Nanonets OCR + Salesforce Integrations, Built by an AI Agent
Put Nanonets OCR + Salesforce to work with AI and enterprise-grade automation
Learn more about Nanonets OCR integrations or talk to a human
4.9/5 on G2·
Google for Startups Accelerator
Workflows you can build between Nanonets OCR and Salesforce
See the kind of workflows teams build with Nanonets OCR and Salesforce below — describe the exact one you want above and the Agent builds it on demand.
Nanonets OCR + Salesforce
When a new record with attachments is created in Salesforce, use Nanonets OCR to extract text from the files.
See details
Create contacts from parsed document data
When data is extracted from a document in Nanonets OCR, Salesforce automatically creates or updates the contact profile with the extracted information.
See details
Extract contract details when deal stages advance
When a deal stage changed in Salesforce, Nanonets OCR automatically receives attached agreement files to extract structured financial and terms data.
See details
Log activity and update deals when key documents are processed
When structured data is extracted from a file in Nanonets OCR, Salesforce automatically updates the corresponding deal stage and logs an activity in the timeline.
See details
Browse the full workflow library →
Looking to achieve something else with Nanonets OCR and Salesforce?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Nanonets OCR and Salesforce
Everything Nanonets OCR and Salesforce can do inside a workflow — the triggers that start one and the actions that run when it fires.
Nanonets OCR Explore Nanonets OCR →
An artificial intelligence platform that automates data capture and document extraction using optical character recognition technology.
TriggersTriggers when a new image is uploaded for prediction.
Triggers when a new document is uploaded for prediction.
Triggers when a new image is uploaded for prediction.
Uses Nanonets OCR to extract text asynchronously. Results will appear via the trigger
Uses Nanonets OCR to extract text including line items. Results will appear via the trigger
Uses Nanonets OCR to extract text including line items. Results will appear via the trigger
Uses Nanonets OCR to extract text
Salesforce Explore Salesforce →
Salesforce is a cloud-based customer relationship management software designed to streamline sales, service, and marketing processes across organizations.
TriggersTriggers when a new Attachment is added to a case.
Triggers when a new Contact is created.
Triggers when a field is updated on the object specified. It will output the old and new field values.
Triggers when an attachment, note, or content document is added or updated on any record of the specified Salesforce object.
Triggers when a new Lead is created.
Triggers when a new outbound message is received in Salesforce.
Adds an existing contact to an existing campaign.
Adds an existing file to an existing Record.
Adds an existing lead to an existing campaign.
Direct pass-through to custom Apex REST endpoints at /services/apexrest/... with minimal processing. Send exactly what your Apex class expects.
Adds an existing contact to an existing campaign.
Creates a new attachment (max 25MB).
Other AI Document Extraction apps on Knit
Explore more AI Document Extraction integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
AccurAI
AccurAI is an artificial intelligence assistant platform designed to automate document processing, data extraction, and business workflow tasks.
AI Textraction
AI Textraction is an AI-powered document extraction application designed to extract structured text and data from digital files.
Airparser
An AI-powered document parser that automatically extracts structured data from emails, PDFs, and unstructured documents.
Algodocs
An AI-powered document parsing software that extracts structured data from PDFs, scanned images, and invoices.
Alkymi
Alkymi is an intelligent document processing platform that uses machine learning to extract and analyze data from business documents.
Alphamoon
Alphamoon is an artificial intelligence platform that automates document processing, data extraction, and workflow classification for structured documents.
CandidateZip Resume/Job Parser
CandidateZip Resume/Job Parser is recruiting software that automatically parses resume and job description data into structured applicant fields.
Cradl AI
Cradl AI is a machine learning platform that automates document data extraction and parsing for structured and unstructured documents.
Other CRM apps on Knit
Explore more CRM integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
10xCRM
10xCRM is a customer relationship management solution that helps sales teams organize contacts, track pipelines, and automate communications.
17hats
17hats is a business management and CRM software designed for solo entrepreneurs and small businesses to handle client workflows and invoicing.
1CRM
1CRM is an all-in-one customer relationship management solution for small and medium businesses to manage leads, orders, and service requests.
1FIT
A fitness management platform that provides users with access to multiple gyms and sports facilities under a single membership.
ABC GymSales
ABC GymSales is a sales automation and lead management tool designed specifically for health clubs and commercial fitness centers.
ABC Sales AI
ABC Sales AI is an automated sales enablement platform that assists revenue teams in prospecting, engaging, and managing prospective customer leads.
AccuLynx
AccuLynx is a dedicated roofing business management software designed to streamline contracting estimates, field management, lead tracking, and client communications.
Act!
Act! is a customer relationship management and marketing automation solution designed to manage sales pipelines, customer records, and communication histories.
Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about Nanonets OCR + Salesforce
Is there a pre-built Nanonets OCR + Salesforce automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Nanonets OCR and Salesforce's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Nanonets OCR or Salesforce connector?
No. The Agent works whether or not Nanonets OCR or Salesforce already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
How does integrating Nanonets OCR with Salesforce help sales teams?
It converts unstructured files like client forms and signed contracts into structured fields in Salesforce, automatically updating contacts and deal stages.
Can CRM changes automatically kick off document extraction?
Yes, when a new lead is created or a deal stage changes in Salesforce, connected documents can be sent to Nanonets OCR for automated parsing.