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

  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 Quick Base as App Event
  10. Choose Create Record as Action Event
  11. Setup Quick Base action parameters
  12. Test Quick Base action
  13. Created record

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

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

Screenshot of Source PDF
Screenshot of Source PDF

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

Setup Trigger, select Google Drive as App Event

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

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

Select Drive and Folder

Step 4 – Test trigger

Test trigger

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

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

Setup Action, select PDF.co as App Event

Step 6 – Choose Document Parser as Action Event

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

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

Test PDF.co action

Step 9 – Add another Action, select Quick Base as App Event

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

Add another Action, select Quick Base as App Event

Step 10 – Choose Create Record as Action Event

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

Choose Create Record as Action Event

Step 11 – Setup Quick Base 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

Setup Quick Base action parameters

Step 12 – Test Quick Base action

Test Quick Base action

Step 13 – Created record

  • Here’s our created record
Screenshot of the Created Record
Screenshot of the Created Record

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

Related Pages:

Related Samples: