Let’s say your business is online and you have an e-commerce platform where your customers can purchase items. Once their order is confirmed and payment is done, both of you receive a copy of the sales order or invoice.
If you have a Twilio subscription for your business, you can manually go through all sales orders and eventually, confirm your clients’ orders through a text message.
However, it can take a lot of your time especially if you receive many orders on a daily basis!
At Parseur, we have a simple solution for you: automate the data extraction.
Integrating Parseur with Twilio
Parseur is a powerful data entry automation tool that will easily extract text from emails as well as PDFs. Extracted data can be downloaded or exported to any application of your choice, in this case to Twilio, using Zapier.
What you will need?
- A Parseur account
- A Zapier account
- Your Twilio account
With zero coding experience, Zapier facilitates integration of thousands of applications with Parseur.
How to get started?
Step 1: Sign up for your free plan and create your Parseur mailbox
If you receive a limited number of orders by email per month, you can enjoy all the features for free!
You will be redirected to the Parseur app where you can create your mailbox.
Select the option Custom emails and attachments
For more information, check out instructions on creating your parsing template, highlighting the data that needs to be extracted.
Step 2: Forward your sales order to your Parseur mailbox
Send the first email with the sales order confirmation that you received to the email address that Parseur provided you with.
The email will arrive within less than 10 seconds!
Step 3: Create your first template to send extracted data to Twilio
You can now teach Parseur which specific data you require and it will be extracted. There will also be an online tutorial within your mailbox to help you.
Highlight the text that you want to extract and create data fields for them accordingly.
Your parsed results will look like this:
All incoming emails that Parseur will receive within this mailbox will be processed automatically. You should also setup an auto-forwarding rule from your personal mailbox to Parseur in order to fully automate the process.
Step 4: Export parsed data to Twilio
Look for Twilio and click on create Zap; this will open your Zapier dashboard
Step 5: Connect Zapier with Parseur
Step 6: Zapier will retrieve the parsed data
Zapier will launch a trigger and retrieve the parsed data
Step 7: Connect Zapier with Twilio
Choose Twilio as the application and ‘send SMS’ as the action event.
You will be also asked to sign in to your Twilio account
Step 8: Customize your SMS from parsed data
You can now use the parsed data from Parseur to customize your message.
Step 9: Test your Twilio integration
You can send a test SMS to Twilio before turning the Zap on. Once you are satisfied, turn the Zap on and your integration will be complete.
And, that’s it! This whole manual process has been completely automated with an email parsing software. Having a parser software at hand can save you a tremendous amount of time and your customers will receive their order confirmations via SMS quicker.
What is Parseur?
Parseur is a powerful document processing software to extract text from emails, PDFs and documents and automate your workflow. All Parseur features.
What is Twilio?
Twilio is a cloud-based platform that allows developers to easily add capabilities like voice, messaging, and video to their applications. It enhances the communications between the user and its customers for a better client relationship. More about Twilio.
What is Zapier?
Zapier is a cloud automation tool that connects apps together. You can connect two or more apps to automate repetitive tasks without coding or relying on developers to build the integration.