PARSER GUIDES
Set Up Zapier
Integrations
Connect PARSER to Zapier and choose the Zap you want to build
Connect PARSER to Zapier once, then follow the tutorial for the result you want.
Bring documents into PARSERSend files from Gmail, Dropbox, and other Zapier appsOpen guide → Use processed document dataSend extracted fields to Excel, Google Sheets, and other appsOpen guide →Most end-to-end automations use both tutorials as two separate Zaps. One Zap uploads the file. The other starts after PARSER finishes extraction.
Before you start
You need a Zapier account, a PARSER parser, and one sample document.
Open Zapier
1. Open the parser in PARSER.
2. Go to Settings -> Integrations.
3. Click Zapier under Available Integrations.
4. Expand Zapier Integration and choose a template or create a Zap.
guide-guides-integrations-setting-up-zapier-01-integrations-overview-clean-docs-account.webpRequired PARSER view: Integrations with Zapier added and expandedFuture alt text: Integrations with Zapier added and expandedCreate the connection
1. Open your team menu in PARSER and click API Keys.
2. Click Create API Key.
3. Give the key access to the parsers or classifiers your Zaps will use.
4. Select Open parsers and classifiers, View documents, Upload documents, and Manage Integrations.
5. Click Create API Key and copy the key.
6. In Zapier, add the PARSER app to a Zap, connect an account, and paste the key into API Key.
You can reuse this connection in every PARSER Zap.
guide-guides-integrations-setting-up-zapier-02-live-api-key-permissions.webpRequired PARSER view: API Keys page showing parser access and the permissions required for ZapierFuture alt text: API Keys page showing parser access and the permissions required for ZapierIf the connection fails
Copy the key again without spaces. Confirm that it has the four permissions above and access to the parser or classifier you want to use.
See Troubleshoot Integrations if the connection succeeds but the Zap does not run.
Exporting to EmailSend extracted data via email when documents are processedOpen guide → Import Documents with ZapierSend files from another Zapier app into PARSEROpen guide →