Step by step guide

1. In this tutorial we will show you how to email parsed PDF data using, Gmail, and Zapier. We will parse the Client Name, Invoice Number, Invoice Date, Subtotal, Sales Tax, and Total from the sample PDF Invoice and add them in the email body.

Sample PDF Invoice To Parse
Screenshot of the sample PDF Invoice

2. To get started, let’s choose as the App and the Document Parser as the Action Event.

Use Document Parser To Parse The PDF Invoice

3. Next, let’s set up the Document Parser Action Event.

  • In the Input field, enter the source file link. To follow along, here’s the link to the sample PDF Invoice.
  • In the Template Id field, enter 1 which is the system default template. If you are working on your own file and have created your own template, you can get your template’s Id on the Document Parser page here.

Setup The Document Parser Action Event

4. Let’s send the Document Parser to to Test & Review.

Send Document Parser To Test & Review

5. Terrific! We have successfully extracted the Client Name, Invoice Number, Invoice Date, Subtotal, Sales Tax, and Total from the sample PDF Invoice.

Document Parser Test Returned Parsed Text

6. We are now ready to send the parsed data via email. We will use Gmail as the App and Send Email as the Action Event.

Send Parsed PDF Data Using Gmail

7. Next, let’s configure the Send Email Action Event.

  • In the To field, enter the recipient’s email address.
  • In the From field, select or enter the email address you want to use to send the email.
  • In the Subject field, let’s choose the Client Name to easily identify the emails by client.
  • In the Body Type field, select plain to send a plain email.
  • In the Body field, enter your message and the corresponding Document Parser parsed data.

Enter The To And From Email Addresses
Configure The Action Event With The Parsed Data

8. Let’s test the Send Email configuration to make sure that we set it up correctly.

Send Gmail Email Configuration To Test & Review

9. Great! Gmail returned a confirmation that the test was successful. Let’s check the recipient’s inbox to see what the output looks like.

Gmail Email Test Success Confirmation

10. This is what the email with parsed PDF data will look like when the recipient receives it. They will see the Client Name as the email subject and the extracted text in the email body.

Send Email Result

In this tutorial, we learned how to use the Document Parser to extract specific text in a PDF document. We also learned how to add this text to the body of the email and send it to the intended recipient.

Related Pages:

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