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

  1. Create a Zap
  2. Trigger App and Event
  3. Setup Trigger
  4. Test Trigger Result
  5. Action App and Event
  6. 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.

Sample Source File
Sample Source File

Here’s the converted CSV output.

Converted CSV Output
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.

Trigger App and Event

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.

Setup Trigger

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.

Test Trigger Result

Step 5: Action App and Event

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

Action App and Event

Step 6: 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. Setup Action

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.

Test Result

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

Convert Quote to CSV – Video Guide