Parsio Make integrationAutomate Parsio with Make.
What if the data Parsio pulls out of your documents landed in your other tools on its own? The Parsio Make integration gives you 6 modules, including 4 instant triggers and 2 actions. This page shows how to connect your account and build a first scenario, without code.
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What can the Parsio Make integration do for you?
The Parsio Make integration links your Parsio account to Make, so a parsed document, a new attachment or an extracted table can start a scenario (the automation you build in Make, a chain of modules). You pick the modules, Make carries the data from one app to the next.
Extracted data that travels on its own. As soon as Parsio finishes a document, Watch Document Parsed (Flattened) hands the result to Make with table fields laid out as columns, which is the easiest shape to write into a spreadsheet or a CRM.
Line items without the noise. When only the rows of a table matter, for instance the lines of a purchase order, Watch Table Parsed sends those rows and leaves out the other inbox fields.
Documents fed from anywhere. A file that shows up in another app can go to your Parsio inbox through Upload A Document for Parsing, and Parsio extracts its structured data. A second scenario can then start from the parsed result.
What stays outside the listed modules: there is no search module, and anything else the Parsio API offers goes through Make an API Call. If you are weighing other tools, the n8n vs Make comparison helps you choose, and the Make training covers the editor from scratch.
How do you connect Parsio to Make?
- 01
Add a Parsio module
In your Make account, add any Parsio module to a scenario. For a module with the instant tag, click Create a webhook first, then Create a connection. The connection is your Parsio account linked once to Make and reused by every Parsio module.
- 02
Name the connection
The Connection name field is optional, but a clear name helps once several people or several Parsio accounts share the same Make organization. Something like the inbox or the team it serves works well.
- 03
Enter your Parsio credentials
Paste the credentials copied from your Parsio account: the email you log in with and your password, or follow the on-screen instructions. You need an active Parsio account and an API key to go further.
Build your first scenario with Parsio
GoalWhen a file arrives in another app, Make sends it to your Parsio inbox so Parsio can extract its data.
- 01
Create the scenario
From the Scenarios page, create a new scenario and click the + to add the first module. It belongs to the app where your files arrive, such as an email or storage tool.
- 02
Set up the source module
Connect that first app and fill its fields. Once the connection exists, Make lists the folders or mailboxes it can read, so you pick them instead of typing a path.
- 03
Add the Parsio action
Click the + on the right of the first module, search for Parsio and choose Upload A Document for Parsing. Create or pick your connection, then map the file coming from the previous module.
- 04
Test with Run once
Drop a sample file in the source app and click Run once. Make runs the scenario one time and shows the bundles (the items passed between modules) each module received.
- 05
Schedule and switch it on
Open the clock on the first module to set the schedule, every 15 minutes by default, then switch the scenario on. Every file that shows up is now sent to Parsio for extraction.
What Parsio events can start a scenario?
4 modules start a scenario when something happens in Parsio. A scheduled trigger is checked by Make on the scenario's schedule; an instant one is called by Parsio as soon as it happens.
Watch Attachments
Instant triggerIn Make“Triggers when a new email attachment is received.”
This trigger gets you every new email attachment that reaches Parsio, the moment it lands, so the file itself can move on before or alongside the parsing.
Watch Document Parsed
Instant triggerIn Make“Triggers when a document is parsed.”
Here you receive the full result of a document once Parsio has finished parsing it, ready to write into the next app of your scenario.
Watch Document Parsed (Flattened)
Instant triggerIn Make“Triggers when a document is parsed. Table fields are flattened (passed as columns).”
With this one, each parsed document reaches Make with its table fields flattened into columns, which gives you one flat set of values that maps easily into a spreadsheet row.
Watch Table Parsed
Instant triggerIn Make“Triggers when a particular table is parsed. Provides parsed table rows without other mailbox fields.”
This trigger delivers only the rows of a specific table once Parsio has parsed it, without the other fields of the mailbox, so your scenario handles clean line items.
What can Make do in Parsio?
Parsio gives you 2 modules. For each one: what it does for you, when to reach for it, and what to watch out for.
Make an API Call
ActionIn Make“Make an arbitrary call to Parsio's public API.”
This module lets you call any endpoint of Parsio's public API from your scenario, with the connection you already set up, so nothing the API offers is out of reach.
Upload A Document for Parsing
ActionIn Make“Imports a document into the inbox and extracts structured data.”
Send a file into your Parsio inbox and let Parsio extract its structured data, without anyone forwarding emails or uploading by hand.
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