An automated workflow using zapier
Connects Docparser + Gmail
Send emails from Gmail with data parsed from PDFs by Docparser
About this workflow template
This automation scenario allows you to connect Docparser and Gmail
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Docparser and Gmail can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in Docparser
Parsed Document Data Available in Docparser
Triggers whenever a new Document is processed and parsed data is available.
Then this action happens in Gmail
Send Email in Gmail
Create and send a new email message.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Send emails from Gmail with data parsed from PDFs by Docparser.
Part I
Configure Applications
First, we need to connect Docparser and Gmail to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Docparser to Zapier.
Give Zapier access to your Docparser account, using Docparser credentials.
Connect Gmail to Zapier.
Give Zapier access to your Gmail account, using Gmail credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Docparser
Choose the following trigger: Parsed Document Data Available (Triggers whenever a new Document is processed and parsed data is available.).
Then set up an Action for Gmail
Choose this action: Send Email (Create and send a new email message.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Docparser and Gmail.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Send emails from Gmail with data parsed from PDFs by Docparser!
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Triggers when you receive a new email that matches a search string you provide.
triggerbyzapieralbatopipedreamNew labeled email
Triggers when you label an email.
triggerbyzapierpipedreamNew attachment
Triggers when you receive a new attachment (triggers once per attachment).
triggerbyzapierWatch emails
Triggers when a new email is received to be processed according to specified criteria.
triggerbyintegromatNew starred email
Triggers when you receive a new email and star it within two days.
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Upload document
Uploads a new document to Docparser which will immediately begin parsing after reception. (To receive the parsing results, you'll need a separate Zap listening for the "New Parsed Data Available" Trigger).
actionbyzapierintegratelyUpload a document
Uploads a document to parse.
actionbyintegromatFetch document from url
Fetches a new document from a publicly accessible URL and imports it into Docparser to begin parsing. (To receive the parsing results, you'll need a separate Zap listening for the "New Parsed Data Available" Trigger).
actionbyzapierintegratelyMake an api call
Performs an arbitrary authorized API call.
actionbyintegromatUpload a document from a url
Uploads a document that is stored under a publicly accessible URL.
actionbyintegromatpabbly-connectGet parsed document
Retrieves a parsed document.
actionbyintegromatpabbly-connect
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