Zapier Document Extraction Automation | DumplingAI

Zapier + DumplingAI

Extract structured data from documents in Zapier Zaps

Trigger DumplingAI’s Document Extraction endpoint to pull entities, totals, and fields from PDFs, contracts, and invoices—perfect for automating back-office workflows.

Setup time
≈12 minutes
Supported formats
PDF, DOCX, images
Output
Structured JSON fields

Why Zapier teams add DumplingAI

Data built for Zapier workflows

Automate intake for invoices, contracts, and forms with no-code logic inside your Zaps.

Use Zapier’s Formatter, Storage, and AI actions to validate, summarise, or route extracted data based on confidence scores.

Push structured results into apps like HubSpot, Google Sheets, Slack, or 6,000+ integrations to update records instantly.

Integration overview

How the Zapier + DumplingAI workflow fits together

Use the Webhooks by Zapier POST action to submit the document to DumplingAI and map the extracted fields into your Zaps.

Integration steps

  1. 1

    Add the Webhooks by Zapier POST action

    Add a Webhooks by Zapier POST action right after your trigger so you can call DumplingAI without leaving the editor.

  2. 2

    Configure the DumplingAI request

    Select POST, switch to raw JSON mode, and add your DumplingAI API key as a custom header. Provide either a file URL or base64 file data, plus optional instructions that highlight key fields you need.

  3. 3

    Route the extracted data

    Map the results into Formatter, Paths, or downstream app steps to continue the Zap. Map labelled fields into finance tools, CRMs, or notification steps right away.

Workflow ideas

Automations powered by Document Extraction data

Mix DumplingAI with Zapier’s native actions to uncover new growth, enablement, and operations workflows.

Invoice processing

Pull totals, due dates, and vendor details from incoming invoices and sync them automatically into apps like HubSpot, Google Sheets, Slack, or 6,000+ integrations.

Compliance document review

Extract key clauses from contracts, summarise with Zapier’s Formatter, Storage, and AI actions, and alert legal teams when approvals are required.

Customer onboarding packs

Parse onboarding documents, capture the important metadata, and create records in your onboarding systems without manual entry.

Technical checklist

Best practices before you deploy

Authentication

Store the DumplingAI API key in the Webhooks header fields—Zapier keeps it encrypted and reusable across copies of the Zap.

Request payload

Provide a reachable document URL or base64-encoded file plus optional field-hint instructions.

Scaling & retries

Zapier automatically retries temporary errors, and you can add Looping plus Delay After Queue for extra resilience. If you process large keyword or URL lists, layer in Delay steps or Transfer tasks to stagger the workload.

Resources

Get everything you need to connect Zapier

Start with DumplingAI’s API docs, then dive into Zapier resources to wire up reliable, secure automations.

DumplingAI Document Extraction endpoint guide

Supported formats, field hinting, and sample JSON outputs.

Open resource →

Create a DumplingAI account

Start with free credits and generate an API key.

Open resource →

Zapier Webhooks action reference

Guide to configuring the Webhooks by Zapier POST action and headers.

Open resource →

FAQ

Answers before you connect Zapier to DumplingAI

How do I store the DumplingAI API key in Zapier?

Store the DumplingAI API key in the Webhooks header fields—Zapier keeps it encrypted and reusable across copies of the Zap.

Can I process multiple documents in one Zap?

If you process large keyword or URL lists, layer in Delay steps or Transfer tasks to stagger the workload. Queue documents with Paths or batching features to control throughput.

Does DumplingAI handle scanned PDFs?

Yes—scanned PDFs are OCR’d automatically before extraction. You can inspect confidence scores in the response to decide whether manual review is needed.

Ready to launch Zapier + DumplingAI workflows?

Create your DumplingAI account, generate an API key, and connect the Document Extraction endpoint to Zapier in minutes. Our team can help you scope automations if you need an extra hand.