Zapier
Send documents to ParserBee from thousands of apps, and push the extracted data wherever you need it, without writing any code.
ParserBee's Zapier app lets any Zap send a document to ParserBee and get structured fields back, ready to drop into a spreadsheet, a database, or your own system.
This page is the short reference. For the full walkthrough with screenshots, see the complete Zapier setup guide.
Setting up
- Copy your API key from Settings > API Keys in your dashboard.
- Copy the Template ID from the Parser Template you want to use (shown at the top of the template's page).
- In Zapier, add the Extract Data From Document action to a Zap and paste your API key when asked to connect your account.
The action
Extract Data From Document takes two fields.
| Field | Notes |
|---|---|
| Template ID | Decides which fields come back. Required. |
| Document URL | A link to the document to read. Required. |
The Document URL must be a direct link
ParserBee fetches the document from the link you give it, so the link has to open without a login and return the file itself rather than a preview page. It should end in the file name (.../invoice.pdf), which is how the file type is worked out.
There is no file upload field on the action today. If your documents arrive as email attachments, save them to cloud storage in an earlier Zap step and pass that link through.
What comes back
| Output | Description |
|---|---|
| Your template's fields | One entry per field. Multi-record templates return a list of records. |
request_id | Reference for this extraction, also shown in Activity. |
usage.pages_processed | Pages read in this document. |
usage.credits_charged | Page credits used (1 per page, minimum 1). |
credits_remaining | Balance after the extraction. |
processing_time_ms | How long the extraction took. |
Under the hood this is a JSON call to POST /api/v1/extract, so the same error codes apply: INVALID_API_KEY, INSUFFICIENT_CREDITS, SUBSCRIPTION_INACTIVE, TEMPLATE_NOT_FOUND, MISSING_FILE, INVALID_FILE_URL and PROCESSING_FAILED.
Triggers
ParserBee is action-only for now. Nothing in ParserBee starts a Zap yet.
Other ways to automate
- No automation tool at all: Data Lab bulk-extracts a batch of documents and exports to Excel, CSV, PDF or Google Sheets.
- Make, n8n, or your own code: use the REST API directly.