In this tutorial, we will show you how to parse invoices and send data to Airtable with PDF.co using Zapier.

  1. Create Zap
  2. Trigger App and Event
  3. Setup Trigger
  4. Test Trigger Result
  5. App and Event
  6. PDF.co Setup Action
  7. Test Result
  8. Another App and Event
  9. Airtable Setup Action
  10. Test Review Result
  11. Output

We will use this sample invoice to parse data.

Sample Source File
Sample Source File

Step 1: Create Zap

First, log in to your Zapier account and create a Zap.

Step 2: Trigger App and Event

Next, select the Google Drive app and choose the New File in Folder for the trigger event.

Trigger App and Event

Step 3: Setup Trigger

Let’s set up the trigger.

  • In the Drive field, select My Google Drive.
  • In the Folder field, choose the specific folder where the file was stored.

Setup Trigger

After setting up, click the test trigger button.

Step 4: Test Tigger Result

Once the test trigger was successful. You can proceed to the next app.

Test Trigger Result

Step 5: App and Event

Kindly select the PDF.co app and choose the Document Parser for the action event.

App and Event

Step 6: PDF.co Setup Action

Let’s set up the action.

  • For the Input field, enter the source file URL or select the link from your drive.
  • For the Template ID field, input the ID of the document parser template. You can create a new template in your PDF.co Document Parser Template Editor here.

PDF.co Setup Action

Then, click the test and review button to see the result.

Step 7: Test Result

Great! Our test was a success. PDF.co return the correct parse value.

Test Result

Now, let’s send the parse data to Airtable.

Step 8: Another App and Event

Add another app and select the Airtable. Then, choose the Create Record for the event.

Another App and Event

Step 9: Airtable Setup Action

Let’s set up the action.

  • In the Base field, select the base in which to create a record.
  • In the Table field, enter the table name you created.
  • For the Date field, click the PDF.co Document Parserdropdown box and select the Body Object1 Value which contains the parsed data.
  • For the Invoice Number field, click the PDF.co Document Parser dropdown box and select the Body Object2 Value which contains the parsed data.
  • For the Total field, click the PDF.co Document Parser dropdown box and select the Body Object3 Value which contains the parsed data.

Airtable Setup Action
Then, click the test and review button.

Step 10: Test Review Result

We successfully send the parse data to Airtable. Check your Airtable to see the result.

Test Review Result

Step 11: Output

Here’s the parse data that we successfully send to Airtable.

New Record Created in Airtable
New Record Created in Airtable

In this tutorial, you learned how to parse invoices and send data to Airtable using Zapier. You learned how to use the PDF.co Document Parser Web API to parse invoice data. You also learned how to use the PDF.co Document Parser Template Editor to create a new template.

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