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Prerequisites

Before you begin, make sure you have:
  • An active Zapier account.
  • A Cradl AI account with an Agent configured to export to Zapier.
  • At least one document ready for export to test your integration.

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Step 1: Connect to Zapier

  1. In the Workflow section in Cradl AI, open the Export to Zapier action panel.
  2. Click Connect. This opens Zapier and pre-configures a new Zap with Cradl AI as the trigger.
  3. In the Select an account field, connect your Cradl AI account.
    • Enter your Client ID and Client Secret (available in the Cradl AI Integration panel).
  4. Zapier will auto-fill the Agent and Action values in the configuration step.
  5. Go to the Test tab and click Test your trigger.
    1. Zapier will fetch recent document runs from your Cradl account.
    2. Select one and click Continue with selected record.
  6. You will now be prompted to set up the next step in your Zap.

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Step 2: Add a new step in Zapier

Now that Zapier has access to your parsed data, you can map fields into another app. For example, to export invoices into Google Sheets:
  • App: Google Sheets
  • Action: Create Spreadsheet Row (or Create Multiple Spreadsheet Rows)
  • Mapping: Map fields like Invoice Number, Date, and Total Amount into pre-existing columns.

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Step 3: Test and publish your Zap

  1. Run a test from Step 2 and confirm that parsed data appears correctly in your chosen destination app.
  2. Click Publish Zap.
From now on, every time Cradl AI processes a document, Zapier will automatically send the structured data to your connected app.

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Example workflow

  • You upload a PDF invoice to Cradl AI.
  • Cradl extracts the Invoice Number, Vendor, Total Amount, and Due Date.
  • Zapier receives the parsed data.
  • The Zap automatically adds a new row to Google Sheets with those fields, and posts a message in Slack notifying your team.

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Troubleshooting

  • No data appearing in Zapier? Ensure your Cradl AI Agent has finished processing the document before the trigger runs.
  • Fields missing? Re-test the trigger in Zapier with a fresh document to refresh available fields.