Struggling to Extract and Map Invoice Data in Zapier? 3 Steps with PDF4me AI!
You use PDF4me in Zapier to extract data from PDF invoices—but mapping every field from the PDF into your next step can feel unclear. Which action should you use? How do you get vendor name, invoice number, amounts, and dates out of the PDF and into a usable format?
This guide shows a simple, repeatable flow: When a new invoice PDF lands in a Dropbox folder, PDF4me AI - Invoice Parser extracts structured fields (invoice number, vendor name, vendor address, store number, delivery date, subtotal, total, and more). You then upload a text file to the same folder with the extracted data as the file content and the invoice number as the filename. So you get both the original PDF and a small .txt file (e.g. Pdf4me-202503-25041.txt) containing the parsed data—ready for downstream Zaps, spreadsheets, or ERP.
Every step, field name, folder path, and mapping below is fact-checked from the Zapier and Dropbox screenshots. Use it as your step-by-step setup.