PARSER GUIDES

Import Documents with Zapier

Integrations

Send files from another Zapier app into PARSER

Create a Zap that sends documents from Gmail, Dropbox, or another app into PARSER.

Before continuing, connect PARSER to Zapier.

Add the source app

Create a Zap and choose the app and event that provides the document.

For example, use Gmail - New Email or Dropbox - New File in Folder.

Add PARSER

Add PARSER app - Import Document as the action and select your saved connection.

Choose the destination

In Parser or Classifier, choose:

• A parser when every file uses the same extraction fields
• A classifier when the source contains mixed document types

Map the document

Map either:

• File - Use a file or attachment from the earlier step.
• File URL - Use a direct link that downloads without sign-in.

Add File Name only when you want to replace the original name.

Test and publish it

1. Test the action.

2. Confirm that the document appears in PARSER.

3. Publish the Zap.

What success looks like

The Zap creates one new document in the selected parser or classifier whenever the source event occurs.

To send the completed fields somewhere else, create a separate processed-data Zap.

If it does not work

• Reopen the PARSER step if a parser or classifier is missing.
• Check the API key's parser access.
• Open a file URL in a private browser window to confirm that it downloads without signing in.
• Confirm that the selected destination accepts the file type.

See Troubleshoot Integrations for more checks.