Lido Zapier integrationAutomate Lido with Zapier.
Lido Zapier integration: 0 triggers, 1 action, 1 search. Lido reads a document with AI and turns it into a table. In a Zap, another app hands over the file, Lido extracts the columns you name, and a search brings the data back for the next step.
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What the Lido Zapier integration actually gets you
The Lido Zapier integration lets a Zap (an automation you build on Zapier) send a file to Lido, have its AI read it, and pick up the result as structured columns. Lido never starts the Zap on its own: it has no trigger, so the file always comes from another app and Lido works in the middle of the chain.
Three useful outcomes come out of it. First, an invoice turned into a single row: Extract Data From File reads a PDF and pulls the columns you list, for example Vendor Name, Invoice Number and Total Amount. Second, a whole table lifted out of a document: set Extract Multiple Rows to true and every line of a tabular file comes back as its own row. Third, data you can route anywhere: Find Extraction Result waits for the job to finish and hands those columns to whatever step comes next.
What Zapier does not do here matters just as much. It cannot react to anything that happens inside Lido, because there is no trigger. It offers no step to edit or delete an extraction. And Find Extraction Result, the step that waits for the job and returns its columns, is a search: adding it after the action makes the Zap multi-step. If you are still choosing a platform, read our n8n vs Zapier comparison before you build, then come back to the three steps below.
Zapier vocabulary in one minute
Eight words you will meet on every screen of the editor. Each one in plain English, once.
- Zap
- The automation you build on Zapier: one trigger, then one or more actions that run every time that event happens.
- Trigger
- The event in an app that starts a Zap. Lido has none, so another app always opens the chain and passes the file along.
- Action
- What the Zap does once it is running: the step that writes, sends or moves something. Extract Data From File is Lido's one.
- Task
- The unit Zapier bills. One task is one action that completes successfully, and your plan's allowance is a count of those.
- Polling vs instant trigger
- Polling: Zapier asks the app for new items on a timer. Instant: the app calls Zapier itself the moment the event happens.
- Filter
- A step that lets the Zap go on only when the incoming data meets the condition you set, and stops it otherwise.
- Search step
- A step that looks up something that already exists, so the steps after it can use what it found. Find Extraction Result is one.
- Connection
- Your Lido account linked to Zapier once, then reused by every step of every Zap that works with Lido.
What a Lido Zap really costs
Zapier bills in tasks, and only completed actions count. The trigger that starts your Zap costs nothing, and neither does the checking Zapier does in the background, however often it runs.
- Free plan100 tasks per month
- Zaps on the free planUnlimited, two steps each
- Premium appNo, Lido works on Free
- Failed actionNot billed
Each Lido action that succeeds is one task; a failed one is not billed. Lido is not a premium app, so the free plan accepts it. The catch: the free plan stops at two steps, one trigger and one action. Adding Find Extraction Result, a filter or a second action turns the Zap multi-step, and that needs a paid plan. How quickly the Zap starts depends on the other app's trigger: on a polling trigger, the interval follows the grid below. For a wider look at the tool itself, see our Zapier review.
Connect Lido to Zapier in three steps
- 01
Open your connections
Sign in to Zapier and go to the Apps page of your account. Every connection lives there, and any Zap can reuse it later. Click + Add connection to open the app picker.
- 02
Pick Lido
Type Lido in the search box of the dialog and select it. Then click Add connection: a new browser tab opens on Lido's own sign-in screen. Keep the Zapier tab open behind it.
- 03
Sign in and grant access
Log in to your Lido account in that tab and let Zapier access it. You need a Lido account first, plus access to any file you do not own but want the Zap to send. The connection then appears on the Apps page.
Your first Lido Zap: invoices into spreadsheet rows
GoalA new invoice PDF lands in your file storage; Lido reads it, and your spreadsheet gets one row with vendor, invoice number and total.
- 01
Build: start on a new file
Create a Zap and pick your file storage app as the trigger, on the event that fires when a file arrives. Test it: Zapier brings back the three most recent items, so choose a real invoice.
- 02
Add Extract Data From File
Add Lido as the action and pick Extract Data From File. Map the file from the trigger into File, then type Vendor Name, Invoice Number, Total Amount in Columns to Extract.
- 03
Collect the result
Add Find Extraction Result next. Map the Job ID returned by the previous step and repeat the same comma-separated columns. The search waits for the extraction, then passes the data on.
- 04
Send it to the spreadsheet
Add the spreadsheet action that creates a row and map each extracted column into its cell. Test every step once and read what came back, so the mapping relies on real values.
- 05
Publish
Publish the Zap to switch it on. From then on, each new invoice goes through Lido. Files already sitting in the folder stay untouched: a Zap only reacts to what arrives after it is on.
The Lido action in Zapier
Lido gives you 1 action. For each one: what it does for you, when to reach for it, and what to watch out for.
Extract Data From File
ActionIn Zapier“Uploads a file and starts the data extraction process.”
Hands a document to Lido and starts its AI reading. You name the columns you care about, and Lido works out where they sit in the file, whether it is a PDF, an image, a spreadsheet or plain text.
The Lido search and its settings
1 search step looks for data that already exists in Lido, so a later step can use it.
On Lido, the search step is the one that waits for an extraction to finish and returns its structured data. Like every Zapier search, it carries three settings that decide what happens when it finds nothing, or more than one match.
Find Extraction Result
SearchIn Zapier“Waits for and retrieves the structured data.”
Holds the Zap until Lido has finished reading the file, then returns the structured columns. It takes the Job ID produced by Extract Data From File and the same comma-separated column names.
The three settings every search exposes
- Successful if no search results are found?Left on its default, an empty result stops the Zap at this step and skips everything after it. Switched on, the Zap keeps going with empty values.
- Create X if it doesn't exist yet?This box turns a search into a find-or-create. Lido exposes no such variant, so Find Extraction Result only ever reads.
- If multiple search results are found?Three ways out when several items match: keep the first one (the default), stop the Zap, or pass all of them on together.
When a Lido Zap breaks
Zapier attaches no help article to Lido and lists no limit specific to it. What breaks here are the rules every Zap lives by.
Four of them hit document workflows hardest. When one of them catches you, start from our Zapier troubleshooting page.
Old files are never picked up
A Zap only reacts to what happens after you switch it on. Documents already in storage stay unread; moving that backlog to Lido is a separate job.The Zap that feeds itself
If the last step writes into the very place the trigger watches, the Zap sets itself off again and again and burns through your tasks fast.A bulk drop gets held back
Copy a large batch of files at once, after a migration for instance, and Zapier's flood protection can hold the trigger back.One file, one run
On a polling trigger, Zapier remembers what it has already seen, so the same file does not start the Zap twice, however often it checks.
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