In this article, we will describe how to send data extracted by Parseur to Microsoft applications and others using MS Flow.
What is Microsoft Flow?
Microsoft Flow is a service that integrates cloud-based apps and services together so they interact with each other seamlessly. In particular Flow makes it easy to send, process or receive data from Microsoft applications such as Outlook, Excel, SharePoint, Dynamics CRM, Dynamics NAV, SQL Server, Azure etc. Flow also connects to hundreds of third party services like Twitter, Salesforce, Pipedrive, Gmail and many more
Use case example
For the purpose of this article we'll use a common use case: extract text from emails and create a new item in a SharePoint list.
Let's say we run a Movie Star Concierge Service. Movie stars can request services via a form online.
When a movie star hits the send button, we receive the request by email:
Our service is very successful and our support team is growing. We want to log all requests in a SharePoint list so that our team can pick them up.
In order to do that, we set up the following workflow:
- every time it receives an email, Parseur parses it and extracts the relevant text pieces.
- then, parsed data is sent to Microsoft Flow that creates a new item in a connected SharePoint list.
Click on the picture above to see it full screen.
Let's see how to set up this workflow.
Step 1: Set up your Parseur mailbox
This article assumes you already have created and configured your Parseur mailbox. Check out this page to get started if that is not the case.
Create a template to parse all incoming documents:
Step 2: Set up your Flow connector
Now connect to your Microsoft Flow account (or create one if you don't have one already), Then go to My Flows > New > Create from blank
Then type "Parseur" in the search box and choose "New document processed" (or "Table processed" if you're dealing with table fields).
Then, Parseur will ask you to name your connection and enter the API Key:
- Use anything you'd like for the connection name.
- Your API Key is in your Parseur account overview (click on your name in the top bar of the screen).
Enter a connection name and your API Key:
Now, select the mailbox you want to use from the drop down list.
Then, click New step and choose which application you want to send your Parseur data to. In this example we'll choose SharePoint.
Enter the specifics of your application (for us, SharePoint address and list name) and create a data mapping between the fields sent by Parseur and the ones expected by your application.
Step 3: Test your Flow
Now it is time to test that your Flow is set up properly. Click on the Test button at the upper right corner of the screen and choose "I'll perform the trigger action".
Back in Parseur, click the reprocess icon to send the parsed email data to Microsoft Flow.
If everything went correctly, you should now see a success message in Flow and your data in SharePoint!