Question

Parse an email with a PDF attachment & then upload PDF to specific customer table in Quicbase

  • 7 March 2022
  • 1 reply
  • 341 views

We are trying to to determine if Zapier is capable of this:

 

  • Inbound email comes in to our company from a specific address
  • That email may have a PDF attachment, if so, it needs to be looked through for specific customer information
  • That information should be a repair number, ie: RA123456
  • That PDF file then needs to be uploaded to QuickBase under the specific repair number table for the customer

 

Is this something that Zapier can accommodate? If so, how would we go about setting this up? 


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1 reply

Userlevel 7
Badge +14

Hi @ssimcox 

Check out DocParser: https://zapier.com/apps/docparser/integrations#triggers-and-actions

 

Would likely need 2 Zaps to accomplish this workflow.