AlgoDocs + Salesforce

Generate Salesforce leads from new extracted data in AlgoDocs

Active this Zap to avoid wasting your time manually adding lead details. With this integration in place, you can automatically populate a new lead in Salesforce with new information extracted from your AlgoDocs documents.

Active this Zap to avoid wasting your time manually adding lead details. With this integration in place, you can automatically populate a new lead in Salesforce with new information extracted from your AlgoDocs documents.

  1. When this happens...
    AlgoDocsAlgoDocs
    Extracted Data Available

    Triggers when a new Document is processed and extracted data is available.

    TriggerScheduled
  2. automatically do this!
    SalesforceSalesforce
    Create Record

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    ActionWrite
Start free with email
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

    • FolderRequired

    • Document ExtractorRequired

    Trigger
    Scheduled
    Try It
    • FolderRequired

    • ExtractorRequired

    • FilenameRequired

    • FileRequired

    Action
    Write
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Lead

    Triggers when a new Lead is created.

    Trigger
    Scheduled
    Try It
    • FolderRequired

    • Document ExtractorRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Case Attachment

    Triggers when a new Attachment is added to a case.

    Trigger
    Scheduled
    Try It
    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
algodocs logo
algodocs logo

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
salesforce logo
salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn more

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier