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Parashift Zapier integrationAutomate Parashift with Zapier.

The Parashift Zapier integration gives you 1 trigger and 7 actions, with no search step. The trigger spots processed documents, and the actions upload files, read the extracted data in three formats and mark documents as exported.

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Overview

What the Parashift Zapier integration does for you

Parashift reads documents for you: invoices, forms or scans go in, and structured data comes out after extraction and classification. Linking it to Zapier closes both ends of that loop. Files from your other tools flow into Parashift on their own, and the data it extracts flows back out to your spreadsheets, accounting or CRM, without anyone downloading and retyping.

Three results come back often. An inbox that feeds the extractor: a file lands in another app, and Upload Document or Upload Batch sends it to Parashift. Extracted values that land where you work: Check for New Documents spots documents in the status you picked, then Get Document Information (CSV Format) or one of its siblings hands over the data. A clean queue: Set Document as Exported flags each processed document once its data has left, so your team sees what is done.

The limits, plainly. The only trigger is a polling one, so the Zap starts on Zapier's next check, never at the very moment a document is ready. There is no search step, and no action deletes or edits a document. Upload Document takes only PDF and image files. And a Zap never goes back to documents processed before you switched it on, so the backlog needs its own plan.

Before you commit to one tool for document flows, have a look at n8n vs Zapier.

Vocabulary

Zapier vocabulary in one minute

Seven words explain everything below. Each is defined once here, then simply used.

Zap
The automation you set up in Zapier: one trigger, then one or more actions that run each time that trigger event happens.
Trigger
The event in an app that starts the Zap. Once the Zap is on, Zapier keeps watching for it.
Action
The step that does the work after the trigger: it writes, sends or moves something in an app on your behalf.
Task
The unit Zapier bills: one action your Zap completes successfully. Your plan's allowance counts those.
Polling vs instant
Zapier checks a polling trigger on a timer, while an instant trigger is reported by the app the moment it happens.
Filter
A step that lets the Zap go on only when the incoming data meets your condition, and stops it otherwise.
Multi-step Zap
Any Zap beyond one trigger and one action. A second action, a filter or a search makes it one, and it then needs a paid plan.
Cost

What a Parashift Zap really costs

Parashift is not reserved for paid plans: it runs on the free plan. Your bill follows the actions, not the trigger.

  • Trigger checksfree, never counted
  • Each successful action1 task
  • Failed actionnot counted
  • Free plan100 tasks a month, 2-step Zaps
  • Filter or second actionmulti-step Zap, paid plan

Check for New Documents never costs a task, however often Zapier checks. Each action that succeeds counts as one, so reading a document and then flagging it exported costs two tasks per document. A failed action is not counted. The free plan gives 100 tasks a month and unlimited Zaps, but stops each Zap at two steps and checks the trigger every 15 minutes. A second action, a filter or a search makes it a multi-step Zap, which needs a paid plan, where the trigger is checked more often.

Connect

Connect your Parashift account to Zapier

  1. 01

    Start from the Apps page

    In your Zapier account, open Apps and click + Add connection. You need a Parashift account, plus read or write access on any documents you do not own and want a Zap to handle.

  2. 02

    Choose Parashift

    Type Parashift in the search box of the dialog, select it, then click Add connection. A new tab opens on the Parashift side, where the two accounts get linked.

  3. 03

    Sign in and grant access

    Sign in to Parashift in that tab and allow Zapier to use the account. The connection is stored, and every Parashift step in every Zap reuses it from now on.

First Zap

Your first Parashift Zap, step by step

GoalSend the values of every processed invoice to a spreadsheet, then mark the document as exported.

  1. 01

    Build: set the trigger

    Create a Zap, choose Parashift and Check for New Documents, then set Status to the stage your documents reach once processed, such as done.

  2. 02

    Test the trigger

    Run the test. Zapier brings back the three most recent matching items of the connected account, so you map the next steps on a real document.

  3. 03

    Read the values

    Add Get Document Information (CSV Format), set the same Status, and decide whether to skip the header. This hands over the extracted values in a spreadsheet-friendly shape.

  4. 04

    Write the row

    Add your spreadsheet app as the next action and map each value into its column. This is now a multi-step Zap, so it runs on a paid plan.

  5. 05

    Close the loop

    Add Set Document as Exported and map the Parashift ID from the trigger. Your team then sees in Parashift which documents have already left the queue.

  6. 06

    Test, then publish

    Test each step and read what came back before going further. Then Publish to switch the Zap on. For larger document flows, a Zapier agency can build and maintain them.

Triggers

The Parashift trigger

1 event starts a Zap when something happens in Parashift. Zapier checks for them at the interval your plan allows.

1

Check for New Documents

Polling trigger

In Zapier“Triggers when a new document is available, which depends on the defined filters.”

Starts the Zap when a new document becomes available in Parashift under the filter you defined, mainly the document status. It is the only way for Parashift to open a Zap, so most outbound flows begin here.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one
When to use it
processed documents should leave Parashift for another tool without anyone exporting them by hand.
Watch out
Status is mandatory; choose one your documents really reach, such as done, or nothing ever comes through.
Actions

The 7 Parashift actions

Parashift gives you 7 actions. For each one: what it does for you, when to reach for it, and what to watch out for.

1

Get Documents

Action

In Zapier“Receives all documents to a defined filter”

Returns every document that matches a filter, mainly a status, so later steps can work through the list.

When to use it
another app should receive a recap of everything that reached a given stage.
Watch out
Status is required, and a broad status can bring back a long list for the next steps to handle.
2

Get Document Information (CSV Format)

Action

In Zapier“Receive document information according to an Parashift ID other filters. Export format is CSV, with focus on values”

Hands over the extracted values of a document as a CSV export, focused on the values themselves rather than the extraction details.

When to use it
the data is headed for a spreadsheet or an accounting import.
Watch out
Status is mandatory, and the Skip Header option decides whether the column titles come along.
3

Get Document Information (Parashift Format)

Action

In Zapier“Receive document information according to an Parashift ID other filters. Export format is Parashift JSON, including all information, e.g. coordinates, prediction rate, ...”

Delivers the full Parashift view of a document, including details such as coordinates and prediction rates next to the values.

When to use it
a later step needs to judge how confident the extraction was before trusting it.
Watch out
Status is required, and this is the heaviest of the three formats, so map only what you need.
4

Get Document Information (Short Format)

Action

In Zapier“Receive document information according to an Parashift ID other filters. Export format is shortened Parashift JSON”

Gives a trimmed version of the Parashift format: the document data without the full extraction detail.

When to use it
a CRM or a chat message needs a few key values, not the whole record.
Watch out
Status is mandatory here too; set the same one as in your trigger to stay consistent.
5

Set Document as Exported

Action

In Zapier“Set the flag exported to a document in status "done"”

Puts the exported flag on a document whose status is done, so everyone can tell it has already been sent onward.

When to use it
as the last step of a Zap that copies document data into another tool.
Watch out
Parashift ID is required, and the flag only applies to documents in the done status.
6

Upload Batch

Action

In Zapier“Uploads a new batch of documents to the Parashift Platform. Page separation of chosen upload profile will occur.”

Pushes a batch of documents in one go; Parashift then splits the pages according to the upload profile you chose.

When to use it
a scanner drops multi-document files into a shared folder.
Watch out
with Validation Required set, documents stay in manual validation unless every value clears its threshold; without it, they are processed automatically with no human check.
7

Upload Document

Action

In Zapier“Uploades a new file (base64 coded) to the Parashift Platform. Document ID will be received as response.”

Sends one file to Parashift for processing and gets its document ID back. Name, encoded file, upload configuration, validation choice and training choice are all required.

When to use it
supplier invoices arriving by email should go straight into extraction.
Watch out
only PDF and image files such as JPEG or TIF are accepted for now, and the upload configuration called client is created and selected by default.
When it breaks

When a Parashift Zap breaks

Zapier attaches no help article to Parashift and lists no Parashift-specific limit. What breaks is general Zapier ground, plus the status filter.

Four cases account for most failing Parashift Zaps. Each one is easy to avoid once you know it. For the wider list, see Zapier troubleshooting.

  • Earlier documents never come through

    A Zap only reacts to what happens after it is switched on. Documents processed before that are not picked up; moving that backlog is a separate job.

  • An upload loop

    A Zap that starts on Check for New Documents and uploads a file back into Parashift creates a new document, which can start the Zap again and again and burn through your tasks.

  • A bulk import gets held back

    After a large batch or a migration, a trigger that suddenly returns a huge number of documents can be paused by Zapier's flood protection.

  • The same document twice? No

    Zapier remembers what a polling trigger has already seen, so one document does not start the Zap twice. A missing run usually means the status filter, not a duplicate.
Need help

Need help automating Parashift with Zapier?

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FAQ

Parashift Zapier integration: frequent questions

01Is the Parashift Zapier integration free?
Yes, Parashift is not reserved for paid plans, so it works on a free Zapier account. The free plan gives 100 tasks a month, unlimited Zaps and a trigger check every 15 minutes. Its limit is the shape of the Zap: one trigger and one action, nothing more. Reading a document and then flagging it exported takes two actions, so that complete flow is a multi-step Zap and needs a paid plan. A single upload or a single read fits the free plan.
02How many tasks does a Parashift Zap use?
One task per successful action, and nothing for the trigger, however often Zapier checks. A Zap that reads the CSV values, writes a spreadsheet row and flags the document exported costs three tasks per document. A failed action is not counted. If your documents arrive by the hundred, multiply accordingly before choosing a plan, and keep only the actions that really serve the flow so the allowance lasts the whole month.
03Does Parashift trigger in real time?
No. Check for New Documents is a polling trigger: Zapier asks Parashift for new documents at a fixed interval. That interval depends on your plan: 15 minutes on Free, 2 on Professional, 1 on Team and Enterprise. On paid plans you can change how often it checks, and you can also run a check by hand from the editor while you test. The type is set by the app and cannot be switched to instant from Zapier.
04What does it take to connect Parashift to Zapier?
A Parashift account, plus read or write access on any documents you do not own and want the Zap to handle. In Zapier, open Apps, click + Add connection, search for Parashift, click Add connection, then sign in in the tab that opens and grant access. Before building, check which statuses your documents go through in Parashift, since the trigger and the four reading actions all require one, and a wrong status is the usual reason nothing arrives.
05Why does the Parashift trigger never fire?
Most of the time, the Status set in the trigger does not match a stage your documents actually reach. The field is mandatory and the trigger only reports documents under that filter. Pick a status such as done, test the trigger, and check that Zapier brings back real documents. Remember also that only documents appearing after the Zap was switched on are picked up, and that on the free plan the next check can be up to 15 minutes away.
06What if the Parashift action you need is missing?
Then the job has to be rebuilt from the 7 actions available or handled elsewhere. Zapier offers one Parashift trigger, no search step and no action that edits or deletes a document. Many needs still fit by chaining steps: Get Documents to list what reached a status, one of the three information actions to read it, Set Document as Exported to close it. Keep in mind that each extra action makes the Zap multi-step. If that is still not enough, no Zapier setting will add the missing operation.
07Zapier, Make or n8n for Parashift?
Choose on criteria, not on a ranking. On Zapier, check whether one polling trigger checked at your plan's interval is fast enough, whether the 7 actions cover your upload and export needs, and whether two or three tasks per document fit your allowance. Then run the same checks on the other tools for Parashift: which operations they really offer, how they bill one run, and who in your team will keep the flow working.
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