Automate Task Creation with Mailparser and Docparser
What you'll learn: This guide shows you how to automatically create tasks in Uptick from work orders sent via email or PDF documents using Mailparser and Docparser integrations.
Overview
If you receive automated work orders from clients, you can streamline your workflow by automatically converting them into Uptick tasks. This integration uses third-party services—Mailparser for emails and Docparser for PDF documents—to extract data and create tasks without manual entry.
Before you begin:
This setup is designed for advanced technical users
You'll need an active Mailparser or Docparser account
Contact our support team if you need assistance with configuration
Learn more about these services:
Mailparser - Extract data from emails
Docparser - Extract data from PDF documents
Create Tasks from Email Work Orders
Step 1: Set up your Mailparser account
If you don't already have a Mailparser account, sign up at mailparser.io.
Step 2: Create an inbox and scan emails
Sign in to Mailparser and create a new inbox
Note the unique email address generated—this is where work order emails will be sent
Forward at least 2 sample work order emails to this address (Mailparser uses these to analyze patterns and suggest parsing rules)
Once Mailparser receives the emails, click Add some parsing rules
Review the suggested rules and click OK, start with this to accept them as a starting point
Tip: You can customize rules later by clicking Rules from the side menu to define specific text filters and email regions.
Step 3: Configure the Uptick integration
In your Mailparser inbox, navigate to Integrations > Add new integration > Generic Webhook
Enter a name for the integration
Set the payload method to JSON
In the Target URL field, enter:
https://servername.onuptick.com/api/v2/tasks/mailparser_webhook
Replace servername with your Uptick server address (the first part of your Uptick URL)
Under Advanced Options, configure the following settings:
Setting | Value |
HTTP Verb | POST |
Repeating Data Behaviour | One request per email |
Data structure | Custom - provide your own template |
Structure template | Map Uptick task fields to the parsing rules you created in Mailparser |
Additional Headers | Add your authorization key (see instructions below) |
Step 4: Generate your authorization key
Visit a basic auth header generator
Create a username and password specifically for this integration (this is separate from your other account credentials)
Copy the generated authorization key
Paste it into the Additional Headers field in Mailparser
Important: Send this authorization key to our support team so they can add it to your server configuration
Step 5: Test the integration
Click Save & Test to verify the integration works correctly
If tasks aren't being created, check the error logs in Mailparser to troubleshoot
Note: All errors are recorded in Mailparser's logs, which you can use to identify and resolve any issues.
Create Tasks from PDF Work Orders
Overview
The Docparser integration works similarly to Mailparser but extracts data from PDF documents instead of emails. It can identify repeating text patterns and tables to automatically populate task information.
Setup process
The configuration steps for Docparser follow the same pattern as the Mailparser setup:
Create a Docparser account at docparser.com
Upload sample PDF work orders to train the parser
Configure parsing rules to extract relevant data
Set up the webhook integration with Uptick
Generate and configure your authorization key
Test the integration
For detailed configuration steps, refer to the Mailparser instructions above and adapt them for Docparser, or contact our support team for assistance.
Need Help?
If you encounter any issues or need assistance with setup, please contact our support team. For additional information about Mailparser and Docparser features, refer to their respective support documentation.