Question

PDF INFO TO GOOGLE SHEETS

  • 1 April 2021
  • 2 replies
  • 34 views

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…

 

  1. PDF comes into my email
  2. PDF is saved to google drive under PO#
  3. Info from PDF is saved to google sheets spread sheet (this is the part I am having trouble with)
  4. 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
  • qty
  • 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!!

 

Thanks, Gunnar

 

 

 


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2 replies

Userlevel 7
Badge +10

@GunEisele 
Just checking in to see if you still need help with this? 

Userlevel 7
Badge +14

Hi @GunEisele 

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