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Choose a Trigger

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Delete Client" from Billed.

Add your action

An action happens after the trigger—such as "Add Barcode to PDF" in PDF.co.

You’re connected!

Zapier seamlessly connects Billed and PDF.co, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Delete Client
Triggers when a client is deleted.
Trigger
Instant
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Delete Expense
Triggers when an expense is deleted.
Trigger
Instant
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Delete Item
Triggers when an item is deleted.
Trigger
Instant
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Delete Project
Triggers when a project is deleted.
Trigger
Instant
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Delete Timelog
Triggers when a timelog is deleted.
Trigger
Instant
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Edit Estimate
Triggers when an estimate is edited.
Trigger
Instant
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Edit Invoice
Triggers when an invoice is edited.
Trigger
Instant
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Edit Payment
Triggers when a payment is updated.
Trigger
Instant
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Edit Task
Triggers when a task is edited.
Trigger
Instant
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New Client
Triggers when a new client is created.
Trigger
Instant
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New Expense
Triggers when an expense is created.
Trigger
Instant
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New Invoice
Triggers when an invoice is created.
Trigger
Instant
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New Payment
Triggers when a payment is created.
Trigger
Instant
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New Task
Triggers when a task is created.
Trigger
Instant
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- Client ID
  Required
Action
Write
- Expense ID
  Required
Action
Write
- Item Id
  Required
Action
Write
- Project ID
  Required
Action
Write
- Timelog ID
  Required
Action
Write
- Template ID
  Required
- Discount ID
  Required
- Discount Amount
  Required
- Tax Type
  Required
- Tax Amount
  Required
- Tax Label
  Required
- Tax Prices Included
  Required
- Client
  Required
- Total Estimate Amount
  Required
- Item Purchase Price
  Required
- Item Selling Price
  Required
- Item Quantity
  Required
- Item Title
  Required
- Item Totals
  Required
- Item Discount Id
  Required
- Item Discount Amount
  Required
- Item Tax Id
  Required
- Item Tax Amount
  Required
Action
Write
- Template ID
  Required
- Discount Type
  Required
- Discount Amount
  Required
- Tax Type
  Required
- Tax Amount
  Required
- Tax Label
  Required
- Tax Prices Included
  Required
- Client
  Required
- Item Purchase Price
  Required
- Item Selling Price
  Required
- Item Quantity
  Required
- Item Title
  Required
- Item Totals
  Required
- Item Discount Id
  Required
- Item Discount Amount
  Required
- Item Tax Id
  Required
- Item Tax Amount
  Required
- Total Invoice Discount
- Total Invoice Tax
- Total Invoice Amount
  Required
Action
Write
- Payment Amount
  Required
- Invoice
  Required
- Payment Method
  Required
- Note
Action
Write
- Task Title
  Required
- Project
  Required
- Task Priority
- Estimate Budget
- Estimate TIme
- Task notes
- Mark Completed
Action
Write
- Timelog ID
  Required
- End Timestamp
  Required
Action
Write
- Estimate ID
  Required
- Template ID
- Discount Type
- Discount Amount
- Tax Type
- Tax Amount
- Tax Label
- Tax Prices Included
- Client
- Total Estimate Amount
- Item Purchase Price
- Item Selling Price
- Item Quantity
- Item Title
- Item Totals
- Item Discount Id
- Item Discount Amount
- Item Tax Id
- Item Tax Amount
Action
Write
- Invoice ID
  Required
- Template ID
- Discount Type
- Discount Amount
- Tax Type
- Tax Amount
- Tax Label
- Tax Prices Included
- Client
- Total Invoice Discount
- Total Invoice Tax
- Invoice Total Amount
- Item Purchase Price
- Item Unit Cost
- Item Quantity
- Item Title
- Item Total
- Item Discount ID
- Item Discount Amount
- Item Tax ID
- Item Tax Amount
Action
Write
- ID
  Required
- Payment Amount
- Invoice
- Payment Method
- Note
Action
Write
- Task ID
  Required
- Task Title
- Task Priority
- Estimate Budget
- Estimate Time
- Task notes
- Mark Completed
Action
Write
- Barcode Value
  Required
- Barcode Type
  Required
- Source File URL (optional)
- X Co-ordinate
  Required
- Y Co-ordinate
  Required
- Pages (optional)
- Custom Profiles
- Advance Options
Action
Write
- Source File URL
  Required
- Image URL
  Required
- X Co-ordinate
  Required
- Y Co-ordinate
  Required
- Width
- Height
- Pages
- Advance Options
Action
Write
- Message
- Source File URL
  Required
- Custom Fields
Action
Write
- Source File URL
  Required
- Barcode Type to Read (optional)
- Pages (optional)
- Custom Profiles (optional)
Action
Write
- Output Format
  Required
- Source File URL
  Required
- Page Selection (optional)
- File Name (optional)
- OCR Language for Scanned Documents (optional)
- Extraction Region (optional)
- Enable Line Grouping (optional)
- Unwrap (optional)
- Define Custom Profiles (optional)
Action
Write
- Source File URL
  Required
- Custom Classification Rules (optional)
- CSV Rules URL (optional)
- Enable Case Sensitive Custom Rules (optional)
- Custom Profiles (optional)
Action
Write
- Message
- Sender Email
  Required
- Recipient Email
  Required
- Email Subject
  Required
- SMTP Server
  Required
- SMTP Server Port
  Required
- SMTP Username
  Required
- SMTP Password
  Required
- CC (optional)
- BCC (optional)
- Email Body (Plain Text) (optional)
- Email Body (HTML) (optional)
- Attachment URLs (optional)
- Custom Profiles (optional)
Action
Write
- Input Type
  Required
- Page Orientation (optional)
- Page Size (optional)
- Custom Page Size (optional)
- Custom Margins (optional)
- Render Page Background (optional)
- Media Type (optional)
- Do not wait until full page load (optional)
- File Name (optional)
- Custom Profiles (optional)
Action
Write
- Source File URL
  Required
- Automatically Convert Non-PDF Files (optional)
- File Name (optional)
- Custom Profiles (optional)
Action
Write
- Source File URL
  Required
- File Name (optional)
- Custom Profiles (optional)
Action
Write
- Source File URL
  Required
- Custom Profiles (optional)
Action
Write
- Source File URL
  Required
- Text to Search and Remove
  Required
- Enable Regular Expressions (optional)
- Case-Sensitive Search (optional)
- Pages (optional)
- Custom Profiles (optional)
Action
Write
- Source File URL
  Required
- Text to Locate
  Required
- Replacement Image URL
  Required
- Pages (optional)
- Enable Regular Expressions (optional)
- Case-Sensitive Search (optional)
- Custom Profiles (optional)
Action
Write
- Source File URL
  Required
- Page Numbers/Ranges
  Required
- File Name (optional)
- Custom Profiles (optional)
Action
Write
- Source File URL
  Required
- Text Search String
  Required
- Enable Case-Sensitive Search (optional)
- Enable Regular Expression Search (optional)
- Exclude Pages with Identified Text (optional)
- OCR Language (optional)
- File Name (optional)
- Custom Profiles (optional)
Action
Write

Delete Estimate
Triggers when an estimate is deleted.
Trigger
Instant
Try It
Delete Invoice
Triggers when an invoice is deleted.
Trigger
Instant
Try It
Delete Payment
Triggers when a payment is deleted.
Trigger
Instant
Try It
Delete Task
Triggers when a task is deleted.
Trigger
Instant
Try It
Edit Client
Triggers when a client is edited.
Trigger
Instant
Try It
Edit Expense
Triggers when an expense is edited.
Trigger
Instant
Try It
Edit Item
Triggers when an item is updated.
Trigger
Instant
Try It
Edit Project
Triggers when a project is edited.
Trigger
Instant
Try It
Edit Timelog
Triggers when a timelog is edited.
Trigger
Instant
Try It
New Estimate
Triggers when an estimate is created.
Trigger
Instant
Try It
New Expense Category
Triggers when a expense category is created.
Trigger
Instant
Try It
New Item
Triggers when a new item is created.
Trigger
Instant
Try It
New Project
Triggers when a project is created.
Trigger
Instant
Try It
New Timelog
Triggers when a timelog is created.
Trigger
Instant
Try It
- Estimate ID
  Required
Action
Write
- Invoice ID
  Required
Action
Write
- Payment ID
  Required
Action
Write
- Task ID
  Required
Action
Write
- Client Name
  Required
- Phone
- Mobile
- Fax Address
- Email Address
- Address Line
- Address Line
Action
Write
- Merchant Details
  Required
- Image Attachment
- Billable to client
- Total Expense
  Required
- Category
  Required
- Client
- Description
- Expense Timestamp
  Required
- Grand Totals
  Required
- Add Markup
Action
Write
- Item Title
  Required
- Description
- Selling Price
  Required
- Purchase Price
  Required
Action
Write
- Project Title
  Required
- Hourly Rate
  Required
- Is Billable
- Project Client
- Project Notes
- Project Progress Estimate
  Required
- Is Task Based Estimate
  Required
- Estimate Amount
Action
Write
- Billable
- Description
- Project
  Required
- Task
  Required
- Start Timestamp
  Required
Action
Write
- ID
  Required
- Client Name
- Phone
- Mobile
- Fax Address
- Email Address
- Address Line
- Address Line
Action
Write
- ID
  Required
- Merchant Details
- Image Attachment
- Billable to client
- Total Expense
- Category
- Client
- Description
- Expense Timestamp
- Grand Total
- Add Markup
Action
Write
- Item Title
- Description
- Selling Price
- Purchase Price
- Item ID
  Required
Action
Write
- Project ID
  Required
- Project Title
- Hourly Rate
- Is Billable
- Project Client
- Project Notes
- Project Progress Estimate
- Is Task Based Estimate
- Estimate Amount
Action
Write
- Timelog ID
  Required
- Billable
- Description
- Start Timestamp
- End Timestamp
Action
Write
- Source File URL
  Required
- Id
  Required
- X Co-ordinate
  Required
- Y Co-ordinate
  Required
- Type
  Required
- Initial Value
- Size
- Pages
Action
Write
- Source File URL
  Required
- Text to add
  Required
- X Co-ordinate
  Required
- Y Co-ordinate
  Required
- Advance Options
Action
Write
- Barcode Value
  Required
- Barcode Type
- Generate Inline URL (optional)
- Advance Options
Action
Write
- Input Format
  Required
- Source File URL
  Required
- File Name (optional)
- Custom Profiles (optional)
Action
Write
- PDF.co API Endpoint
  Required
- URL Input Parameter Override (optional)
- Input JSON (optional)
- Execute Job Check Immediately
Action
Write
- Source File URL
  Required
- Template Id (optional)
- Custom Profiles (optional)
Action
Write
- Source File URL
  Required
- Extract Fillable Fields (optional)
- Custom Profiles (optional)
Action
Write
- Source File URL
  Required
- OCR Language (optional)
- File Name (optional)
- Custom Profiles (optional)
Action
Write
- Source File URL
  Required
- Operation Type
  Required
- OCR Language for auto-rotate (optional)
- Page Numbers (optional)
- Custom Profiles (optional)
Action
Write
- Source File URL (optional)
- Text Annotations (fill at least one)
- Image Embeds (fill at least one)
- Fillable Form Fields (fill at least one)
- File Name (optional)
- Allow Empty Text and Image Objects (optional)
- Auto-trim Input Values (optional)
- Template Data (optional)
- Custom Profiles (optional)
Action
Write
- Source File URL
  Required
- Operation Mode (optional)
- Owner Password (fill at least one for Remove Security)
- User Password (fill at least one for Remove Security)
- Encryption Algorithm (optional)
- Allow Printing (optional)
- Define Printing Quality (optional)
- Enable Document Assembly (optional)
- Enable Content Copying (optional)
- Enable Content Copying for Accessibility (optional)
- Enable Document Modification (optional)
- Enable Form Field Filling (optional)
- Enable Commenting (optional)
- File Name (optional)
- Custom Profiles (optional)
Action
Write
- Source File URL
  Required
- Text to Locate
  Required
- Replacement Text
  Required
- Target Pages
- Enable Regular Expressions (optional)
- Case-Sensitive Search (optional)
- Replacement Limit (optional)
- Custom Profiles (optional)
Action
Write
- Source File URL
  Required
- Search Query
  Required
- Enable Regular Expressions (optional)
- Page Range (optional)
- Custom Profiles (optional)
Action
Write
- Source File URL
  Required
- Barcode Search String
  Required
- Exclude Pages with Identified Barcodes (optional)
- File Name (optional)
- Custom Profiles (optional)
Action
Write

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Connect Billed and PDF.co to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate PDF.co on the Zapier blog

Make work flow with AI

Level up your Billed to PDF.co integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Billed

Online Invoicing Made Easy. With our clean, simple design, creating an invoice couldn’t be easier. Choose from our ready-made templates or start with a blank canvas to create something unique.

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Related categories

Accounting

About PDF.co

PDF.co is a set of tools for PDF file and data extraction. Get CSV out of pdf, spreadshets, barcodes, invoices. Also can split pdf, merge pdf, convert pdf.

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