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Question

How do I import info from e-signed Gmail attachments to NowCerts policies?

  • May 20, 2024
  • 2 replies
  • 16 views
G

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).

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

2 replies

Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • May 20, 2024

Hi @GISSELA 

You may have to use an PDF parser app to do that, such as pdfFiller: https://zapier.com/apps/pdffiller/integrations#triggers-and-actions

 

 

⚡ Troy Tessalone - AutomationAce.com | Platinum Zapier Solution Partner | #1 Zapier Community Contributor
SamB
Community Manager
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  • SamBCommunity Manager
  • Community Manager
  • June 25, 2024

Hi @GISSELA 👋

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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