Send Emails from Gmail with Data Parsed from PDFs by PDFco and Zapier

In this tutorial, we will show you how to email parsed PDF data using PDF.co, 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

Contents

01
Select PDF.co as Document Parser
    02
    Set Up Document Parser Action
      03
      Send the Document Parser to PDF.co
        04
        Email Parsed Data via Gmail
          05
          Configure Email Action
            06
            Test the Send Email Configuration
              07
              Check the Output

                Step 1: Select PDF.co as Document Parser

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

                Use PDF.co Document Parser To Parse The PDF Invoice

                Step 2: Set Up Document Parser Action

                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 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 from the Document Parser page.
                Setup The Document Parser Action Event

                Step 3: Send the Document Parser to PDF.co

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

                Send Document Parser To Test & Review

                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

                Step 4: Email Parsed Data via Gmail

                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

                Step 5: Configure Email Action

                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 PDF.co Document Parser parsed data.
                Enter The To And From Email Addresses
                Configure The Action Event With The Parsed Data

                Step 6: Test the Send Email Configuration

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

                Send Gmail Email Configuration To Test & Review

                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

                Step 7: Check the Output

                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 PDF.co 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.