How to Create a Record in QuickBase using PDF.co and Zapier?

Create a Record in QuickBase using PDF.co and Zapier

1. Setup Trigger, select Google Drive as App Event
2. Choose New File in Folder as the 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 QuickBase as App Event
10. Choose Create Record as Action Event
11. Setup QuickBase action parameters
12. Test QuickBase action
13. Created record

Using this step-by-step tutorial with screenshots we will teach you how to create a record in QuickBase using PDF.co and Zapier.

We’ll be using this sample PDF for this tutorial:

Let’s start by Making a Zap!

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

• Type in and select Google Drive from the list of apps

Step 2 – Choose New File in Folder as the Trigger Event

Step 3 – Select Drive and Folder

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

Step 4 – Test trigger

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

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

Step 6 – Choose Document Parser as Action Event

• Type in and select Document Parser from the list of available APIs

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

Step 8 – Test PDF.co action

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

• Add another action
• Type in and select QuickBase from the list of apps

Step 10 – Choose Create Record as Action Event

• Type in and select Create Record from the list of available action events

Step 11 – Setup QuickBase action parameters

• For Application, select the application that you’re going to use
• For Table, select the table where you want the record to be added
• Then, set the corresponding values for your table rows

Step 12 – Test QuickBase action

Step 13 – Created record

• Here’s our created record

You’ve learned how to create a record in QuickBase using PDF.co and Zapier with this tutorial.

Create a Record in QuickBase – Video Guide