Send data extracted from email to Microsoft Flow

In this article we will detail how you can use Parseur text extraction software to send parsed data from emails to Microsoft Flow.

Email to MS Flow cover picture

What is Parseur?

Parseur is an email parser solution to extract text from emails automatically. It is connected to Microsoft Flow, along with many other services (see the detailed integration list). Parseur can extract text from emails, attachments and any text document. It is very easy to set up as everything is point and click.

What is Microsoft Flow?

Microsoft Flow is a service that integrates cloud-based apps and services together so they interact with each other seamlessly. In particular Flow makes it easy to send, process or receive data from Microsoft applications such as Outlook, Excel, SharePoint, Dynamics CRM, Dynamics NAV, SQL Server, Azure etc. Flow also connects to hundreds of third party services like Twitter, Salesforce, Pipedrive, Gmail and many more.

How to send parsed data from email to Microsoft Flow?

For the purpose of this article we'll use a common use case: extract text from emails and create a new item in a SharePoint list.

Let's say we run a Movie Star Concierge Service. Movie stars can request services via a form online.

Movie star concierge request form

Our movie star concierge request form

When a movie star hits the send button, we receive the request by email:

Sample email request received

Sample email request received

Our service is very successful and our support team is growing. We want to log all requests in a SharePoint list so that our team can pick them up.

In order to do that, we set up the following workflow: every time it receives an email, Parseur parses it and extracts the relevant text pieces. Then, parsed data is sent to Microsoft Flow that creates a new item in a connected SharePoint list.

We want all our requests to be logged in a SharePoint list

We want all our requests to be logged in a SharePoint list

Let's see how to set up this workflow.

Step 1: Setup Parseur Mailbox

If you don’t have one already, let’s go ahead and create an account.

After registration:

  1. Create a mailbox
  2. Forward a sample email
  3. Create a template to tell Parseur which text to extract
  4. Send more emails (or setup automatic forwarding) to make sure Parseur forwards the data correctly

You will be guided throughout that process by an interactive tutorial. Additionally, you may want to check the following article for additional information: create your first mailbox and setup your templates.

We create a template in Parseur to extract relevant details from the email

We create a template in Parseur to extract relevant details from the email

Mailbox is set up, documents are being parsed

Mailbox is set up, documents are being parsed

Step 2: Setup your Flow connector

Now connect to your Microsoft Flow account (or create one if you don't have one already), Then go to My Flows > New > Create from blank

Create a new Blank Flow

Create a new Blank Flow

Click create from blank again

Click create from blank again

Then type "Parseur" in the search box and choose "New document processed" (or "Table processed" if you're dealing with table fields).

Select Parseur as Trigger

Select Parseur as Trigger

Then, Parseur will ask you to name your connection and enter the API Key:

  • Use anything you'd like for the connection name.
  • Your API Key is in your Parseur account overview (click on your name in the top bar of the screen).
Your API Key is in your account overview

Your API Key is in your account overview

Enter a connection name and your API Key

Enter a connection name and your API Key

Now, select the mailbox you want to use from the drop down list.

Select your Parseur Mailbox

Select your Parseur Mailbox

Then, click New step and choose which application you want to send your Parseur data to. In this example we'll choose SharePoint.

Select the app and action

Select the app and action

Enter the specifics of your application (for us, SharePoint address and list name) and create a data mapping between the fields sent by Parseur and the ones expected by your application.

Data mapping between the Parseur mailbox and the SharePoint List

Data mapping between the Parseur mailbox and the SharePoint List

That's all!

Step 3: Test your Flow

Now it is time to test that your Flow is set up properly. Click on the Test button at the upper right corner of the screen and choose "I'll perform the trigger action".

Click "Test"

Click "Test"

Click on "I"ll perform the trigger action" then Test

Click on "I"ll perform the trigger action" then Test

Back in Parseur, click the reprocess icon to send the parsed email data to Microsoft Flow.

Reprocess an email in Parseur

Reprocess an email in Parseur to test the workflow

If everything went correctly, you should now see a success message in Flow and your data in SharePoint!

Parsed data was received by MS Flow and sent to SharePoint

Parsed data was received by MS Flow and sent to SharePoint

Items were created in your SharePoint List

Items were created in your SharePoint List

You are now all set!

Below is a live example. Requests are received in SharePoint just a few seconds after the user submitted the form.

Form request is received by email in Parseur, sent to Microsoft flow and an Item is created in the SharePoint List

Form request is received by email in Parseur, sent to Microsoft flow and an Item is created in the SharePoint List

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