Create a Knack Database record from Parseur
Build your own database today with Knack!
Let’s take the case where you want to create a database record in Knack CRM from leads emails. Normally, you would have to go through your emails, extract the specific information that you need manually, and then insert them in the Knack database.
This is a time-consuming and manual task unless you can automate this whole process in one go.
How to integrate Knack database with Parseur?
By integrating Knack Database with a powerful email parsing tool like Parseur!
Parseur is a powerful document parsing software that automates data extraction from from emails and PDFs. The parsed email data can be downloaded or sent to any business applications of your choice in real-time.
What you will need? - A Parseur account - A Zapier account - Knack Database account
How to get started with Parseur?
Step 1: Sign up for your free plan and create your Parseur mailbox
Select the first option “custom emails (default)”
Once your mailbox is created, you will receive an email address where you can forward your emails.
Step 2: Forward your lead email to the Parseur mailbox
It doesn’t matter in which format or layout your emails are; just forward them to your Parseur mailbox.
The email will arrive in less than 10 seconds!
You can also set up an auto-forwarding rule from your personal mailbox to your Parseur mailbox.
Step 3: Create a template to extract data you want to send to Knack database
You do not need to create any parsing rules for the data extraction process, unlike other email parsers. Parseur is Point & Click! The machine learning algorithm behind Parseur needs you to create templates to learn the shape of your data. The integrated template editor will enable you to create a template easily and quickly. You just need to highlight the text elements that you want to extract and create data fields for them.
Parseur also comes with an in-built library of templates to automatically parse emails for various industries such as Food Ordering, e-commerce, real estate, and mortgage leads among others.
You can create as many templates as you need, depending on the different layouts of your emails.
All the following emails that you send to your Parseur mailbox will be automatically processed.
Step 4: Export the parsed data to Knack Database
Click on “export” and search for “knack database” under Zapier
At this point, you will be redirected to your Zapier account. You may then create a new Zapier account or log into your existing one.
Zapier will ask you to sign in to your Parseur account and select the mailbox where the data has been extracted.
Once the Parseur mailbox has been connected, Zapier will contact the Parseur API to retrieve the parsed email data.
Now, it’s time to connect with your Knack database account.
Choose Knack as the “App” and “Create Record” when asked to “Choose Action Event”
Sign in to your Knack account in Zapier and choose where to create the record.
From there, you will be able to customize the record with the extracted data from Parseur.
Once you’ve filled in everything with the relevant data, you can send a test to create the record in the Knack database.
Once you are satisfied, turn the Zap on!
This simple integration between Parseur and Knack database will enable you to feed lead’s information directly to the database.
What is Parseur?
Parseur is a powerful document processing software to extract text from emails, PDFs and documents and automate your workflow. All Parseur features.
What is Knack Database?
Knack is a cloud-based database management system that allows you to build simple databases without coding knowledge. You can either build it from scratch or import from a spreadsheet. Knack is flexible and can be applied to any solution such as CRM, inventory, or even custom applications. The online database is even available remotely. More about Knack Database.
What is Zapier?
Zapier is a cloud automation tool that connects apps together. You can connect two or more apps to automate repetitive tasks without coding or relying on developers to build the integration.