Send data extracted from documents to Integromat

What is Integromat and how does it work?

In simple words, Integromat is an automation software that connects hundreds of applications, CRMs, tools and databases together. With this no-code visual builder, you can automate workflows within seconds. Integromat is free to start with no credit card required.

Integromat provides advanced features to make the most complex scenarios possible. Such features include:

• A visual editor to create your workflows, step by step
• Access to detailed logs to understand what happens at every execution step (including a way to disable logs for data privacy)
• Advanced data processing functions (similar to Excel formulas)
• "Routers" that allows your data to flow different execution branches either simultaneously or conditionally based filters or timing
• Iterators and Aggregators to respectively split and merge your data along the way
• Thousands of ready-made templates to cover most common use cases
• And many more!

Why should you integrate Parseur with Integromat?

Parseur is a powerful data entry automation software that facilitates the data extraction process from emails, PDFs and spreadsheets. The parsed data can then be downloaded or exported in real time to any application of your choice via Integromat.

Our customers use the integration of Parseur and Integromat to:

• Build a workflow for leads and adds them to a CRM automatically
• Track orders from new e-commerce customers
• Create a database item in Notion
• Export customer information to Google sheets
• And so much more!

Applications connected to Integromat

How this Email to Integromat integration works

The integration can be summarized in 3 main steps as follows:

• A new email notification is received in your Parseur mailbox
• Parseur extracts the relevant information according to your templates and sends the data to Integromat via a Webhook
• Integromat processes the data according to your workflow and send it to any connected application

To use this integration you will need:

• A Parseur account with a configured mailbox
• An Integromat account

We will take the case of a business owner who receives countless leads' details on his website via the contact form. He has to manually go through the emails and extract specific information from them (name, address, phone number) and send them to a shared Google sheet with his team.

As you can see, this process is manual and time consuming. With an email parsing tool like Parseur, he can save countless hours of manual work and have an automated workflow process in place.

Step 1: Create your free Parseur mailbox to collect your email

Parseur is totally and forever free for a limited number of emails sent per month, with all features enabled.

Once your account has been created, you will be prompted to create your Parseur mailbox

Choose custom emails (default) for the mailbox type.

Select custom emails (default)

Step 2: Forward the lead email to your Parseur mailbox

We recommend that you create an auto-forwarding rule to forward all your emails automatically to the Parseur mailbox.

Step 3: Create your template to extract data from the email

Parseur is a no-code and visual template creation tool . You just have to highlight the specific data and text that you want to extract from the email.

Your parsed results will look like this:

Parsed results from email

Step 4: Export the parsed data to Integromat via Webhooks

Log in to your Integromat account and click on “scenarios” on your dashboard. We will then choose a webhook to send the extracted data over.

Choose webhook from the list of applications

Step 5: Configure Webhook to receive the parsed data

A webhook, also known as HTTP callback, delivers data in real time to other applications. It is how apps can communicate with each other to send information.

Choose the custom webhook and add a new webhook for Parseur.

From there, a webhook URL will be generated so that Integromat can receive the data.

Generate webhook url

Copy and paste the URL in your Parseur app

Once you click on “create”, re-process your document. This will trigger the webhook.

Head back to your Integromat dashboard and verify if the data structure has been successfully determined.

Data successfully received in Integromat

Step 6: Set up Google sheets as a new module in Integromat

Click on “add new module” and select Google sheets from the list of applications.

Add Google sheets in Integromat as a new module

Integromat will prompt you to connect with your Google drive account and select the spreadsheet where you need to export the parsed email data.

Connect Integromat with Google Drive

You will then be able to use the parsed data and customize the data fields for your spreadsheet.

Customize data fields with parsed data

Customize data fields with parsed data

Step 7: Test the scenario in Integromat

Once done, run the scenario once and the extracted data will be sent automatically to Google sheets.

Test the scenario between integromat and google sheets

Parsed data sent to Google sheets successfully

Using Parseur together with Integromat you can extract text from emails, post process the data and send it anywhere in a perfectly formatted and structured way.