Convert Dropbox PDFs to CSV Using PDF.co and Zapier
This workflow watches a Dropbox folder for new PDF files, converts them to CSV with PDF.co, and saves the results in another Dropbox folder.
Prerequisites
You will need:
- A Zapier account
- A Dropbox account
- A PDF.co account
- Separate Dropbox folders for incoming PDFs and generated CSV files
Step 1: Create the Dropbox Trigger
- Create a new Zap.
- Select Dropbox as the trigger app.
- Choose New File in Folder as the trigger event.
- Sign in to Dropbox.
- Select the folder that will receive the PDF files.
- Test the trigger using a representative PDF.
Confirm that the trigger returns the file or a direct downloadable file URL.
Step 2: Convert the PDF to CSV
- Add PDF.co as the action app.
- Select PDF to Anything Converter.
- Sign in and authorize your PDF.co account.
- Configure the action:
- Output Format: CSV
- Source File URL: Map the Dropbox file or direct media link
- Page Selection: Leave blank to process every page
- File Name: Use the Dropbox filename and change its extension to
.csv - OCR Language: Select the document language when processing scanned PDFs
- Line Grouping: Use the default initially; adjust it if rows or columns are grouped incorrectly
- Test the action.
Open the returned URL and confirm that the document’s rows and columns were extracted correctly.
Step 3: Upload the CSV to Dropbox
- Add another Dropbox action.
- Select Upload File.
- Select a destination folder that is different from the folder watched by the trigger.
- Map the PDF.co output URL into the File field.
- Enter or map the CSV filename.
- Select the desired overwrite behavior.
- Test the action.
Confirm that the converted CSV appears in the destination folder.
Step 4: Publish the Zap
Upload another PDF to the input folder and verify the complete workflow. Once the CSV is created and saved correctly, publish the Zap.
PDF.co output links are temporary, but uploading the result to Dropbox provides permanent storage.
And that’s pretty much it. This is how you can create a ZAP that converts your PDF file in a Dropbox folder to CSV via PDF.co and then upload the converted CSV file back to Dropbox.
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