In this support article, we'll describe the steps to integrate Parseur with Make and how to send parsed data to any application of your choice using Make.
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 Make?
Make (formerly known as Integromat) is an intuitive automation platform that connects different apps without coding. From building unlimited workflows to creating end-to-end business processes, Make is connected with thousands of applications.
Step 1: Connect Parseur to Make
Parseur has a native integration with Make which is used to send data to other tools.
Open your mailbox in Parseur
Go to the Export section
Click on the Make tab
Click on "new scenario"
It will redirect you to your Make dashboard to create a new scenario.
Step 2: Set up Parseur as a trigger module
Select Parseur from the list of apps so that it can generate a Webhook URL to retrieve the parsed data from your mailbox.
Depending on what type of document you have, you'll have to choose from the list of triggers. The two common triggers are:
Watch document processed: this is the default trigger that triggers each time a document is processed.
Watch table processed: this is used if you have table fields in your documents.
There are other triggers and actions that you can use depending on your use cases, such as "upload a document" or "watch template needed."
Once you've selected the trigger, click on "Add" choose the Parseur mailbox, and click on "Save".
Go back to your Parseur mailbox and paste the URL under the "Webhook" tab.
You'll notice that the URL will appear as "active" under the Make tab.
Step 3: Add an application as the action module
This step will depend on which app you choose to send the parsed data to.
Let's say that you want to send data to Google Sheets. You can choose from a list of actions that you want Make to perform.
If you choose "Add a row" as the action module, you'll have to:
Connect Make with your Google Drive account
Choose the spreadsheet where data need to be sent
Step 4: Send an initial test from Make to your app
Now, you want to perform a test. That will tell Make about the fields that are sent so that you can perform the field mapping at the next step
Clicking on "Run once" button
Back in Parseur, reprocess one document to trigger the webhook to make
Check if the data has been sent successfully.
Step 5: Map the fields
This step will depend on which app you choose to send the parsed data to.
Note that now that the test has been successful, you can map the fields between Parseur and the application of your choice. The mapping doesn't need to be one-to-one; you can include several Parseur fields in the same target field.
Once the mapping is done, use the Run Once again to test the integration.
Step 6: Set your scenario Live
Once you are satisfied with the scenario, toggle the "ON" button. Each time Parseur receives a new document, data will be extracted, and your Make scenario will be triggered.
Going further: Automating Parseur with Make
You can add an app as a trigger and Parseur as an action. For example, Upload a Document: once a new document is uploaded to a Google Drive folder or OneDrive folder, it will be automatically sent and processed by Parseur.
Make an API call: fully manage your Parseur account and interactions by using the Parseur REST API from Make.
Search documents or mailboxes: retrieves a list of documents or mailboxes by criteria