IT and Development
Parsio
11 min
parsio is a data extraction tool that automatically parses emails and documents to structured data integrating parsio with make com lets users automate extracting data from emails and attachments directly into their workflows, such as crms or spreadsheets this is ai generated content based on official parsio documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //help parsio io/ directly requirements to use the parsio app in make, you must have an active account and an api key, https //parsio io for subscription, refer to the https //parsio io connect parsio and {{product name}} to get started, you must first create a connection between parsio and {{product name}} , allowing the two services to communicate obtain your basic in your parsio account create the connection in make obtain your basic in your parsio account before you create the connection in {{product name}} , you should first obtain your basic in your parsio account to obtain your basic copy the email address you use to log into your parsio account if you do not have a password and use google sign in, log out of your parsio account navigate to the password reset page enter your parsio email address to receive a password reset link click the link in your email and create a new password copy the password you created for your parsio account you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //help parsio io/data extraction/faq troubleshooting create the connection in {{product name}} https //www make com/en/register , add the parsio module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your parsio account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page parsio modules after connecting to the parsio app, you can choose from a list of available modules to build your {{scenario plural lowercase}} make an api call send a custom request to parsio's public api to perform a specific action or retrieve data upload a document for parsing uploads a document to your inbox and automatically extracts structured data from it watch attachments triggers when an incoming email contains a new file attachment watch document parsed triggers when a document has been successfully analyzed and its data extracted watch document parsed (flattened) triggers when a document has been successfully parsed, extracting and flattening any table fields into individual columns watch table parsed triggers when a specific table is extracted from an email, returning only the parsed rows from that table and excluding other email fields templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} parsio resources you can have access to more resources related to this app on the following links https //community make com/search?q=parsio https //parsio io https //help parsio io/public api/parsio public api https //www make com/en/integrations/parsio