when a particular table field is parsed (new or old document). This trigger only provides table data without other mailbox regular and meta fields.
Actions (2)
Things Salesflare can make it do
- Extract Data From a Document — Imports a document into a Parsio mailbox, waits for parsing to finish, and returns the extracted data in the same Zap step. ZIP files are not supported. If parsing takes too long, the action returns with parsing_in_progress: true so you can continue the workflow and retrieve the result later if needed.
- Extract Data From a Document (Async) — Imports a document into a Parsio mailbox and returns the document ID immediately, without waiting for parsing to finish. Use the Document Parsed trigger to get extracted data when it is ready. If you want parsed data back in the same Zap step, use the 'Extract Data From a Document' action instead.
Parsio operations on Make
Triggers (4)
Start a workflow when this happens
- Watch Attachments — Triggers when a new email attachment is received.
- Watch Document Parsed — Triggers when a document is parsed.
- Watch Document Parsed (Flattened) — Triggers when a document is parsed. Table fields are flattened (passed as columns).\n\n
- Watch Table Parsed — Triggers when a particular table is parsed. Provides parsed table rows without other mailbox fields.
Actions (2)
Things Salesflare can make it do
- Make an API Call — Make an arbitrary call to Parsio's public API.
- Upload a Document for Parsing — Imports a document into a Parsio mailbox for parsing. By default, the module waits for parsing to finish. In Advanced settings, you can switch to async mode to return immediately with the document ID instead.
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