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Introduction

This guide walks you through exporting data from a Cradl AI agent to Zapier. From there, you can route the extracted data to thousands of apps supported by Zapier.

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Before you begin

Make sure you have:
  • A Zapier account
  • A sample document to test the export

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Setting up your Zap

The steps below enable the export in Cradl AI, create a Zap with Cradl AI as the trigger, connect your account, and complete the configuration.
1

Add a Zapier export

In Cradl AI, open your agent and add a new export. Select Zapier from the list of integrations, then copy the Client ID and Client Secret from the Zapier integration panel.Copy Client ID and Client Secret from the Cradl AI integration panel
2

Connect your Cradl AI account in Zapier

Click Connect. This opens Zapier and pre-configures a new Zap with Cradl AI as the trigger. Click Select an account, then paste the Client ID and Client Secret you copied in Step 1. Click Continue, choose the Cradl AI Agent and Action you want to receive results from, then click Continue.
Setting up a Cradl AI trigger in ZapierSetting up a Cradl AI trigger in Zapier
3

Test the Cradl AI trigger

If you haven’t done so already, upload and validate a document in your Cradl AI agent to ensure data is available. In Zapier, click Test your trigger. Zapier will fetch recent document runs from your Cradl AI account. Select one and continue.
4

Add an action step

Choose the destination app you want to export data to. In this example, we’ll use Google Sheets. Map the extracted fields, such as Total Amount and Supplier Name, to the target fields.
5

Publish the Zap

When you’re ready, click Publish to activate your Zap. Back in Cradl AI, refresh the page; you should see that the Zapier export is configured successfully.
Your Zap must be published for documents to be processed by your Zap, even during testing and experimentation.
Your Zap now receives extracted data from your Cradl AI agent whenever the export action runs.

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Troubleshooting

  • No data appearing in Zapier. Ensure your Cradl AI agent has finished processing the document before the Zap’s trigger runs.
  • Missing fields. Retest the Cradl AI trigger in Zapier with a fresh document to refresh available fields.
  • Connection issues. Reconnect your Cradl AI account in Zapier using the current Client ID/Client Secret from the Workflow → Import from Zapier panel.
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