We prepared this step-by-step tutorial with screenshots to teach you how to parse data and send it to Slack using PDF.co and Zapier. This is to automatically send your parsed data into your specified Slack channel.

Parse PDF Data & Send to Slack – Quick Navigation:

  1. Start by clicking on Make a Zap! at the upper-left corner of your Zapier dashboard
  2. We will now set up our Trigger. Search and select Google drive as the App event. 
  3. As for our Trigger Event go ahead and choose New File in Folder.
  4. Select or connect your Google Drive account which you will be using with Zapier
  5. Select My Google Drive as the drive to be used and select the specific folder where the zip files are located.
  6. We will then Test the trigger to see if there are any errors or none.
  7. Search and select PDF.co as our App event
  8. Select Document Parser as our Action event.
  9. Select or connect your PDF.co account which you will be using with Zapier.
  10. Under Setup Action set the Input into Web Content Link and set the Template ID into the template that you want to use with Document Parser.
  11. Click on Test & Review to see if there are any errors or none.
  12. Add another Action. Search and select Slack as our App event.
  13. Select Send Channel Message as our Action event.
  14. Select or connect your Slack account which you will be using with Zapier.
  15. Under Setup Action set the Channel to the channel in which you want to send the parsed data and set Message Text into the parsed data that you want to send.
  16. Click on Test & Review to see if there are any errors or none.
  17. Once the test returns as successful. You can then turn the zap on.

Parse PDF Data & Send to Slack – Step-by-step

We will use this sample PDF to parse the table and send some parsed data into the Slack channel.

Screenshot of Source PDF
Screenshot of Source PDF

STEP 1 – Start by clicking on Make a Zap! at the upper-left corner of your Zapier dashboard

STEP 2 – We will now set up our Trigger. Search and select Google drive as the App event. 

Selecting the trigger app

STEP 3 – As for our Trigger Event go ahead and choose New File in Folder. In this case, whenever there’s a new file added to your specific folder, it will trigger this zap.

Choosing new file in folder as the trigger event

NOTE: If you are not a Google Drive user, you can use a different cloud storage service such as Dropbox, OneDrive, etc., and look for a similar Trigger Event.

STEP 4 – Select or connect your Google Drive account which you will be using with Zapier

Connecting google drive account to zapier

STEP 5 – Select My Google Drive as the drive to be used and select the specific folder where the zip files are located. In my case, I put the sample PDF in the Samples folder

Selecting the drive and folder to be used

STEP 6 – We will then Test the trigger to see if there are any errors or none.

Testing the trigger to check for errors

So we’re done setting up the Trigger. We will now set up the Action.

STEP 7 – Search and select PDF.co as our App event

Choosing PDF.co as the App event

Step 8 – Select Document Parser as our Action event. Document Parser can parse data in your PDF.

Choosing Document Parser as the action event

STEP 9 – Select or connect your PDF.co account which you will be using with Zapier. You can get your API key by clicking here.

Select or connect your PDF.co account to Zapier

Step 10 – Under Setup Action set the Input into Web Content Link and set the Template ID into the template that you want to use with Document Parser. You can create templates here.

Under Setup Action set the Input into Web Content Link and set the Template ID into the template that you want to use with Document Parser

STEP 11 – We will now Test the action. Click on Test & Review to see if there are any errors or none.

Testing action by clicking Test & Review

So we’re done with setting up the PDF.co action. Now let’s create an action for Slack.

Step 12 Add another Action. Search and select Slack as our App event.

Choosing Slack as another App event

Step 13 – Select Send Channel Message as the Action Event. This way the parsed data will be sent to the Slack channel automatically.

Choosing send channel message as the action event

Step 14 – Select or connect your Slack account which you will be using with Zapier.

Choosing a Slack account to be used in Zapier

Step 15 – Under Setup Action set the Channel to the channel in which you want to send the parsed data and set Message Text into the parsed data that you want to send. You can then set the other parameters into something that you’d like to add.

Setting the Channel to the channel in which you want to send the parsed data and set Message Text into the parsed data that you want to send

Step 16 – Click on Test & Review to see if there are any errors or none.

Testing the trigger to check if there are errors or none

Step 17 – Once the test returns as successful. You can then turn the zap on.

 

Just follow those steps to Parse PDF Data and Send to Slack Channel using PDF.co and Zapier. Here’s what it looks like once the parsed data is sent to the Slack channel.

Result in Slack

In this tutorial, you’ve learned to parse PDF data and send it to the Slack channel using PDF.co and Zapier integration. Please also find a video tutorial for that.

Parse PDF Data & Send to Slack – Video Tutorial

 

Related Pages:

Related Samples: