Ingest of PDF Form Attached to Office 365 Email?


#1

All, I’ve gotten pretty savvy with Zapier, but CANNOT FOR THE LIFE OF ME figure out how to do the following:

  1. Point Zapier at an Office 365 inbox.
  2. Grab any PDFs (ideally matching criteria X) attached to incoming email (ideally matching criteria Y)
  3. Parse said PDF, creating a CSV (or whatever), in which each form field value from the PDF is captured.
  4. Populate a new Airtable record in Base Z, Table AA, using the form field values captured above.

I’ve looked at mailparser.io, cloudconvert, taskpipes… No dice.

Any/all help would be hugely appreciated!

Thanx,

A.


#2

HI there Andrew or anyone,
I am not Zapier savvy but attempting to be. I have activated our API and connected to Zapier but I cannot see Office 365. We chose Airtable because it integrates with Office 365. Any assistance would be gratefully received.
Jules


#3

Have you added both Airtable and Office 365 as “apps” top Zapier? If so, you should be able to access O365’s features; outlined here: https://zapier.com/apps/office-365/integrations

Hope that helps! Unfortunately, I don’t have any true first-hand advice for you. We ended opting to use G Suite for our integrated email needs.


#4

Hi Andrew,

Appreciate the response. I have connected Airtable as an app to Zapier, not Office 365. Halfway there.

Jules

027 739 1832