In this article, we will describe how to send email data extracted by Parseur to any app or database using Zapier. Thanks to Parseur's integration with Zapier, you can send any parsed email data to almost any app or database. All of this is in real time!
Note: This article assumes you have already created and configured your Parseur mailbox. Check out this page to get started if that is not the case.
What is Zapier?
Zapier is a cloud automation tool that connects apps together. You can connect two or more apps to automate repetitive tasks without coding or relying on developers to build the integration.
Zapier allows you to seamlessly connect thousands of applications together by creating so-called "zaps". Check out the Zapier homepage to see if Zapier is integrated with your favorite app.
Step 1: Connect Parseur to Zapier
We are going to be using Zapier as the platform that will collect data from Parseur and send it to the application of your choice. So, the first is to connect Zapier and Parseur together so that Parseur knows where to send data.
The first place to look is our Zap Templates. Zap Templates are pre-made "zaps" between Parseur and other applications:
Open your mailbox in Parseur
Go to the Export section
Click on the Zapier tab
Search for the application you'd like to connect to or click on one of the popular zaps
If you don't find what you're looking for in the list above, visit Parseur's page on Zapier.
Go ahead and sign up (or log in if you already have a Zapier account).
Step 2: Select the trigger app
Zapier will then ask you to create your first Zap. A Zap is a sort of recipe that tells Zapier what to do:
Where to get the data: they call these Triggers, for example, getting data when a parser has processed a document is a Trigger
Where to send it to: they call these Actions, for example, creating a new card in a Trello list is an Action.
If you create your Zap from a Zap template, your Zap will be pre-populated with defaults. If not, you will start with a blank zap.
Type Parseur in the search box and click on the application:
Step 3: Select the Parseur trigger
You will now choose which type of trigger you want to use.
You have two main triggers:
New Document Processed: this is the default trigger to choose. It will be triggered every time a document has been successfully processed.
New Table Field Processed: choose this trigger if you are using Table Fields in Parseur and want to send each row individually to Zapier. Check out our Parsing Table article for more details.
Those triggers are the ones you'll almost certainly need. There are also some other less common triggers for specific use cases.
New Document Processed (with sub-list items): use this trigger if you have table fields and the app you're sending data to supports sublists
New Document Not Processed: use this trigger when you want to be notified with a document could be processed by Parseur
New Document Export Failed: use this trigger when you want to be notified that a webhook or an automated export endpoint failed to process the data sent by Parseur.
New Mailbox: use this trigger when you want to trigger an action when a new mailbox is created in Parseur
Choose the trigger you want and click Continue
Step 4: Connect Zapier to Parseur
From the drop-down list, click "+ Connect a new account"
A new page will open asking for your Parseur API Key.
You can find your API key in your account settings:
Step 5: Select your Parseur Mailbox
Once connected to your Parseur account, Zapier will list all your mailboxes. Select the one you need.
Click Continue
Click Test Trigger (note: you need to have at least one document in the selected mailbox for this to work)
Step 6: Select the action app and action event
Search for your app either from the list or by typing its name in the search box.
The next steps will depend on which application you want to send the parsed email data to. But the general steps remain the same. In this example, we will assume we want to update a Trello list and create a card every time an email is processed.
Next, you will have to choose which action event you want your app to perform. After which, Zapier will ask you to connect to the app with your credentials.
The most important step is that you will now have to map the fields of your mailbox to the fields of your connected app.
Zapier will show you all the fields available in the Action app. Click on fields to assign Parseur fields to each of them.
You can assign several Parseur fields to the same target field along with some custom text (for example, see the Description field in the screenshot above).
Step 7: Start using Zapier integration!
Finally, once the mapping is done, Zapier will perform a test to make sure everything is as you wanted it.
You can send a new document to your mailbox or reprocess an existing one to test your integration.
Now:
Only once will Zapier send to your connected app all emails that have already been parsed.
Then, every time a new email is processed, it will send the data in real-time to your app using Zapier
Frequently Asked Questions
Can I create documents in Parseur from Zapier?
Yes, you can use one of the two available actions to create documents in Parseur:
Create Document: create a document from text or HTML content
Create Document from File: create a document from a Zapier file or URL (like a PDF for example)
Why don't I see some fields in Zapier during data mapping despite them appearing in Parseur?
Zapier uses data from the last processed document in your mailbox. If this document lacks certain fields, they won't appear in Zapier.
To fix, ensure the last received document in a processed status includes all the fields you need.
Can I pause my Zap while making tests?
To temporarily pause your zap, head over to your dashboard in Zapier and turn the zap off.
How can I post-process Parseur data in Zapier?
You can create further refined data extracted by Parseur in Zapier by using multi-step zaps. For example, you can add a step to use Zapier Text Formatter to post-process your data.
If on a Pro plan or above, you can also use Parseur's Advanced Post Processing feature.
How can I add conditional business logic to my Zaps?
You can use Zapier Paths to build conditional workflows with different execution branches based on the data sent by Parseur. Check out this page to learn more about Zapier Paths.
How to fix #ERROR in Google Sheets when using Zapier?
If you are connecting your mailbox to Google Sheets and get "#ERROR" in your spreadsheet, it can be because Google Sheets tries to convert your field into a formula (this can happen if your field is a phone number that starts with "+1 ...." for instance).
To fix this, surround your field with ="YourField" as shown below.
How can I delay triggering my zap?
In some cases, you may want to delay triggering your Zap (or a set of Zaps) in order to let the connected application perform a task. In that case, Zapier offers three ways to work around delays:
Delay for
Delay until
Delay after queue
Check out how to add delays in your zaps for. more information.