Parse by Conversion Tools Zapier integrationAutomate Parse by Conversion Tools with Zapier.
The Parse by Conversion Tools Zapier integration gives you 0 triggers, 2 actions and 0 searches. Another app has to start the Zap; Parse then reads the document you hand it and can turn the result into a CSV or Excel file.
Beta app Zapier still marks this integration as beta.
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What the Parse by Conversion Tools Zapier integration actually does
Parse by Conversion Tools reads a document and hands back its contents as orderly data. You set up the fields to capture one time, and every PDF, scan or photo sent afterwards comes out in that shape. On Zapier it sits in the middle of a Zap (an automation that starts on an event in one app, then runs steps in others). It never starts one itself.
Three things you can produce with its two actions. Structured data from every incoming document: Extract Document reads an invoice, a receipt or a bank statement that another app just delivered. A spreadsheet file ready to file away: Export Extraction turns that finished extraction into a CSV or Excel file. An archive that fills itself: chain both, then let a storage or email app save or send the exported file.
What Zapier does not do with this app. There is no trigger, so Zapier cannot react to something that happens inside Parse, such as an extraction finishing on its own. There is no search either: you cannot look up an older extraction from a Zap. And Export Extraction only works with the identifier that Extract Document returns, so in practice the two travel together, which already makes a multi-step Zap.
Zapier also flags the app as beta. If you are comparing platforms before you build, see the Make vs Zapier comparison or the Zapier review.
Zapier vocabulary in one minute
The same few words show up everywhere in Zapier. One line each.
- Zap
- Your automation on Zapier: one trigger, then one or more actions. With Parse, the trigger lives in another app and Parse fills the action slots.
- Trigger
- The event that starts the Zap, and Zapier waits for it once the Zap is on. Parse has none, so it comes from another app.
- Action
- What the Zap does once started: a step that writes, sends or moves something. Parse offers two, extract and export.
- Task
- The unit Zapier bills: one action your Zap completes successfully. Extracting then exporting one file uses two of them.
- Polling vs instant
- Polling: Zapier checks an app for new items on a timer. Instant: the app tells Zapier right away. It depends on your trigger app.
- Filter
- A step that lets the Zap carry on only when what arrived meets your condition, for example only PDF files before Extract Document.
- Multi-step Zap
- Any Zap with more than one trigger and one action. A second action, a filter or a search makes one, and it needs a paid plan.
What it really costs
Parse by Conversion Tools is not premium on Zapier, but there is a catch: on the free plan, it can only fill the single action slot.
- Premium appNo, free plan accepted
- Tasks per document1 to extract, 1 more to export
- Tasks on the free plan100 per month
- Zap size on the free planTwo steps: one trigger, one action
The trigger in the other app costs nothing. Every Parse action that succeeds counts as one task, and one that fails is not billed. Extracting and then exporting a document is two actions, so two tasks per file. The free plan gives you 100 tasks a month, but only two-step Zaps: one trigger and one action. That covers Extract Document alone. Adding Export Extraction, a filter or any third step needs a paid plan, and the trigger app's polling interval follows the grid below.
Connect Parse by Conversion Tools to Zapier
- 01
Start from Apps
Open Apps in your Zapier account and click + Add connection. You need a Parse by Conversion Tools account already, otherwise there is nothing to link.
- 02
Pick the app
Search for Parse by Conversion Tools in the dialog, select it, then click Add connection. A new tab then opens so you can sign in to your Parse account.
- 03
Sign in and grant access
Log in to Parse in that tab and allow Zapier to use the account. From then on, any Zap that adds an Extract Document or Export Extraction step finds this connection already in place.
Your first Parse by Conversion Tools Zap
GoalExtract each invoice dropped into a Drive folder, then save the result as a CSV file.
- 01
Set the trigger
Create a Zap and start it on Google Drive with New File in Folder, pointed at the folder where invoices land. Test it: Zapier brings back the three most recent files to work with.
- 02
Add Extract Document
Add Parse by Conversion Tools, choose Extract Document, then map the Drive file into File and its name into Filename. Both fields are required.
- 03
Add Export Extraction
Add a second Parse step with Export Extraction. Map the ID returned by the previous step into Extraction ID and pick CSV or Excel in Format.
- 04
Test each step
Run each step once and read what came back: the extracted values first, then the exported file. Two actions make this a multi-step Zap, so a paid plan is needed.
- 05
Publish
When the test output looks right, click Publish to switch the Zap on. From then on, each new invoice in the folder goes through both steps.
Parse by Conversion Tools actions
Parse by Conversion Tools gives you 2 actions. For each one: what it does for you, when to reach for it, and what to watch out for.
Export Extraction
ActionIn Zapier“Turns a finished extraction into a CSV or Excel file you can save or send in the next step.”
Once an extraction is done, this step packages it as a CSV or Excel file, ready for a storage or email step to pick up.
Extract Document
ActionIn Zapier“Extracts structured data from a document such as an invoice, receipt or bank statement.”
Hand this step a file and it returns structured data, read from an invoice, a receipt or a bank statement. You never tell it which kind of document it is: Parse works that out on its own.
When it breaks
Parse has no Zapier help article of its own. Because it never starts a Zap, most surprises come from the trigger app upstream and from how the two actions are chained.
Read these before you publish. They explain most of the confusing first days with a document Zap, and the Zapier troubleshooting page goes further on the generic errors.
Old documents stay untouched
Switching the Zap on does not sweep the folder. Invoices that were already there before publishing are never sent to Extract Document; that backlog is a separate job.The Zap keeps restarting itself
If the exported CSV is saved into the very folder your trigger watches, the new file starts the Zap again, over and over, and eats your tasks fast.Export runs without an ID
Export Extraction needs the Extraction ID from Extract Document. Map that value from the previous step; left empty, the export has nothing to work on.A bulk drop gets held back
When the trigger suddenly returns a huge batch, after a migration or a mass upload, Zapier's flood protection can hold it back instead of running everything.
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