> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cradl.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Zapier

> Production-ready document data extraction for Zapier.

export const Row = ({children}) => {
  return <div className="flex gap-2 ">
    {children}
  </div>;
};

export const Image = ({style, ...rest}) => {
  let sizeStyle = {
    width: '75%'
  };
  return <Frame><img {...rest} style={{
    ...style,
    ...sizeStyle
  }} /></Frame>;
};

## Before you begin

* Ensure that you have an active [Zapier](https://www.zapier.com) account
* Prepare a test document to upload when you run your Zap.

## Setting up your Zap

Follow these steps to set up your Zapier workflow with Cradl AI.

<Steps>
  <Step title="Add a Zapier trigger and export">
    In Cradl AI, open your agent and add a new trigger and export. Choose **Zapier** from the list of integrations. Copy the **Client ID** and **Client Secret** from the Zapier integration panel.

    <Image src="/images/zapier-config-panel.png" alt="Copy Client ID and Client Secret from the Cradl AI integration panel" />
  </Step>

  <Step title="Add the Extract Data From Document action to your Zap">
    Add a new action step in your Zap and select **Cradl AI** as the app. For **Action Event**, choose **Extract Data From Document**.

    <Columns cols={2}>
      <Image src="/images/zapier-select-cradl.png" alt="Add a new action step in Zapier" size="small" />

      <Image src="/images/zapier-setup-step.png" alt="Add a new action step in Zapier" size="small" />
    </Columns>

    Under **Account**, click **Connect a new account** and paste the **Client ID** and **Client Secret** you copied in Step 1, then click **Continue**.
  </Step>

  <Step title="Configure the action">
    Choose the Cradl AI **Agent** that should process the file. For **Document** (or **File**), select the file from your trigger step.
    For **Action**, choose the Zapier export you added to your Cradl AI agent.
    Optionally, set **Filename** to pass the original file name to your agent.

    <Image src="/images/zapier-config.png" alt="Configure the Cradl AI action in Zapier" />

    <Tip>**Pro tip**: If you need to pass additional values to your agent, add them as *Variables*. They will be visible to other actions in your agent.</Tip>
  </Step>

  <Step title="Test and publish">
    Run a test for the action and confirm a successful response and parsed output. Then **Publish** your Zap.
  </Step>
</Steps>

Your Zap now sends documents from Zapier to your Cradl AI agent.

## Troubleshooting

* If Zapier reports `401 Unauthorized` or `403 Forbidden`, reconnect the **Cradl AI** account in Zapier using fresh credentials.
* If no output appears, make sure the file type is supported and not encrypted. Try again with a small sample document.
* If downstream steps can’t see fields, re-test the Cradl AI action in Zapier to refresh available output fields.