Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Notion
Trigger: Watch Data Source Items
Klippa DocHorizon
Action: Select an action
1. Select a trigger
  • Triggers when a Data source (legacy database) item is created or updated.

  • Triggers when a specified event is created.

  • Triggers when a data source, page or legacy database is created and updated.

  • Triggers when a page content is created.

2. Select an action
  • Performs an arbitrary authorized API call.

  • Parse a bank statement

  • Parse a bank statement asynchronously

  • Parse a document using a custom prompt builder

  • Parse a document using a custom prompt builder asynchronously

  • Parse a financial document using OCR

  • Parse a financial document asynchronously

  • Parse a generic document

  • Parse a generic document asynchronously

  • Parse a salary slip

  • Parse a salary slip asynchronously

  • Parse an identity document

  • Parse an identity document asynchronously

Select a trigger and an action

Create workflow (opens in a new tab)