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Lido Integrations

AI Document Extraction

Put Lido to work with AI and enterprise-grade automation

Automate smarter with Lido and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

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Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • File
      Required
    • File Name
    • Columns to Extract
      Required
    • Extract Multiple Rows
    • Page Range
    • Special Instructions
    Action
    Write
    • Job ID
      Required
    • Columns
      Required
    Action
    Search

For builders

Let your AI safely access Lido

Go beyond Zap workflows. Install Zapier in your AI to call Lido actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.

No code

Call actions in natural language with Zapier MCP

Act in Lido from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.

Example actions on this page

  • Extract Data From File
  • Find Extraction Result

Works with

Claude · ChatGPT · Cursor · Any MCP-compatible AI

Install Zapier MCP
Code

Work in code with the Zapier SDK

Expose Lido actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().

Install

npm install @zapier/zapier-sdk
npm install -D @zapier/zapier-sdk-cli
zapier-sdk login
# create a Lido connection @ https://zapier.com/de/app/assets/connections

Run an action

// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";

const zapier = createZapierSdk();

const { data: connection } = await zapier.findFirstConnection({ app: "lido", owner: "me" });

await zapier.runAction({
  app: 'lido',
  action: 'extractFile',
  connection: connection.id,
  input: {
    {inputKeyValuePairs}
  },
});
Open the SDK docs

Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.

Lido Help & Support

Common questions

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About Lido
Lido is a data extraction application that uses AI to read documents, such as PDFs and invoices, and convert them into structured data tables.
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