Create a PDF from a template in CraftMyPDF

In our previous integration article, we showed you how to create a document in Google Docs from a template parsed by Parseur.

Now, let’s see how to instantly create a PDF from a parsed template and upload it to Google Drive.

To use this integration, you will need:

• A Parseur account with a configured mailbox
• A CraftMyPDF account
• A Zapier account
• A Google Drive account

What is CraftMyPDF?

CraftMyPDF is a powerful PDF generation tool for creating custom PDF documents from templates. It offers an easy-to-use interface and supports various design elements, including text, images, and tables. CraftMyPDF is ideal for businesses that regularly generate high-quality PDF documents such as invoices, certificates, or reports.

How much does CraftMyPDF cost?

It offers a free plan with three templates to help you get started and test this integration. View all the pricing plans.

Why integrate Parseur with CraftMyPDF?

By integrating Parseur with CraftMyPDF via Zapier, you can automatically generate a PDF document from data extracted by Parseur. Additionally, we'll show you how to upload the generated PDF to Google Drive, ensuring that your documents are securely stored and easily accessible.

How to create a PDF from a template processed by Parseur

Step 1: Set up your Parseur account and mailbox

If you don't have an account, sign up for Parseur and opt for the AI-assisted mailbox creation.

Step 2: Upload your document and confirm the mailbox

For this integration, we’ll upload an invoice for data extraction. Once Parseur receives the document, verify your mailbox type and mailbox name.

Step 3: Our AI parser captures invoice data automatically

You can also watch our tutorial video on YouTube to see how it works.

Step 4: Prepare your PDF template in CraftMyPDF

Use CraftMyPDF’s template editor to design the PDF document. You can include text, images, tables, and other design elements to match your needs. Click on “manage template” and “new PDF template.”

This template will be used to generate PDFs based on the data parsed by Parseur.

Step 5: Connect Parseur with Zapier

Select Parseur as your trigger app in Zapier. Choose “New Document Processed” as the trigger event. Connect your Parseur account and select the mailbox you created earlier.

Step 6: Connect CraftMyPDF with Zapier

Choose CraftMyPDF as the action app. Select the "Create PDF" action event.

Connect your CraftMyPDF account and select the template you designed. Map the parsed data from Parseur to the corresponding fields in your CraftMyPDF template.

Step 7: Test the Zap template

Once the fields are mapped, test the Zap between Parseur and CraftMyPDF.

Step 8: Upload the PDF to Google Drive (Optional)

You’ll notice that the link that Zapier provides expires quickly. You can add this step as a second action to your Zap.

Choose Google Drive as the action app. Select the "Upload File" action event.

Choose the folder where you want the PDF to be saved. Map the generated PDF file from the CraftMyPDF step to the "File" field in Google Drive.

Test the Zap to ensure the integration works as expected. Parseur should extract the data, generate a PDF in CraftMyPDF, and automatically upload the resulting file to Google Drive.

This is how the workflow should look:

Start automating today and experience the benefits of a streamlined workflow with Parseur, CraftMyPDF, and Google Drive.