How to Post Parsed PDF Data from Docparser to Slack Channel Using Pabbly Connect

Learn how to automate posting parsed PDF data from Docparser to Slack Channel using Pabbly Connect with this step-by-step tutorial. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect to Set Up Your Automation

To start posting parsed PDF data from Docparser to your Slack channel, first, you need to access Pabbly Connect. Open your browser and navigate to the Pabbly Connect website. Sign up for a free account or log in if you already have one.

Once logged in, you will arrive at the Pabbly Connect dashboard. Here, click on the ‘Create Workflow’ button to initiate your automation setup. You can name your workflow, for example, ‘Docparser to Slack’, and click on the ‘Create’ button to proceed.

2. Set Up Trigger in Pabbly Connect Using Docparser

In this step, you will configure the trigger for your workflow which will be Docparser. In the trigger window, select Pabbly Connect as your app and choose Docparser from the dropdown menu. Then, set the trigger event to ‘Parsed Documents’.

After selecting the trigger event, Pabbly Connect will generate a webhook URL. Copy this URL as it will be used to connect Docparser with Pabbly Connect. The next step is to set up this connection in your Docparser account.

3. Connect Docparser to Pabbly Connect

Now, navigate to your Docparser account and locate the document parser you want to use. Click on ‘Integrations’ and then select ‘Simple Webhook’. Here, paste the webhook URL you copied from Pabbly Connect.

Next, give your connection a name, set the payload format to JSON, and click on ‘Save and Test’. This action will connect Docparser with Pabbly Connect, allowing you to send parsed data whenever a document is uploaded.

• Go to the Integrations section in Docparser.
• Select Simple Webhook and paste the Pabbly Connect webhook URL.
• Save the integration and test it.

After saving, you will need to upload a PDF document to Docparser to ensure that the integration is functioning correctly.

4. Upload Document to Docparser and Test Integration

Upload the PDF document that contains the data you want to parse. For example, you can upload an invoice PDF. Once the document is uploaded, click on ‘I am done uploading’. Docparser will begin parsing the document, which may take a few moments.

After parsing, check Pabbly Connect to see if the parsed data has been received. The data will include customer details, invoice amounts, and any other fields you set up in your parsing rules. This step confirms that the connection between Docparser and Pabbly Connect is successfully established.

5. Send Parsed Data to Slack Channel Using Pabbly Connect

In the action window of Pabbly Connect, select Slack as the app to send the parsed data. Choose the action event as ‘Send Channel Message’. Click on ‘Connect’ and authorize Pabbly Connect to access your Slack account. using Pabbly Connect

Once connected, select the channel where you want to post the message. Map the parsed data fields from Docparser to the message format you want to send. For example, include the customer name, email, and invoice details in your message. After setting up the message, click on ‘Save and Send Test Request’ to send a test message to your Slack channel.

• Select Slack as the action app in Pabbly Connect.
• Map the parsed fields to the message format.
• Send a test message to confirm successful integration.

Check your Slack channel to see if the message was successfully posted, confirming that your automation is now fully functional.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the process of posting parsed PDF data from Docparser to a Slack channel. By following these steps, you can ensure that important information from PDF documents is shared efficiently with your team. This automation can save time and improve communication within your organization.