Parseur will send the parsed information into form fields of a newly triggered Process Street checklist. That means you can focus on higher quality leads and streamline the onboarding process with Process Street checklists.
- A real estate company uses Parseur to manage inbound leads
- The company wants to automate the client onboarding process by automatically running a Process Street checklist
- We will prepare a Process Street template with form fields
- We will create a Zap in Zapier that runs a new Process Street checklist from the template we created when information is parsed and extracted in Parseur
- We will configure the zap to pull information from Parseur and into the Process Street checklist form fields
Let’s get this set up!
Preparing a Process Street checklist with form fields
You can either create a new checklist or use an existing one, like this client onboarding checklist for real estate sales.
Either way, the important thing for this integration is that there are adequate form fields to receive the data parsed and extracted by Parseur.
We’ll need to use form fields so that Zapier will have a place to store the data when it pulls information from the email when the integration is triggered.
You can quickly add form fields by dragging them from the form field sidebar on the right during a template editing session:
In this case, you’ll want a few basic fields to catch common data from your inbound leads.
You can call them whatever you want, just be sure they’re clearly labelled.
- “Lead first name” (Short Text)
- “Lead second name” (Short Text)
- “Lead email” (Email)
- “Date of scheduled meeting” (Date)
- “Lead phone number” (Short Text)
- “Listing rent” (Short Text)
- “Listing details” (Long Text)
- “Listing address” (Long Text)
As a best practice, you want to keep form field names short and unambiguous; imagine you’re writing them to fit onto a spreadsheet view, where clarity and brevity are important.
This is where you’d input the reference ID of the upgrade plan, so that Parseur can automatically apply the change to the customer’s profile.
Once that’s done, you’re ready to connect the template to Zapier and start automating.
Make a Zap to run a Process Street checklist based on information Parseur takes from an email
Zapier is a tool that connects over 750 different apps. Any action in any of the supported apps (like forwarding an email or adding an attachment to a task) can be set up to trigger another app’s features automatically. Zapier integrates with both Parseur and Process Street. The whole recipe (trigger + action) is called a Zap.
Log into Zapier or create an account, then click ‘Make a zap!’
Adding Parseur as the trigger
In your new zap, select Parseur as the trigger and choose New Document Processed:
Connect your Parseur account, and proceed to Set Up Options. From the dropdown menus, choose the Parseur Inbox you wish to use.
You’ll then have to forward a test email to the address of that Parseur Inbox to make sure it’s working.
Now we can add the action.
Adding Process Street as the action
Choose Process Street as the app for the action step, with Create Checklist as the action.
Link your Process Street account and move to Set Up Template.
At this point, select the template you prepared earlier and choose what information to send from Parseur into the checklist:
The information you’ll be able to set in this section will depend on how many fields you’ve set up in Parseur.
Now, it’s time to test the Zap.
Activating the Zap
Hit “Continue” and you’ll move onto the test step to confirm the Zap is working.
Hit the “Send Test to Process Street” button to receive confirmation that the Zap is working.
Then, be sure to name the Zap and turn it from “OFF” to “ON”.
That’s pretty much it!
Now, when you forward an email to the Parseur Inbox address, a Process Street checklist will automatically run, filled out with all of the information from the email.