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This integration is supported through Zapier, enabling seamless automation between DigiParser and Insurgo. No coding required - set up your workflow in minutes.

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Connect DigiParser with Insurgo

crm
DigiParser

DigiParser

DigiParser is an AI-powered document processing solution that extracts data from various document types using OCR technology. It automates data entry and streamlines document workflows.

Insurgo

Insurgo

As an innovative cloud-based broker management program, Insurgo is the timely all-in-one solution for digitized brokerage firms.

How It Works

Connect DigiParser with Insurgo in just a few steps:

  1. Choose your trigger:

    Select a trigger from either DigiParser or Insurgo. A trigger is the event that starts your Zap. From DigiParser, you can use the "Document Parsed" trigger when a document has been processed. From Insurgo, you can use any trigger that provides files or document URLs.

  2. Set up your action:

    Choose what happens next in your workflow. You have two main options:

    • Process new documents: Use Insurgo's triggers to send files to DigiParser's "Import Document" or "Import Document Async" actions for OCR and data extraction.
    • Handle extracted data: Use DigiParser's "Document Parsed" trigger to send extracted data to Insurgo's actions for further processing.
  3. Your integration is ready!

    With Zapier, connecting DigiParser to Insurgo is simple. Create powerful workflows by chaining multiple actions together and save hours every month through automation.

Supported triggers and actions

Triggers

Document Processed

Instant

Triggers when a document has been successfully processed, and extracted data is available.

Fields
Document ParserRequired

Actions

Import Document

Write

Import a document using a file or file URL into DigiParser for data extraction. The extracted data will be available via Document Processed trigger.

Fields
  • Document ParserRequired
  • File URL
  • File Name
  • File

Benefits of Integrating DigiParser with Insurgo

⏱️ Save Time

Eliminate manual data entry and automate document processing. What used to take hours now happens in seconds.

🎯 Reduce Errors

Improve accuracy with AI-powered data extraction. Minimize human error and ensure data consistency.

📈 Scale Operations

Process thousands of documents automatically without hiring additional staff or resources.

Frequently Asked Questions

How do I connect DigiParser to Insurgo?

You can connect DigiParser to Insurgo through Zapier in just a few clicks. Simply create a new Zap, select DigiParser and Insurgo as your apps, choose your trigger and action, and configure the data mapping. No coding or technical knowledge required.

Do I need a Zapier account?

Yes, you'll need a Zapier account to connect DigiParser with Insurgo. Zapier offers a free tier that allows you to create basic automations. For more advanced workflows and higher task limits, paid plans are available.

What types of documents can DigiParser process?

DigiParser can process various document types including PDFs, images (JPG, PNG), invoices, receipts, purchase orders, contracts, forms, identity documents, and more. The AI-powered OCR engine can extract text and data from both structured and unstructured documents.

Is my data secure?

Yes, DigiParser takes data security seriously. All documents are processed using encrypted connections, and data is stored securely following industry best practices. DigiParser is compliant with major data protection regulations including GDPR and SOC 2.

Can I customize what data gets extracted?

Absolutely! DigiParser allows you to create custom parsers tailored to your specific document types. You can define exactly which fields to extract and how they should be formatted before sending to Insurgo.

What if I need help setting up the integration?

DigiParser offers comprehensive documentation, video tutorials, and email support to help you set up your integration. Our team is ready to assist you with any questions or custom requirements you may have.

Get Started with DigiParser

Ready to automate your document processing? Start your free trial today and discover how DigiParser can transform your workflow.