Extract text from new Salesforce records with Nanonets OCR.

When a new record with attachments is created in Salesforce, use Nanonets OCR to extract text from the files.

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

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Triggers

Data extracted from a document

Fires when Nanonets OCR finishes extracting data from a document such as an invoice, receipt, form or resume.

Actions

Send a document for extraction

Posts a file to Nanonets OCR to be parsed.

Extract structured data from a file

Runs an extraction template in Nanonets OCR against a document.

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Triggers

New contact or lead

Fires when a new contact or lead is added to Salesforce.

Contact updated

Fires when a field on a contact changes in Salesforce.

Deal or record stage changed

Fires when a deal, case or record moves to a new stage in Salesforce.

Deal won

Fires when a deal is marked won in Salesforce.

Actions

Create or update contact

Creates or updates a contact in Salesforce.

Create deal

Creates a new deal in Salesforce.

Update record stage

Moves a deal or record to a new stage in Salesforce.

Log activity

Logs a call, email, or note against a record in Salesforce.

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

See all Nanonets OCR + Salesforce integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Extract text from new Salesforce records with Nanonets OCR.” between Nanonets OCR and Salesforce?

Yes — describe it in the box above and Knit's Integrations Agent researches Nanonets OCR and Salesforce's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to 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.