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.

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 Docs

Parse Documents

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]

Configure PDF.co Document Parser With Invoice Data

Step 10 – It’s time to send the Document Parser data to PDF.co to Test & Review.

Send Document Parser To PDF.co To Test And Review

Step 11 – PDF.co successfully processed our request and we now have the parsed version of the sample Invoice in JSON format.

Sample Invoice Source File
Screenshot of Sample Invoice to Parse

PDF.co Document Parser Parsed Invoice Result
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

Similar Pages

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