Create a Record in Knack using PDF.co and Zapier – Step-by-Step

  1. Setup Trigger, select Google Drive as App Event
  2. Choose New File in Folder as Trigger Event
  3. Select Drive and Folder
  4. Test Trigger
  5. Setup Action, select PDF.co as App Event
  6. Choose Document Parser as Action Event
  7. Setup PDF.co Action Parameters
  8. Test PDF.co Action
  9. Add another Action, select Knack as App Event
  10. Choose Create Record as Action Event
  11. Setup Knack Action Parameters
  12. Test Knack Action
  13. Created Record

With this step-by-step tutorial with screenshots. You will learn how to create a record in knack using PDF.co and Zapier.

We’ll use the sample PDF below for this tutorial:

Screenshot of Sample PDF
Screenshot of Sample PDF

We’ll start by Making a Zap!

Step 1 – Setup Trigger, select Google Drive as App Event

  • Type in and choose Google Drive from the list of apps
  • You may also use different cloud storage for this

Setup Trigger, select Google Drive as App Event

Step 2 – Choose New File in Folder as Trigger Event

  • Select New File in Folder from the list of trigger events
  • If you’re using different cloud storage, you may look for a similar trigger event

Choose New File in Folder as Trigger Event

Step 3 – Select Drive and Folder

  • Select the correct Drive and Folder where your file is located

Select Drive and Folder

Step 4 – Test Trigger

Test Trigger

Step 5 – Setup Action, select PDF.co as App Event

  • Type in and choose PDF.co from the list of apps

Setup Action, select PDF.co as App Event

Step 6 – Choose Document Parser as Action Event

  • Select Document Parser from the list of events

Choose Document Parser as Action Event

Step 7 – Setup PDF.co Action Parameters

  • For Input, select Web Content Link to get the link of the file inside your Google Drive
  • For Template ID, select the document parser template that you’re going to use

Setup PDF.co Action Parameters

Step 8 – Test PDF.co Action

  • After setting up the action. We will now test it.

Test PDF.co Action

Step 9 – Add another Action, select Knack as App Event

  • Add another action
  • Type in and choose Knack from the list of apps

Add another Action, select Knack as App Event

Step 10 – Choose Create Record as Action Event

  • Select Create Record from the list of events

Choose Create Record as Action Event

Step 11 – Setup Knack Action Parameters

  • For Object, select the object that you want to use
  • Then, set the corresponding data inside your object

Setup Knack Action Parameters

Step 12 – Test Knack Action

Test Knack Action

Step 13 – Created Record

  • Here’s the record that we created in this tutorial
Screenshot of the Created Record
Screenshot of the Created Record

In this tutorial, you’ve learned how to create a record in Knack using PDF.co and Zapier.

Related Pages:

Related Samples: