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Parsio - Create PDF, Word, Excel Documents
Parsio connects with Documentero to turn unstructured files into ready-to-use documents. Data extracted from PDFs, emails, or attachments in Parsio can be sent directly into Documentero templates to generate formatted reports, contracts, or spreadsheets. This integration helps teams move from raw input to final .docx, .pdf, or .xlsx files without manual copy-paste work.
Parsio
Documentero
Triggers
Watch Attachments — Triggers when a new email attachment is received.
Watch Document Parsed (Flattened) — Triggers when a document is parsed. Table fields are flattened (passed as columns).
Watch Document Parsed — Triggers when a document is parsed.
Watch Table Parsed — Triggers when a particular table is parsed. Provides parsed table rows without other mailbox fields.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Parsio using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Parsio using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF reports from parsed email attachments
Create .docx contracts from extracted client data
Export parsed invoice fields into .xlsx templates
Build shipping documents directly from order confirmation emails
Generate payroll sheets from parsed HR forms
Produce audit-ready reports from financial document parsing
Create personalized letters from extracted customer details
Export parsed survey responses into formatted spreadsheets
Generate compliance documents from uploaded regulatory files
Create meeting summaries from parsed email content
How you can use Parsio + Documentero
Invoice Processing
Extract invoice details from emails with Parsio and generate a standardized PDF invoice using Documentero.
Contract Creation
Pull client information from uploaded PDFs and automatically create a contract document in Documentero.
Expense Reports
Parse receipts or financial documents with Parsio and fill a Documentero spreadsheet template with the data.
Order Confirmations
Capture order details from email attachments and generate confirmation letters in Documentero.
HR Onboarding
Extract employee details from submitted forms and produce onboarding documents using Documentero templates.
Setup Guides
Zapier Tutorial: Integrate Parsio with Documentero
- Create a new Zap in Zapier.
- Add Parsio to the zap and choose one of the triggers (Watch Attachments, Watch Document Parsed (Flattened), Watch Document Parsed). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Zapier: Add Documentero as the next step and connect it using your API key.
- In your zap, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Parsio trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Parsio with Documentero
- Create a new scenario in Make.
- Add Parsio to the scenario and choose one of the triggers (Watch Attachments, Watch Document Parsed (Flattened), Watch Document Parsed). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Make: Add Documentero as the next step and connect it using your API key.
- In your scenario, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Parsio trigger.
- Run or schedule your scenario and verify the output.
