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PARSER GUIDES

Use Processed Data with Zapier

Integrations

Start a Zap when PARSER finishes a document

Create a Zap that sends extracted fields to Excel, Google Sheets, Dropbox, Slack, or another app after PARSER finishes processing.

Before continuing, connect PARSER to Zapier and process one representative document.

Add the PARSER trigger

Create a Zap and choose PARSER app - Document Processed as the trigger.

Choose the parser

Select the parser whose completed documents should start the Zap.

If documents enter through a classifier, choose the target parser that performs the extraction.

Load a sample

Test the trigger and select the representative document. This gives Zapier the fields you can map in later steps.

Screenshot placeholderguide-guides-integrations-zapier-use-processed-data-01-live-zapier-processed-trigger-sample.webpRequired PARSER view: Zapier Document Processed trigger with a sample record loadedFuture alt text: Zapier Document Processed trigger with a sample record loaded

Add the destination

Add the app that should receive the data and map the extracted fields or document details you need.

To save or rename the original file in Dropbox or Google Drive, map Document URL as the file. Older Zaps may show this value as Metadata URL.

Screenshot placeholderguide-guides-integrations-zapier-use-processed-data-02-live-zapier-processed-data-mapping.webpRequired PARSER view: Zapier Google Sheets action showing PARSER fields mapped to spreadsheet columnsFuture alt text: Zapier Google Sheets action showing PARSER fields mapped to spreadsheet columns

Test and publish it

Test the destination action, confirm the values, and publish the Zap.

What success looks like

The Zap runs once after extraction finishes. If the parser requires review, it waits until the document is approved.

If it does not work

  • Confirm that the Zap is published.
  • Confirm that the trigger uses the parser that processed the document.
  • Process another representative document and test the trigger again if fields are missing.
  • Approve the document first when Reviews & Approvals is enabled.

See Troubleshoot Integrations for more checks.

Import Documents with ZapierSend files from another Zapier app into PARSEROpen guide → Set Up MakeConnect PARSER to Make and choose the automation you want to buildOpen guide →