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.

Useful Resources

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 – For the Input field, enter the appropriate direct download URL pattern(s). You can learn how to get these patterns by reading our tutorial on “How to get the direct download (raw content) URL for your files” (link at the top). Leave the Template Id with the default value unless you created a custom template that you’d like to use. Click [CONTINUE]

Step 10 – Time to test the entire zap. Click [TEST & CONTINUE]. If the test is successful, you’ll be shown a parsed version of what you uploaded.

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.

Parse Invoices

Step 2 – Choose or search for Google Drive from the list of apps

Step 3 – Select the Trigger Event “New File in Folder”

Parse Invoices Automatically

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].

Parse Invoices with Zapier

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].

Invoice Parsing

Step 7 – Choose PDF.co as the app and Document Parser for the action event. Then, just click [CONTINUE]

Parse Invoices Zapier

Step 8 – Link your PDF.co account (using Your API Key) and click [CONTINUE]

Parse Documents

Step 9 – For the Input field, enter the appropriate direct download URL pattern(s). You can learn how to get these patterns by reading our tutorial on “How to get the direct download (raw content) URL for your files” (link at the top). Leave the Template Id with the default value unless you created a custom template that you’d like to use. Click [CONTINUE]

Parse Docs

Step 10 – Time to test the entire zap. Click [TEST & CONTINUE]. If the test is successful, you’ll be shown a parsed version of what you uploaded.

Docs Parser

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.

Check out our other PDF.co & Zapier tutorials!

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