What is Zapier?
Zapier is an online automation tool that connects your favorite apps, such as Gmail, Slack, Mailchimp, and over 1,500 more. You can connect two or more apps to automate repetitive tasks without coding or relying on developers to build the integration. It’s easy enough that anyone can build their own app workflows with just a few clicks.
We prepared this step-by-step tutorial with screenshots on how to make a Zap using PDF.co and Google Drive, to automatically parse invoices when you add them to a Google Drive folder defined for this task.
Instructions
Step 1 – Start by clicking on “Make a Zap” at the top-right corner of your Zapier dashboard.
Step 2 – Choose or search for Google Drive from the list of apps
Step 3 – Select the Trigger Event “New File in Folder”
Step 4 – Select or connect your Google account to Zapier
Step 5 – Select the Google Drive and target folder on your account and click [CONTINUE].
Step 6 – Click [TEST & CONTINUE]. Upload a new file to your target Google Drive when prompted and click [Test trigger]. After running a successful test, click [CONTINUE].
Step 7 – Choose PDF.co as the app and Document Parser for the action event. Then, just click [CONTINUE]
Step 8 – Link your PDF.co account (using Your API Key) and click [CONTINUE]
Step 9 – We are now ready to set up the Document Parser.
Step 10 – It’s time to send the Document Parser data to PDF.co to Test & Review.
Step 11 – PDF.co successfully processed our request and we now have the parsed version of the sample Invoice in JSON format.
Lastly, you may also opt to name your zap before turning it on by clicking [Name your zap] at the upper left corner of the page.
Step-by-step guide:
Step 1 – Start by clicking on “Make a Zap” at the top-right corner of your Zapier dashboard.
Step 2 – Choose or search for Google Drive from the list of apps
Step 3 – Select the Trigger Event “New File in Folder”
Step 4 – Select or connect your Google account to Zapier
Step 5 – Select the Google Drive and target folder on your account and click [CONTINUE].
Step 6 – Click [TEST & CONTINUE]. Upload a new file to your target Google Drive when prompted and click [Test trigger]. After running a successful test, click [CONTINUE].
Step 7 – Choose PDF.co as the app and Document Parser for the action event. Then, just click [CONTINUE]
Step 8 – Link your PDF.co account (using Your API Key) and click [CONTINUE]
Step 9 – We are now ready to set up the Document Parser.
- In the Input field, enter the Invoice or source document URL.
- In the Template Id field, enter your created Template Id. You can find the Template Id on the PDF.co Document Parser page. We will leave the system-generated Template Id 1 as our template.
Once you are set, click [CONTINUE]
Step 10 – It’s time to send the Document Parser data to PDF.co to Test & Review.
Step 11 – PDF.co successfully processed our request and we now have the parsed version of the sample Invoice in JSON format.
Screenshot of Sample Invoice to Parse
Screenshot of Parsed Invoice in JSON Format
Lastly, you may also opt to name your zap before turning it on by clicking [Name your zap] at the upper left corner of the page.
Parse Invoices using Zapier & PDF.co – Video
