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Best answer

Setting up Zapier to automate Pipedrive and Docparser integration

  • May 5, 2025
  • 2 replies
  • 38 views
P

Hi everyone!


I'm trying to create a Zapier automation and could use some help.

I want to set it up so that whenever a quote (with a PDF file) is added in Pipedrive, Zapier sends that PDF to Docparser. Then, Docparser should extract important info from the file, and that data should be automatically sent back to update the same deal in Pipedrive.

Any guidance or tips on how to set this up would be really appreciated. Thanks!

Best answer by Troy Tessalone

Hi ​@Pedro Pereira 

Review the available Zap app triggers/actions for each app:

 

You will need 2 Zaps.

  • Pipedrive to Docparser
  • Docparser to Pipedrive
This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

2 replies

Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • Answer
  • May 5, 2025

Hi ​@Pedro Pereira 

Review the available Zap app triggers/actions for each app:

 

You will need 2 Zaps.

  • Pipedrive to Docparser
  • Docparser to Pipedrive
⚡ Troy Tessalone - AutomationAce.com | Platinum Zapier Solution Partner | #1 Zapier Community Contributor
Nate
Forum|alt.badge.img+6
  • NateZapier Solution Partner
  • Zapier Solution Partner
  • May 5, 2025

​@Pedro Pereira great use case! Zapier doesn’t have a trigger for when a file was added but you can get around that by using Webhooks by Zapier and use the “Deal Updated” trigger in Pipedrive. 

 

Feel free to reach out to our team at Flow Digital if you need custom help. 

Nathan Weill - Flow Digital
P
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