Zapier connects DigiParser to 1000+ apps (e.g. Gmail, Slack, Notion, Airtable, Microsoft Excel, Dropbox). You set this up by adding Zapier in Integrations and then creating Zaps in the embedded Zapier UI.

Uploading a document to DigiParser and using the extracted data are two separate steps in Zapier. Because of that, you'll typically need two Zaps, not one:

• Zap 1 (Upload) – Sends documents from another app (e.g. Dropbox, Gmail) into DigiParser.
• Zap 2 (Use data) – Runs when DigiParser finishes processing. Sends the extracted data (or the document file) to other apps (e.g. Excel, Dropbox, Slack).

If you want to upload from Dropbox and then send extracted data to Excel, you need both Zaps.

1. Open your parser and go to Settings → Integrations.
2. Under Available Integrations, click Zapier.
3. It appears under Added Integrations. Expand it to open the Zapier panel.

This Zap sends documents from another app into DigiParser.

Trigger – Choose the app and event that provides the document (e.g. Dropbox – New File in Folder, Gmail – New Email).

Action – Choose DigiParser – Import Document (or Import Document Async). Connect your DigiParser account, select your parser, and map the file from the trigger (e.g. the Dropbox file or Gmail attachment).

When the trigger fires, the document is uploaded to DigiParser and processing starts.

This Zap runs when DigiParser finishes processing a document. Use it to send extracted data or the document file to other apps.

Trigger – DigiParser – Document Processed. This fires automatically when DigiParser finishes extracting data from a document.

Actions – Add one or more actions to use the data:

• Microsoft Excel – Add a row to a spreadsheet. Map the extracted fields (e.g. Invoice Number, Total Amount) to your Excel columns.
• Google Sheets – Same idea: map extracted fields to sheet columns.
• Dropbox – Upload File – Save the original document file. Use the Metadata URL (or Document URL) from DigiParser as the file source. Zapier will fetch the file. You can rename it using extracted values (e.g. {{Invoice Number}}.pdf).
• Slack, Gmail, Airtable, etc. – Use the extracted fields in whatever way the app supports.

A common setup: files land in Dropbox, get processed by DigiParser, and you want the extracted data in Excel plus the original file saved (or renamed) back to Dropbox.

Zap 1 (already correct):

• Trigger: Dropbox – New File in Folder
• Action: DigiParser – Import Document
• This uploads the document to DigiParser.

Zap 2 (new one to create):

1. Trigger: DigiParser – Document Processed
2. Action: Microsoft Excel – Create Spreadsheet Row (or Update Row)
   • Map extracted fields (Invoice Number, Vendor Name, Total, etc.) to your Excel columns.
3. Action (optional): Dropbox – Upload File
   • Use the Metadata URL (or Document URL) from DigiParser as the file. Zapier will handle the conversion.
   • Rename the file using an extracted value (e.g. {{Invoice Number}}.pdf).
   • Set the file extension to .pdf (or match the original).

This keeps things clean: Zap 1 = upload, Zap 2 = use extracted data + save/rename file.

Zap 2 (Document Processed) runs when a document is processed (after extraction finishes).

If you use Reviews & Approvals and a reviewer is assigned, the Zap waits until the document is approved. If no reviewer is assigned, it runs immediately after processing.

• Start with Zap 2 (Document Processed → one action like Excel or Slack) to test before adding more complexity.
• Use Zapier templates if they match what you need; you can always change them later.
• Metadata URL / Document URL from DigiParser points to the original file. Use it in Dropbox, Google Drive, or similar actions to save or rename the file.
• If something doesn't work, check that you have both Zaps: one to upload, one to use the data.
• You can Remove the Zapier integration from Added Integrations if you no longer want to use it.

• Integrations Overview – Other import and export options
• Exporting to Google Sheets – Send data directly to Sheets (no Zapier needed)
• Using Webhooks – Send data to your own URLs