TL;DR:

1. For this demonstration, we will use this Gmail PDF attachment as an example.
2. The PDF attachment contains product information such as name, unit, and price.
3. Create a new zap with Gmail as the input app and New Email Matching Search as the event.
4. The next step is to provide a Search String criteria.
5. Now, it’s time to test the input data.
6. In the next step to proceed with PDF to CSV setup, we have PDF.co as the input app and PDF to Anything Converter as the method.
7. Then, let’s fill out the parameter values for Customize PDF to Anything.
8. Before sending the request to PDF.co, make sure to review the input data.
9. After the request completion, it will send the JSON output data such as URL, page count, error, etc.
10. When you open/download the output, you will see that the CSV file contains all the PDF data.

Useful resources:

Step by step guide:

1. For this demonstration, we will use this Gmail PDF attachment as an example. Upon receiving this email, we aim to convert PDF attachment into a CSV file.

Gmail PDF attachment

2. The PDF attachment contains product information such as name, unit, and price.

Spreadsheet attachment

3. Create a new zap with Gmail as the input app and New Email Matching Search as the event.

Choose App and Event

4. The next step is to provide a Search String criteria. We have to specify the source email address and that it contains an attachment.

Enter email address

5. Now, it’s time to test the input data. Before hitting the Test Trigger button, have one email received which qualifies the mail filter criteria. It’s necessary for test trigger detection. If we review the Test email data, it contains all the email information along with the attachment information as shown below.

Email Matching Search

6. In the next step to proceed with PDF to CSV setup, we have PDF.co as the input app and PDF to Anything Converter as the method. This method facilitates converting PDF to formats such as JPG, CSV, XML, JSON, etc.

PDF to Anything Converter

7. Then, let’s fill out the parameter values for Customize PDF to Anything.

  • In the Output Format field, enter CSV as its value.
  • In the PDF URL field, choose All Attachment as the input value.
  • Lastly, for the Name field, enter the output file name with a CSV extension.

Customize PDF to Anything

8. Before sending the request to PDF.co, make sure to review the input data.

Send data

9. After the request completion, it will send the JSON output data such as URL, page count, error, etc. Here, the URL field contains the output CSV file link.

Test and Review

10. When you open/download the output, you will see that the CSV file contains all the PDF data. With this, we have achieved creating a zap that detects attachment from a specific source and converts it into a CSV file.

Converted spreadsheet

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