How to Convert a PDF Quote to XLS using PDF.co and Zapier

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

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.

Step 4: Set up Trigger

• Select the Drive and Folder that you’re going to use.

Step 5: Test Trigger

Step 6: Select an Action App

• Search and select PDF.co as your Action App.

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.

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

Step 9: Test Action

• Once the test is successful, you will be given an output link where you can download the output XLS

Step 10: Result XLS

• Here’s what the output XLS looks like