I WOULD LIKE TO EXTRACT INFORMATION FROM E-SIGNED DOCUMENTS RECIVED TO MY GMAIL ACCOUNT AS AN ATTACHMENT TO CREATE A POLICY IN MY CRM (NOWCERTS).
Question
How do I import info from e-signed Gmail attachments to NowCerts policies?
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+14- Zapier Orchestrator & Solution Partner
Hi
You may have to use an PDF parser app to do that, such as pdfFiller: https://zapier.com/apps/pdffiller/integrations#triggers-and-actions
+11- Community Manager
Hi
Just wanted to check in quickly to see how you’re getting on with this. Were you able to extract the information from the signed documents using that pdfFiller app that Troy suggested?
Eager to ensure you’re all set with this so please do let us know if you need any further assistance here at all! 🙂
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