You may use different cloud storage for your trigger app.
How to Convert a PDF Quote to XLS using PDF.co and Zapier
In this tutorial, we will show you how to convert a PDF Quote to XLS using PDF.co and Zapier.
We will use this sample quotation in PDF form and convert this into an XLS file.
![Screenshot of the Source Quotation PDF](/_next/image?url=https%3A%2F%2Fcdn.sanity.io%2Fimages%2F2niroq9z%2Fproduction%2F6a71ee222f570a22b08a0d86be3c118f7fc32ab9-800x374.png&w=1920&q=75)
Step 1: Create a Zap
- On your Zapier dashboard, click Create Zap
Step 2: Select a Trigger App
- For this tutorial, we will use Google Drive as our Trigger App
![Select a Trigger App](/_next/image?url=https%3A%2F%2Fcdn.sanity.io%2Fimages%2F2niroq9z%2Fproduction%2F0d00f01256731b58e13d203b5ec541b463f9c4e2-624x402.png&w=1920&q=75)
Note
Step 3: Select a Trigger Event
- For the trigger event, we will set it to New File in Folder. This way, every time a new file is added to your Google Drive folder, it will trigger this zap.
![Select a Trigger Event](/_next/image?url=https%3A%2F%2Fcdn.sanity.io%2Fimages%2F2niroq9z%2Fproduction%2F21152dc6b68502447c527cabf4361a4d8b755a72-800x259.png&w=1920&q=75)
Step 4: Set up Trigger
- Select the Drive and Folder that you’re going to use.
![Set up Trigger](/_next/image?url=https%3A%2F%2Fcdn.sanity.io%2Fimages%2F2niroq9z%2Fproduction%2F96f1938e61194c1a08d60f66372d3e1fd41ae835-800x294.png&w=1920&q=75)
Step 5: Test Trigger
![Test Trigger](/_next/image?url=https%3A%2F%2Fcdn.sanity.io%2Fimages%2F2niroq9z%2Fproduction%2Fdc316ebb8c1bfd5c6d9f5f444ef250cf1e106d20-800x344.png&w=1920&q=75)
![Test successful](/_next/image?url=https%3A%2F%2Fcdn.sanity.io%2Fimages%2F2niroq9z%2Fproduction%2F0b2b1e73c2d188b8d02546facbf3a268ab0b772c-800x669.png&w=1920&q=75)
Step 6: Select an Action App
- Search and select PDF.co as your Action App.
![Select an Action App](/_next/image?url=https%3A%2F%2Fcdn.sanity.io%2Fimages%2F2niroq9z%2Fproduction%2F5b94a6ec30b7e9e18c21229e8a74b4081c50256c-560x339.png&w=1200&q=75)
Step 7: Select an Action Event
- We will use PDF to Anything Converter as the action event. This API can be used to convert your PDF into any document.
![Select an Action Event](/_next/image?url=https%3A%2F%2Fcdn.sanity.io%2Fimages%2F2niroq9z%2Fproduction%2F503ddba28e451bf43310c7e5310bd493f4e80350-800x312.png&w=1920&q=75)
Step 8: Set up Action
- In the Output Format, select XLS spreadsheet to convert the PDF into XLS
- In the PDF URL, insert the Web Content Link from the Google Drive trigger.
- In the Pages, type the page that you want to convert. Type 0- to convert all pages.
- You may choose a Name for your output XLS
![Set up Action](/_next/image?url=https%3A%2F%2Fcdn.sanity.io%2Fimages%2F2niroq9z%2Fproduction%2F1b31b255c0a9b75129d83b6ad55779a87babea5b-800x642.png&w=1920&q=75)
Step 9: Test Action
- Once the test is successful, you will be given an output link where you can download the output XLS
![Test Action](/_next/image?url=https%3A%2F%2Fcdn.sanity.io%2Fimages%2F2niroq9z%2Fproduction%2Ff8c6feb70a1b30aa71d4b3ba8dab12bfbbe1db6a-800x638.png&w=1920&q=75)
![Test successful](/_next/image?url=https%3A%2F%2Fcdn.sanity.io%2Fimages%2F2niroq9z%2Fproduction%2F7e7a41a6705c9bc3a539c42e42b727c71e655d8a-800x737.png&w=1920&q=75)
Step 10: Result XLS
- Here’s what the output XLS looks like
![Screenshot of the Output XLS](/_next/image?url=https%3A%2F%2Fcdn.sanity.io%2Fimages%2F2niroq9z%2Fproduction%2F85f14fef900d4faf110b1d16dc1ed92d537fd05f-800x260.png&w=1920&q=75)
Through this tutorial, you’ve learned how to convert a PDF Quote to XLS using PDF.co and Zapier.