How to Convert Quote to CSV using Zapier

In this tutorial, we will show you how to convert a quote into CSV using PDF.co and Zapier.

1. Create a Zap
2. Trigger App and Event
3. Setup Trigger
4. Test Trigger Result
5. Action App and Event
6. PDF.co Setup Action
7. Test Result
8. Convert Quote to CSV – Video Guide

We will use this sample PDF file to convert it into a CSV file.

Here’s the converted CSV output.

Step 1: Create a Zap

Let’s start by logging into your Zapier account and creating a Zap.

Step 2: Trigger App and Event

Next, select the Google Drive app and choose the New File in Folder as a trigger.

Note: You can also use a different type of cloud storage as long as they have the same features as Google Drive.

Step 3: Setup Trigger

Let’s set up the trigger.

• In the Drive field, select My Google Drive.
• In the Folder field, select the specific folder where the file was stored.

After setting up the trigger, click the test trigger button.

Step 4: Test Trigger Result

Once the test trigger was successful, you may now move on to the action event.

Step 5: Action App and Event

Let’s add another app and select PDF.co. Then, choose the PDF to Anything Converter for the action event.

Step 6: PDF.co Setup Action

Let’s set up the action.

• For the Output Format field, select the CSV(comma-separated values).
• For the PDF URL field, choose the Web Content Link from your Google Drive.
• In the Name field, type in your desired CSV file name output.

Once you’re done setting up, click the test and review button.

Step 7: Test Result

Great! Our test was a success. You can copy the URL and paste it into your browser to view the output.

In this tutorial, you learned how to convert a quote into CSV using Zapier. You learned how to use the PDF.co Web API to convert PDF into CSV. You also learned how to set up the PDF.co PDF to Anything Converter configuration and convert PDF file into CSV.

Convert Quote to CSV – Video Guide