TextMine and Salesflare
How to connect TextMine
- Via Zapier — 28 operations available. Set it up ↗
What you can automate
- When new Business Record in TextMine, find or create account in Salesflare.
- When new or Updated Agent Task in TextMine, create task in Salesflare.
- When new Account in Salesflare, create Business Record in TextMine.
- When new Task in Salesflare, add Task Message in TextMine.
About TextMine
TextMine is an AI powered document data extraction and management tool.
TextMine operations on Zapier
Triggers (4)
Start a workflow when this happens
- New Business Record — Triggers when extracted or validated business data appears in a TextMine record schema.
- New Document — Triggers when a document is uploaded, imported, or processed in a TextMine vault.
- New Report — Triggers when a report appears in a TextMine vault.
- New or Updated Agent Task — Triggers when a TextMine agent task appears or changes status.
Actions (18)
Things Salesflare can make it do
- Add Document Assignee — Adds an assignee or reviewer to a TextMine document.
- Add Task Message — Adds a follow-up instruction or clarification to a TextMine task.
- Cancel Task — Cancels a non-terminal TextMine task.
- Create Agent — Creates a TextMine Magic Agent.
- Create Agent Task — Creates a TextMine agent task for document review, extraction, or follow-up work.
Show 13 more actions
- Create Business Record — Creates a TextMine business record.
- Create Magic Workflow — Creates an enabled TextMine Magic Workflow.
- Create Record Schema — Creates a TextMine business record schema.
- Create Report Template — Creates a custom TextMine report template.
- Create Vault — Creates a TextMine vault for an existing team.
- Create or Replace Record Field Value — Creates or replaces a field value on a TextMine business record.
- Decide Task Approval — Approves or rejects a pending TextMine task approval.
- Generate AI Report — Generates a TextMine AI report from a prompt, documents, or a vault.
- Import Document From Connected App — Imports a file from Google Drive, Box, OneDrive, or SharePoint into TextMine document processing.
- Reprocess Document — Queues the TextMine processing pipeline for an existing document.
- Start Task — Starts or resumes a TextMine draft or waiting task.
- Suggest Record Schema — Creates a suggested TextMine business record schema from a prompt or supplied definition.
- Update Document — Renames a document, changes its document type, or queues reprocessing.
Searches (6)
Look up existing records
- Find Business Record — Finds a TextMine business record by ID.
- Find Document — Finds a TextMine document by ID.
- Find Report — Finds a TextMine report by ID.
- Find Task — Finds a TextMine task by ID.
- Search Business Records — Searches records in a TextMine record schema.
Show 1 more searches
- Search Documents — Searches TextMine documents by query, team, vault, document type, status, or date.
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