Tokko Broker Parseur

Create contacts from parsed document data

When data is extracted from a document in Parseur, Tokko Broker automatically creates or updates the contact profile with the extracted information.

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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.

Tokko Broker Explore Tokko Broker →

Triggers
New contact or lead

Fires when a new contact or lead is added to Tokko Broker.

Contact updated

Fires when a field on a contact changes in Tokko Broker.

Deal or record stage changed

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

Deal won

Fires when a deal is marked won in Tokko Broker.

Actions
Create or update contact

Creates or updates a contact in Tokko Broker.

Create deal

Creates a new deal in Tokko Broker.

Update record stage

Moves a deal or record to a new stage in Tokko Broker.

Log activity

Logs a call, email, or note against a record in Tokko Broker.

Parseur Explore Parseur →

Triggers
Data extracted from a document

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

Actions
Send a document for extraction

Posts a file to Parseur to be parsed.

Extract structured data from a file

Runs an extraction template in Parseur against a document.

Extract contract details when deal stages advance When a deal stage changed in Tokko Broker, Parseur 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 Parseur, Tokko Broker automatically updates the corresponding deal stage and logs an activity in the timeline. See details

See all Tokko Broker + Parseur integrations →  ·  Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Create contacts from parsed document data” between Tokko Broker and Parseur?

Yes — describe it in the box above and Knit's Integrations Agent researches Tokko Broker and Parseur'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 Parseur with Tokko Broker help sales teams?

It converts unstructured files like client forms and signed contracts into structured fields in Tokko Broker, 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 Tokko Broker, connected documents can be sent to Parseur for automated parsing.

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