I receive several PDF PO’s from the same customer & would like to make the flow work better.
The work flow i am looking for goes like this…
- PDF comes into my email
- PDF is saved to google drive under PO#
- Info from PDF is saved to google sheets spread sheet (this is the part I am having trouble with)
- New google sheets column is added into katana & Sales order is created
The linking issue I am running into is extracting the info I need out of the PDF and having it placed into the google sheets doc.
Info I want pulled from the PDF is
- customer name
- delivery date
- created date
- part #
- order id
- total $
- job #
Ideally I could have the original PDF attached to the newly created google sheets column as a link aswell
All the info I want pulled from the PDF is there but Im having trouble setting up ZAPIER to work how i want
Any help would be greatly appreciated!!