How to Convert Quote with Document Parser using Zapier

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

1. Add Google Drive
2. Setup Trigger
3. Test Trigger
4. Trigger Output
5. Add PDF.co
6. Setup Action
7. Test Action
8. Document Parser Output

Step 1 – Add Google Drive

To begin, let’s create a zap and add Google Drive’s New File in Folder trigger.

Step 2 – Setup Trigger

Next, let’s add the Drive and Folder where we saved the quotation file.

Step 3 – Test Trigger

Then, let’s test the trigger to make sure that we set it up correctly.

Step 4 – Trigger Output

Great! Google drive returned the quotation file that we will use for this demonstration.

Step 5 – Add PDF.co

Now, let’s add another step. Choose PDF.co as the App and the Document Parser as the Event.

Step 6 – Setup Action

Let’s set up the Document Parser.

• In the Input field, select the Web Content Link from Google Drive.
• In the Template Id field, enter the Id of the template you created for the quotation file. You can find it on the Document Parser page here. To learn more, please visit this page.

Step 7 – Test Action

We are now ready to send a test call to PDF.co. Click on the Test & Review button to send a request.

Step 8 – Document Parser Output

Excellent! We have successfully converted the quote to JSON.

In this tutorial, you learned how to convert a quote with Document Parser using Zapier. You learned how to extract specific text in a quotation using PDF.co. You also learned how to set up the Google Drive trigger to run the Zap every time a new file is added to a specific folder.