AlgoDocs + Nutshell

Create Nutshell leads from new extracted AlgoDocs data

Effortlessly generate new leads in Nutshell whenever new data is extracted in AlgoDocs. With this automation, once the extracted data is available in AlgoDocs, a lead will be created in Nutshell, ensuring a seamless process and enabling you to capitalize on important information. Stay organized and save valuable time by setting up this efficient workflow between AlgoDocs and Nutshell.

When this happens...
Extracted Data Available
Triggers when a new Document is processed and extracted data is available.
TriggerScheduled
automatically do this!
Create Lead
Creates a new Lead.
ActionWrite

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Supported triggers and actions

- FolderRequired
- Document ExtractorRequired
Trigger
Scheduled
Try It
- FolderRequired
- ExtractorRequired
- FilenameRequired
- FileRequired
Action
Write
Activity Logged
Triggers when an Activity is logged.
Trigger
Instant
Try It
New Activity
Triggers when new Activity is created.
Trigger
Instant
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Instant
Try It

- NameRequired
- Email
- Phone
- Related person
- Url
- Street address
- City
- State
- Country
- Postal Code
- Company Type
- Tags
- Territory
- Industry
- Full address
Action
Write
- Lead Name
- Products
- Price
- Quantity
- Market
- Pipeline
- Assignee
- Related company
- Related person
- Sources
- Tags
- Competitors
- Note
Action
Write

- Existing companyRequired
- Name
- Description
- Assignee
- Revenue
- Employee Count
- Company Type
- Owner
- Email Address
- Phone
- Url
- Tags
- Territory
- Industry
- Street address
- City
- State
- Country
- Postal Code
- Tags
- Full address
Action
Write
- Existing leadRequired
- Stage
- Confidence
- Close Date
- Expected close time
- Assignee
- Is Hot
- Tags
Action
Write
- Email Address or Phone NumberRequired
Action
Search
- User emailRequired
Action
Search
- Email AddressRequired
- NameRequired
- Phone
- Related company
- Street address
- City
- State
- Country
- Postal Code
- Tags
- Territory
- Audience
- Url
- Full address
Action
Search or write

- FolderRequired
- Document ExtractorRequired
Trigger
Scheduled
Try It
Lead Won
Triggers when a lead is won.
Trigger
Instant
Try It
New Company
Triggers when new Company is created.
Trigger
Instant
Try It
New Person
Triggers when new Person is created.
Trigger
Instant
Try It
- Agenda
- Activity typeRequired
- Start time
- End time
- Internal note
- People within Nutshell
- Users within Nutshell
- Meeting lasts all day
- Flag meeting as important
- Street address
- Street address line 2
- Street address line 3
- City
- State
- Country
- Postal code
- Address type
Action
Write
- NameRequired
- Email Address
- Phone
- Related company
- Street address
- City
- State
- Country
- Postal Code
- Tags
- Territory
- Audience
- Url
- Full address
Action
Write
- Existing leadRequired
- OutcomeRequired
Action
Write
- Existing personRequired
- Name
- Description
- Assignee
- Email Address
- Phone
- Url
- Audience
- Territory
- Street address
- City
- State
- Country
- Postal Code
- Tags
- Full address
- Related leads
- Add a note
Action
Write
- Company nameRequired
Action
Search
- Email Address
- Lead Number
Action
Search
- NameRequired
- Email
- Phone
- Related person
- Url
- Street address
- City
- State
- Country
- Postal Code
- Company Type
- Tags
- Territory
- Industry
- Full address
Action
Search or write
- Email Address
- Lead Number
- Lead Name
- Products
- Price
- Quantity
- Market
- Pipeline
- Assignee
- Related company
- Related person
- Sources
- Tags
- Competitors
- Note
Action
Search or write

About AlgoDocs

AlgoDocs extracts data from PDF, Word and image files by converting them into structured data in a format you need. With AlgoDocs you can extract specific fields (e.g. Account Number, Date, Order Number, etc.) or data from tables of any complexity from your documents.

Related categories

Documents

About Nutshell

Nutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.

Learn more

Related categories

CRM (Customer Relationship Management)

AlgoDocs + Nutshell

Create Nutshell leads from new extracted AlgoDocs data

Supported triggers and actions

Extracted Data Available

Upload File

Activity Logged

New Activity

New Lead

Create Company

Create Lead

Update Company

Update Lead

Find Person

Find User

Find or Create Person

Extracted Table Row Available

Lead Won

New Company

New Person

Log Activity

Create Person

Update Lead Outcome

Update Person

Find Account

Find Lead

Find or Create Company

Find or Create Lead

About AlgoDocs

Related categories

About Nutshell

Related categories

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