AlgoDocs integration with Salesforce
How to Generate Salesforce leads from new extracted data in AlgoDocs
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Generate Salesforce leads from new extracted data in AlgoDocs" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate AlgoDocs integrations
AlgoDocs actions
Nekton can use any feature that is available in AlgoDocs API.
Using our advanced AI, you can easily create custom automations for AlgoDocs.
Here are some typical actions you can do in your automated workflows.
Upload File
Uploads a document to the specified folder in AlgoDocs where it is processed right after upload is complete.
Extracted Data Available
Triggers when a new Document is processed and extracted data is available.
Extracted Table Row Available
Triggers when a new Document is processed and extracted table row is available.
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.