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Zapier is a web-based automation tool that connects applications and simplifies workflows. It enables users to automate repetitive tasks, by "zapping" information between different online services without needing to manually perform the actions.

Through a concept known as "Zaps," the software allows seamless data integration across multiple platforms such as Gmail, Slack, QuickBooks, Dropbox, and many more. A "Zap" is essentially an instruction that triggers a specific action in one application when an event occurs in another.

In a digital environment where efficiency and productivity are highly valued, Zapier is an indispensable tool, empowering individuals and businesses alike to streamline their processes and optimize their time.

OCR-based Document Workflow Ideas using Zapier

OCR and Document Data Extraction are fundamental technologies that convert different types of data into editable and searchable information. This technology can prove highly useful in a tool like Zapier.

Consider the following scenario: a company receives invoices from vendors via email, which they manually process. This is time-consuming and prone to errors. With Nanonets, the invoices received could be automatically read and the relevant data extracted and sent to an accounting software, like QuickBooks. This could be automated using Zapier, saving valuable time and minimizing errors.

Here are some practical real-life examples of OCR-based document workflows in Zapier made using Nanonets.

Invoice Processing: Use Nanonets OCR to read incoming invoices in PDF or image format and extract important details such as vendor name, invoice date, total amount, etc. Then, via Zapier, send this information to your accounting software like QuickBooks, thus automating the entire invoice processing workflow.

Digital Onboarding: Scan new hire documents like identification, licenses, etc., using Nanonets OCR. Extract necessary details and, using Zapier, send this information to your HR management system like BambooHR, making the onboarding process efficient and paperless.

Automate resume data extraction with Zapier and Nanonets

Real Estate Contract Review: Use Nanonets to scan and extract critical information from lease/rent agreements or purchase contracts, such as parties involved, contract duration, payment terms, etc. Then, using Zapier, move this data into your CRM like Salesforce or a project management tool like Asana, ensuring that critical terms are tracked and adhered to.


Looking for document data extraction and OCR in Zapier? Look no further! Try Nanonets today.


Medical Document Processing: Scan patient medical records, extract relevant data such as patient name, diagnosis, medications, etc., using Nanonets. Then, integrate with your Electronic Health Record (EHR) system like Epic, Cerner, or a cloud storage like Google Drive, Dropbox via Zapier, making patient record management more efficient.

Automate healthcare data extraction with Zapier and Nanonets

Expense Management: Scan receipts using Nanonets to extract details like date, amount, tax, vendor, etc., then using Zapier, push this information into an expense management system like Expensify or Concur. This streamlines expense tracking and reimbursement for businesses.

Insurance Claims Processing: Scan and extract data from claim documents using Nanonets. Then, using Zapier, feed this information into your claim management system or CRM like HubSpot, speeding up claim processing and reducing errors.

Use Zapier and Nanonets to automate claim data capture and processing

Educational Certificate Verification: Scan student certificates or transcripts using Nanonets OCR to extract student details, scores, etc. Using Zapier, this data can be moved into your Student Information System (SIS) like PowerSchool or into a database like Airtable for easy access and verification.

Order Fulfillment: Scan and extract details from purchase orders with Nanonets. Then, through Zapier, feed this data into your inventory management system like Zoho Inventory or an eCommerce platform like Shopify, making order processing faster and reducing human errors.


Looking for document data extraction and OCR in Zapier? Look no further! Try Nanonets today.


How to set up Nanonets OCR with Zapier

You can use Nanonets app in Zapier as a trigger or an action in the zap workflow. Let us take a look at how we can set this up.

  • When used as a trigger, the workflow you create will run whenever data is extracted from a new file in Nanonets. Nanonets will extract the data and return it as output of the trigger block.
  • When used as an action, the workflow you create will run based on your trigger (which will be a different app based on your use case), and the Nanonets action block can be used to send files from a different app to Nanonets for data extraction. Nanonets will extract the data and return it as output of the action block.

Nanonets OCR as a Trigger

Sign up to Nanonets to automate document data extraction
  • Choose a pretrained model based on your document type / create your own document extractor within minutes.
Choose a pre-trained model based on your document type, and create your document extractor within minutes.
Go to https://app.nanonets.com/#/keys to obtain your API key. Copy it to your clipboard.
Start a new zap.
  • Add Nanonets OCR as the trigger app, and choose the trigger event you want to use.
Add Nanonets OCR as the trigger app, and choose the trigger event you want to use.
  • Authenticate Nanonets OCR in Zapier using your API key.
Authenticate Nanonets OCR in Zapier using your API key.
  • Choose the Nanonets data extraction model you want to use. This would be the model you created in step 2.
Choose the Nanonets data extraction model you want to use. This would be the model you created in step 2.
  • Test the Nanonets integration block. This will return the extracted data from the latest file in your Nanonets model.
Test the Nanonets integration block. This will return the extracted data from the latest file in your Nanonets model.
  • Now that Nanonets OCR is set up on Zapier, you can set up the rest of your workflow based on your specific use case and requirements. You can use the extracted data from Nanonets present as output of the trigger block in your workflow.

Nanonets OCR as an Action

When used as an action, the workflow you create will run based on your trigger (which will be a different app based on your use case), and the Nanonets action block can be used to send files from a different app to Nanonets for data extraction. Nanonets will extract the data and return it as output of the action block.

A glimpse into how Nanonets extracts information from PDFs

To use Nanonets OCR as an action, you can follow the same instructions as above except adding Nanonets OCR as the trigger while creating the zap. Instead you can select a different trigger (from a different app based on your use case), and add Nanonets OCR as an intermediary action in the Zap workflow.

Automate processed data flow to any tool.

Nanonets' Zapier Integration for Automated Document Workflows

In the era of digitization, Nanonets' integration with Zapier presents a robust solution for automating document workflows.

What sets Nanonets apart is its powerful OCR engine that not only reads printed text from digital images or scanned documents but also intelligently understands the context. It can extract data from complex documents such as invoices, contracts, ID proofs, receipts, and medical records with high accuracy. This greatly reduces manual effort and the risk of errors, enhancing efficiency and productivity in data extraction and interpretation.

On the other hand, Zapier, a leading automation tool, can connect Nanonets with over 3000+ applications. This allows data extracted by Nanonets to be seamlessly fed into a multitude of different systems like CRM platforms, accounting software, HR systems, cloud storages, and more. Whether it's populating Salesforce with contract data, feeding invoice details into QuickBooks, or pushing patient information into an Electronic Health Record system, it can all be automated.

Ensure seamless data flow by connecting Zapier and Nanonets

The combination of Nanonets and Zapier also provides remarkable flexibility. The workflows can be customized to fit any business process. If you have a unique document processing workflow, it can likely be automated with this duo. Moreover, setting up these workflows doesn't require a strong technical background or extensive coding knowledge. This democratizes the power of automation, allowing businesses of all sizes and sectors to benefit, and use intelligent document processing workflows to increase productivity within teams.


Looking for document data extraction and OCR in Zapier? Look no further! Try Nanonets today.