1.Detect new folder uploads
Integrate Files.com and SFTP or shared folders to watch uploads and map file content to a structured payload.
Upload and parse incoming vendor PDFs for data capture
Automatically monitor new vendor PDF files across Files.com. Route parsed fields when filenames or metadata qualify records or need default parsingβso you can validate inputs, populate mapping tables, and deliver structured JSON without manual review.
How this automation accelerates vendor data capture
When new vendor PDFs are created in a monitored folder, delays can slow validation and downstream work. This automation routes qualifying files and parses documents and delivers structured JSONβso your team can capture data without manual review.
Files.comor swap with your favorite app
2.Choose the right parsing path
Integrate Paths by Zapier and filename pattern rules to evaluate metadata and route qualifying records to the right parser.
Paths by Zapieror swap with your favorite app
3.Upload and parse vendor PDFs
Integrate Docparser and document parsing tools to extract fields from PDFs and deliver parsed JSON to your mappings.
Docparseror swap with your favorite app
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Explore all document processing automations
Accelerate document workflows with automated file capture, data extraction, and record routing
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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