ClickFunnels + Gmail + PDF.co Integrations
How to connect ClickFunnels + Gmail + PDF.co
Zapier lets you send info between ClickFunnels and Gmail and PDF.co automatically—no code required. With 5,000+ supported apps, the possibilities are endless.
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Do even more with ClickFunnels + Gmail + PDF.co
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with ClickFunnels, Gmail, and PDF.co. And don’t forget that you can add more apps and actions to create complex workflows.
Funnel
Which Funnel should we watch for new Contacts?
Funnel Step
Which Funnel Step should we watch for new Contacts?
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Funnel
Which Funnel should we watch for new Purchases?
Funnel Step
Which Funnel Step should we watch for new Purchases?
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.TagRequired
Tag string to add to contact profile.
EmailRequired
Email of contact profile to receive tag.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
The email for the contact profile.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TagRequired
Tag to Add to Contact Profile.
EmailRequired
Email Address of Contact Profile that should receive tag.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
API docs for ClickFunnels are located here https://apidocs.clickfunnels.com/
HTTP MethodRequired
URLRequired
Requests can only be made to domains associated by this application.
Query String Parameters
These params will be URL-encoded and appended to the URL when making the request.
Headers
Authentication headers are included automatically
Additional Request Headers
Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
Body
Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example,
{"foo": "bar"}is perfectly valid.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
The email for the contact profile.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Label
Triggers when you add a new label.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planLabel/Mailbox
(Note: If no Label/Mailbox is selected, this Zap will trigger on all e-mails, including Drafts.)
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Starred Email
Triggers when you receive a new email and star it within two days.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planLabel(s) to Add
Message to be LabeledRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Trigger Instructions
Important
If you are using a Gmail trigger for this Zap, we recommend only triggering off of "Inbox" messages to avoid Zap Loops.
For the "New Email Matching Search" Gmail trigger, please add
label:inboxto the end of your "Search String."For the "New Email", "New Labeled Email", and "New Thread" Gmail triggers, please select
INBOXfor the "Label/Mailbox" field.ThreadRequired
If you're not using a Gmail trigger for this Zap, we recommend adding a Search step to find the thread you want.
To
Who will this email be sent to? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.Cc
Who should be cc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.Bcc
Who should be bcc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.From
Select an email address or alias from your Gmail Account. Defaults to the primary email address.
From Name
Customize the from name (but must be sent via the email address you connected).
Body Type
BodyRequired
Signature
Include a default signature with the email? Will be placed at end of the message after a line break and another "--" line. Note: Only signatures set as your Gmail account email/alias "Signature Defaults" > "For New Emails Use" are displayed.
Label/Mailbox
Attachments
A file to be attached. Can be an actual file or a public URL which will be downloaded and attached.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.To
Who will this email be sent to? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.Cc
Who should be cc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.Bcc
Who should be bcc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.From
Select an email address or alias from your Gmail Account. Defaults to the primary email address.
From Name
Reply To
Specify a single reply address other than your own.
SubjectRequired
Body Type
If using the HTML option, you must add any and all formatting (paragraphs, lists, etc) directly using HTML. Learn more.
BodyRequired
Signature
Include a default signature with the email? Will be placed at end of the message after a line break and another "--" line. Note: Only signatures set as your Gmail account email/alias "Signature Defaults" > "For New Emails Use" are displayed.
Label/Mailbox
Attachments
A file to be attached. Can be an actual file or a public URL which will be downloaded and attached.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Trigger Instructions
Important
If you are using a Gmail trigger for this Zap, we recommend only triggering off of "Inbox" messages to avoid Zap Loops.
For the "New Email Matching Search" Gmail trigger, please add
label:inboxto the end of your "Search String."For the "New Email", "New Labeled Email", and "New Thread" Gmail triggers, please select
INBOXfor the "Label/Mailbox" field.ThreadRequired
If you're not using a Gmail trigger for this Zap, we recommend adding a Search step to find the thread you want.
To
Who will this email be sent to? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.Cc
Who should be cc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.Bcc
Who should be bcc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.From
Select an email address or alias from your Gmail Account. Defaults to the primary email address.
From Name
Reply To
Specify a single reply address other than your own.
Body Type
If using the HTML option, you must add any and all formatting (paragraphs, lists, etc) directly using HTML. Learn more.
BodyRequired
Label/Mailbox
Attachments
A file to be attached. Can be an actual file or a public URL which will be downloaded and attached.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search StringRequired
This works the same as the search bar you see in Gmail. For example:
from:amy OR from:david<orsubject:dinner label:my-family. Learn more. Note: Only one email will be returned by the search.To
Who will this email be sent to? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.Cc
Who should be cc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.Bcc
Who should be bcc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.From
Select an email address or alias from your Gmail Account. Defaults to the primary email address.
From Name
Reply To
Specify a single reply address other than your own.
SubjectRequired
Body Type
If using the HTML option, you must add any and all formatting (paragraphs, lists, etc) directly using HTML. Learn more.
BodyRequired
Signature
Include a default signature with the email? Will be placed at end of the message after a line break and another "--" line. Note: Only signatures set as your Gmail account email/alias "Signature Defaults" > "For New Emails Use" are displayed.
Label/Mailbox
Attachments
A file to be attached. Can be an actual file or a public URL which will be downloaded and attached.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInput URLRequired
Enter the URL of the source PDF, PNG, JPG, TIFF, or a
filetoken://..link from PDF.co Files storage. If using Google Drive, Dropbox, etc., ensure the link is publicly accessible.Barcode Type to Read
Choose the type of barcode to read. By default, the system will look for QR Codes.
Pages to Read From
Enter the page numbers (or ranges) from where the barcode should be read. Leave empty to process all pages. The first page is 0! Example: “0,2-5,7-”.
Password
If the PDF document is protected, enter the password here. For unprotected documents, leave this field empty. You can also use user-controlled data encryption with the
Profilesfield.Job Execution ModeRequired
Determines how the PDF.co job is executed. Choose
Async (Up to 35 sec)to execute the job in async mode suitable for jobs that take up to 35 seconds. ChooseAsync For Large Docs (need to run Job Check module separately)for larger jobs that could take up to 5 minutes - remember to run the Job Check module separately for this. Default isAsync (Up to 35 sec).Async Job Check IntervalRequired
(Advanced): Adjust the interval (in seconds) at which the system checks the status of the barcode reading job. Increase for longer jobs, decrease for faster ones. Only applicable if Job Execution Mode is
Async (Up to 35 sec).Custom Profiles
Enter any custom profiles here. Check sample custom profiles.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Output FormatRequired
Select the format you want to convert your PDF to.
Source PDF URLRequired
Enter the URL of the source PDF document or a
filetoken://..link from the PDF.co Files storage. Ensure the link is accessible without a password if using Google Drive, Dropbox, or similar.Page Selection
Specify the pages or ranges you want to process. Enter a comma-separated list (e.g., "0,1-2,5-"). Leave blank to include all pages. Note: Page indexing starts at 0.
PDF Password
Enter the password for the PDF document if it is protected. For unprotected documents, leave this field blank. For user-controlled data encryption, use the
Profilesfield withAESencryption/decryption.Output File Name
Specify the name for your output file.
Inline Output Option
Set to
trueto receive the extracted content directly as abodyvariable. By default, a link to the output file will be returned in theurlvariable.OCR Language for Scanned Documents
Choose the OCR (Optical Character Recognition) language for extracting text from scanned PDF, PNG, JPG documents. The default language is English.
Expiration of Output Links
Set the expiration time (in minutes) for output links. Default is
60minutes. Increase this value if you're using aBusiness Planor higher. Check out the subscription plans.Job Execution ModeRequired
Determines how the PDF.co job is executed. Choose
Async (Up to 35 sec)to execute the job in async mode suitable for jobs that take up to 35 seconds. ChooseAsync For Large Docs (need to run Job Check module separately)for larger jobs that could take up to 5 minutes - remember to run the Job Check module separately for this. Default isAsync (Up to 35 sec).Async Job Check IntervalRequired
(Advanced Setting): Customize the interval for checking the status of async jobs (in seconds). Set a longer interval for large jobs or a shorter one for small jobs. Only applicable if Job Execution Mode is
Async (Up to 35 sec).Define Custom Profiles
Here you can define any custom profiles if necessary. You can configure specific settings for the PDF process. Check sample custom profiles here.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Input Document URLRequired
URL to the input PDF document or a
filetoken://..link for PDF.co File Storage. For G Drive, Dropbox, or similar services, ensure the link is accessible without a password.Password
Password for the PDF document. Leave empty for unprotected documents. You can also use user-controlled data encryption with
AESencryption/decryption via theProfilesfield.Job Execution ModeRequired
Determines how the PDF.co job is executed. Choose
Async (Up to 35 sec)to execute the job in async mode suitable for jobs that take up to 35 seconds. ChooseAsync For Large Docs (need to run Job Check module separately)for larger jobs that could take up to 5 minutes - remember to run the Job Check module separately for this. Default isAsync (Up to 35 sec).Async Job Check IntervalRequired
(Advanced): Adjust the interval (in seconds) to check the status of asynchronous jobs. Increase for longer jobs, decrease for quicker jobs. Only applicable if Job Execution Mode is
Async (Up to 35 sec).Custom Profiles
Set a custom configuration here, if needed. Check sample custom profiles here.
Custom Classification Rules
Optionally define classification rules in CSV format. Each row should follow the format:
classname,logic,keyword1,keyword2. Example:Amazon,AND,Amazon AWS,AWS Invoice. Visit this page for more instructions.CSV Rules URL
Provide a link to a CSV containing custom classification rules. Each row should follow the format:
classname,logic,keyword1,keyword2. Example:Amazon,AND,Amazon AWS,AWS Invoice. Visit this page for more instructions.Enable Case Sensitive Custom Rules
Specify whether the keywords in the rules are case sensitive.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Sender EmailRequired
Enter the sender's email address. For SMTP configuration, refer to this page
Recipient EmailRequired
Enter the recipient's email address. For SMTP configuration, refer to this page
Email SubjectRequired
Enter the email subject. For SMTP configuration, refer to this page
CC
Add CC recipients for the email. For SMTP configuration, refer to this page
BCC
Add BCC recipients for the email. For SMTP configuration, refer to this page
Email Body (Plain Text)
Enter plain text for the email body. For SMTP configuration, refer to this page
Email Body (HTML)
Enter HTML content for the email body. For SMTP configuration, refer to this page
SMTP ServerRequired
Enter SMTP server address. For SMTP configuration, refer to this page
SMTP Server PortRequired
This is the port number of your SMTP server. For information on how to configure SMTP, please check this page
SMTP UsernameRequired
This is your SMTP server username. For information on how to configure SMTP, please check this page
SMTP PasswordRequired
This is your SMTP server password. For information on how to configure SMTP, please check this page
Attachment URLs
Enter a comma-separated list of URLs for any attachments you wish to include. Supported file types are PDFs, documents, spreadsheets, and images.
Job Execution ModeRequired
Determines how the PDF.co job is executed. Choose
Async (Up to 35 sec)to execute the job in async mode suitable for jobs that take up to 35 seconds. ChooseAsync For Large Docs (need to run Job Check module separately)for larger jobs that could take up to 5 minutes - remember to run the Job Check module separately for this. Default isAsync (Up to 35 sec).Async Job Check Interval (Advanced Option)Required
Adjust the interval (in seconds) at which the system checks the status of asynchronous jobs. Increase this for longer jobs, decrease for shorter jobs. Only applicable if Job Execution Mode is
Async (Up to 35 sec).Custom Profiles
If you have any custom profiles, you can set their configurations here. Check sample custom profiles here.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.HTML Template ID
Enter the ID of your HTML template. You can find the ID on the PDF.co HTML templates page. Set to
1to use the built-in HTML template.HTML or URL Input
Enter the HTML content or URL you want to convert. For large HTML files, consider disabling the wait for full load or use a custom API call with a background job-based approach.
Page Orientation
Choose the PDF page orientation.
Page Size
Select the paper size for the PDF. To set a custom paper size, use the
Page Size Overridefield.Custom Page Size
Specify a custom paper size for the PDF in
width heightformat. You can usepx,mm, orinunits. For example:200 300,200px 300px,200mm 300mm,20cm 30cm, or6in 8in.Custom Margins
Override the default margins. Specify the margins in the
top right bottom leftorder. You can set margins for all sides at once using a single value, e.g.,10px,5mm,5in.Print Background
Determines whether the background of the HTML should be printed. Set to
falseif you want to disable printing of the background.MediaType to use
Determines the media type of the conversion. Choose
screenfor on-screen HTML to PDF conversion, orprintfor conversion as if it was for printing. Default isprint.Do not wait until full page load
If set to
true, the system will not wait for a full page load. This is useful when dealing with dynamic pages that have elements like videos or constantly updating data, to speed up the conversion process.HTML Template Data (for HTML templates)
Input data for HTML templates. Accepts JSON or CSV format. For example, for JSON: '{ "total": "500" }', or for CSV: 'column1,column2,column3 value1,value2,value3'.
Name
The base filename for the newly created PDF files. This does not include the directory or path.
Output links expiration
Optional. The duration (in minutes) before the output links expire. The default is
60minutes. This duration can be extended if you're using aBusiness Planor higher. To learn more about our plans, visit our subscriptions page.Job Execution ModeRequired
Determines how the PDF.co job is executed. Choose
Async (Up to 35 sec)to execute the job in async mode suitable for jobs that take up to 35 seconds. ChooseAsync For Large Docs (need to run Job Check module separately)for larger jobs that could take up to 5 minutes - remember to run the Job Check module separately for this. Default isAsync (Up to 35 sec).Async Job Check IntervalRequired
(Advanced Option): This setting allows you to adjust the interval (in seconds) at which the status of the async job is checked. Increase this value for longer jobs, and decrease for faster jobs. Only applicable if Job Execution Mode is
Async (Up to 35 sec).Custom Profiles
Add custom profiles here, if any. You can use these to set a custom configuration, inject JavaScript, adjust HTML, and more. You can also use this to encrypt your output PDF with user-controlled data encryption. For sample custom profiles, visit our API docs.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Source File URLsRequired
Provide a comma-separated list of URLs to the documents or images you wish to merge. To include non-PDF files, enable the
Auto-convertoption. Supports external links,filetoken://..from PDF.co Files storage, and links to Google Drive, Dropbox, etc. Ensure links are publicly accessible. For password-protected PDFs, use the PDF Security module to unlock them first.Automatically Convert Non-PDF Files
Enable this option to auto-convert DOC, DOCX, XLS, JPG, PNG, MSG, EML files to PDF before merging. Note: this uses the
pdf/merge2endpoint for non-PDF files and may consume more credits.Output File Name
The filename for the merged PDF document.
Output links expiration
Optional. Expiration in minutes for output links. Default is
60minutes. You can increase it if you use useBusiness Planand higher, check plans here.Job Execution ModeRequired
Determines how the PDF.co job is executed. Choose
Async (Up to 35 sec)to execute the job in async mode suitable for jobs that take up to 35 seconds. ChooseAsync For Large Docs (need to run Job Check module separately)for larger jobs that could take up to 5 minutes - remember to run the Job Check module separately for this. Default isAsync (Up to 35 sec).Async Job Check IntervalRequired
(Advanced Option): Adjust the check interval (in seconds) for the async job status. Increase for longer jobs, decrease for faster jobs. Only applicable if Job Execution Mode is
Async (Up to 35 sec).Custom Profiles
Set your custom profiles here, if any. For examples of custom profiles, visit our API docs.
PDF Password
If your PDF is password-protected, enter the password here. Leave empty for unprotected documents. For user-controlled encryption/decryption with
AES, use theProfilesfield.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PDF.co Job IDRequired
Enter the Job ID provided by PDF.co.
Async Job Check IntervalRequired
(Advanced): Adjust async job check interval (in seconds). Increase for longer jobs, decrease for fast jobs.
Auto-Expand JSON, CSV, Text Links to Content
If enabled, this option automatically extracts the content from the response link (applicable for JSON, CSV, Text formats) and incorporates it directly into the output.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Source PDF (optional)
Provide the URL to the source PDF document, a
filetoken://..link from PDF.co Files storage, or leave blank to create a new PDF. Ensure that the link is accessible without a password if you are using Google Drive, Dropbox, or similar.Text Annotations
Define each text annotation in the format
x;y;page;text. Advanced version:x;y;pages;text;fontsize+bold+italic+underline+strikeout;fontname;fontcolor;link;transparent;width;height;alignment. Use the PDF.co Simple PDF Viewer to find theXandYcoordinates in your PDF file.Image Embeds
Define each image or PDF embed in the format
x;y;page;urltoimageorpdf;link;width;height. Use the Simple PDF Viewer to find theXandYcoordinates in your PDF file.Fillable Form Fields
Define each fillable field value in the format
page;fieldName;value. Use the PDF.co Info Tool or theGet PDF Infoaction to view field names in PDF forms.Output PDF Name
The filename for the output PDF.
Allow Empty Text and Image Objects
Enable this to allow text objects and images with empty URLs without throwing errors.
PDF Password
If your PDF is password-protected, enter the password here. Leave empty for unprotected documents. For user-controlled data encryption/decryption with
AES, use theProfilesfield.Auto-trim Input Values
auto-trim input text values from leading and trailing spaces, line breaks etc.
Output links expiration
Optional. Expiration in minutes for output links. Default is
60minutes. You can increase it if you use useBusiness Planand higher, check plans here.Job Execution ModeRequired
Determines how the PDF.co job is executed. Choose
Async (Up to 35 sec)to execute the job in async mode suitable for jobs that take up to 35 seconds. ChooseAsync For Large Docs (need to run Job Check module separately)for larger jobs that could take up to 5 minutes - remember to run the Job Check module separately for this. Default isAsync (Up to 35 sec).Async Job Check IntervalRequired
(Advanced): Adjust the async job check interval (in seconds). For longer tasks, increase the interval; for quicker tasks, decrease it. Only applicable if Job Execution Mode is
Async (Up to 35 sec).Template Data
Optional input data. This is a JSON format data that can be referenced inside annotations and fields, for example,
[[variable1]]with JSON data like{ 'variable1': 'hey hey'}. Due to Zapier restrictions on using curly brackets{{ }}for template property, please refer to this KB article for more information and workaround.Custom Profiles
If applicable, set your custom configurations here. Check sample custom profiles here.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Source PDF URLRequired
Provide the URL of the source PDF document or a
filetoken://..link from PDF.co Files storage. If you are using Google Drive, Dropbox or another service, the link should be accessible.Operation Mode
Choose whether to add or remove security features from the PDF file.
Owner Password
Define the owner password used for setting restrictions and encryption. You can also use user-controlled data encryption.
User Password
Set an optional user password required for viewing or printing the document. You can use user-controlled data encryption.
Encryption Algorithm
Choose the encryption algorithm for the built-in PDF encryption. AES-128 or higher is recommended. Use user-controlled data encryption for more control.
Allow Printing
Set whether the PDF document can be printed. Note: This restriction applies when the user password is entered. If the owner password is entered, this restriction does not apply.
Define Printing Quality
Specify the printing quality allowed for the PDF. Note: If a
userPasswordis provided, this restriction applies. However, it is bypassed if theOwner Passwordis used.Enable Document Assembly
Choose whether to allow or prohibit document assembly. Note: This restriction takes effect if a
userPasswordis used. If theOwner Passwordis used, this restriction is ignored.Enable Content Copying
Choose whether to allow or prohibit content copying from the PDF document. Note: This restriction takes effect if a
userPasswordis used. If theOwner Passwordis used, this restriction is ignored.Enable Content Copying for Accessibility
Choose whether to allow or prohibit content extraction for accessibility needs. Note: This restriction takes effect if a
userPasswordis used. If theOwner Passwordis used, this restriction is ignored.Enable Document Modification
Choose whether to allow or prohibit the modification of the PDF document. Note: This restriction takes effect if a
userPasswordis used. If theOwner Passwordis used, this restriction is ignored.Enable Form Field Filling
Choose whether to allow or prohibit filling of interactive form fields (including signature fields) in the PDF document. Note: This restriction takes effect if a
userPasswordis used. If theOwner Passwordis used, this restriction is ignored.Enable Commenting
Choose whether to allow or prohibit interactions with text annotations and forms in the PDF document. Note: This restriction takes effect if a
userPasswordis used. If theOwner Passwordis used, this restriction is ignored.Specify Name
Provide a base file name for the new PDF files.
Set Output Links Expiration
Optionally, set an expiration time in minutes for output links. Default is
60minutes. You can increase it if you use theBusiness Planor higher, check plans here.Job Execution ModeRequired
Determines how the PDF.co job is executed. Choose
Async (Up to 35 sec)to execute the job in async mode suitable for jobs that take up to 35 seconds. ChooseAsync For Large Docs (need to run Job Check module separately)for larger jobs that could take up to 5 minutes - remember to run the Job Check module separately for this. Default isAsync (Up to 35 sec).Set Async Job Check IntervalRequired
(Advanced Setting): Adjust the interval for checking the status of async jobs (in seconds). You can increase the interval for longer jobs or decrease it for faster ones. Only applicable if Job Execution Mode is
Async (Up to 35 sec).Custom Profiles
Here you can define any custom profiles if necessary. You can configure specific settings for the PDF process. Check sample custom profiles here.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Source PDF URLRequired
Enter the URL of the source PDF document or a
filetoken://..link from PDF.co Files storage. If using Google Drive, Dropbox, or similar, ensure the link is accessible without a password.Text to Locate
Specify the text to find within the PDF. The maximum limit is five search and replace operations per task.
Replacement Text
Enter the text that will replace the found text. Note: the search and replace operations will be carried out in the order of entry. Ensure the number of search and replacement text entries match.
Enable Regular Expressions
Toggle this to enable regular expressions in your search. For example, use
[0-9]{3}-[0-9]{2}-[0-9]{4}to find SSN patterns.Case-Sensitive Search
Toggle this to make your search case-sensitive.
Target Pages
Specify the pages to search in. Enter a comma-separated list of page indices (or ranges). Note: The first page is 0. For example: "0,1-5,7-".
PDF Password
If your PDF is password-protected, enter the password here. For unprotected documents, leave this field blank. For user-controlled data encryption, use
AESencryption/decryption via theProfilesfield.Expiration Time for Output Links
Set the expiration time (in minutes) for output links. Default is
60minutes. Increase this if you're using aBusiness Planor higher. Check out our subscription plans.Job Execution ModeRequired
Determines how the PDF.co job is executed. Choose
Async (Up to 35 sec)to execute the job in async mode suitable for jobs that take up to 35 seconds. ChooseAsync For Large Docs (need to run Job Check module separately)for larger jobs that could take up to 5 minutes - remember to run the Job Check module separately for this. Default isAsync (Up to 35 sec).Async Job Check IntervalRequired
(Advanced Setting): Adjust the interval for checking the status of async jobs (in seconds). Set a longer interval for larger jobs or a shorter one for smaller jobs. Only applicable if Job Execution Mode is
Async (Up to 35 sec).Custom Configuration Profiles
Here you can define any custom profiles if necessary. You can configure specific settings for the PDF process. Check sample custom profiles here.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PDF Source LinkRequired
Provide the URL to the PDF document you wish to search or a
filetoken://..link from the PDF.co Files storage. Make sure the URL is accessible without a password if using Google Drive, Dropbox, or another cloud storage service.Search QueryRequired
Specify the text you wish to search for within the PDF document.
Enable Regular Expressions
If you need more complex search patterns, enable this to use regular expressions. Example: To find an SSN, use
[0-9]{3}-[0-9]{2}-[0-9]{4}.Page Range
Specify the pages you want to search within the PDF. Use a comma-separated list of page numbers or ranges. The first page starts at 1. Example: "1,2-5,7-".
PDF Password
If the PDF document is password-protected, enter the password here. For unprotected documents, leave this field empty. For user-controlled data encryption, use
AESencryption/decryption via theProfilesfield following the instructions here.Expiration Time for Output Links
Set how long (in minutes) the output links should remain valid. The default is
60minutes. If you are using theBusiness Planor higher, you can increase this duration. Check your subscription plan details.Job Execution ModeRequired
Determines how the PDF.co job is executed. Choose
Async (Up to 35 sec)to execute the job in async mode suitable for jobs that take up to 35 seconds. ChooseAsync For Large Docs (need to run Job Check module separately)for larger jobs that could take up to 5 minutes - remember to run the Job Check module separately for this. Default isAsync (Up to 35 sec).Interval for Checking Job StatusRequired
This is an advanced setting. Adjust the interval (in seconds) at which the status of the PDF.co job is checked. For longer jobs, increase the interval; for quicker jobs, decrease it. Only applicable if Job Execution Mode is
Async (Up to 35 sec).Custom Profile Settings
If you have any custom profiles, you can enter their configuration here. Check sample custom profiles.
Simplify Output
Enable this if you want the output data to be consolidated into a single list. This is useful for easier data re-use.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Source PDF URLRequired
Provide a direct URL to the source PDF document or a
filetoken://..link from PDF.co Files storage. Ensure the URL is accessible without a password if you use Google Drive, Dropbox, or similar platforms.Barcode Search StringRequired
Enter the barcode macro string to search for in the format:
[[barcode:<barcodeTypesSeparatedByComma> <barcodeValue>]]. For example:[[barcode:qrcode]]. Visit the documentation for more details.Exclude Pages with Identified Barcodes
Set this to True if you want to exclude pages where a barcode was found. The default setting is False.
PDF Password
Enter the password if the PDF document is password-protected. Leave this field empty for unprotected documents. You can also use user-controlled data encryption with
AESencryption/decryption via theProfilesfield.Base Filename for New PDFs
Specify the base filename to be used for the new PDF files.
Expiration Time for Output Links (minutes)
Set the expiration time in minutes for the output links. The default time is 60 minutes. If you are using the Business Plan or higher, you can increase this time. Check the available plans here.
Job Execution ModeRequired
Determines how the PDF.co job is executed. Choose
Async (Up to 35 sec)to execute the job in async mode suitable for jobs that take up to 35 seconds. ChooseAsync For Large Docs (need to run Job Check module separately)for larger jobs that could take up to 5 minutes - remember to run the Job Check module separately for this. Default isAsync (Up to 35 sec).Async Job Check Interval (seconds)Required
(Advanced): Adjust the interval in seconds for checking the status of the async job. Increase the value for longer jobs, and decrease it for faster jobs. Only applicable if Job Execution Mode is
Async (Up to 35 sec).Custom Profiles (optional)
If you have any custom profiles, you can configure them here. Check the sample custom profiles here.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Funnel
Which Funnel should we watch for new Purchases?
Funnel Step
Which Funnel Step should we watch for new Purchases?
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ListRequired
Select the Static List to add a Contact Profile Email.
EmailRequired
Email Address of Contact Profile to add to List.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FunnelRequired
Which Funnel Should we Opt Contact into?
Funnel StepRequired
Which Funnel Step is this contact going into?
PageRequired
The page associated with the opt-in.
EmailRequired
The email of the opt-in.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ListRequired
Select the Static List to add a Contact Profile Email.
EmailRequired
Email Address of Contact Profile to add to List.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Owner
Determines which App Extensions will appear in the dropdown below.
App ExtensionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
Exact email search.
ActionThis is an event a Zap performs.SearchFind existing data in your appLabel/Mailbox
Search String
This works the same as the search bar you see in Gmail. For example:
from:amy OR from:davidorsubject:dinner label:my-family. Learn more.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planSearch StringRequired
By default this search will trigger on emails in all folders, including Sent emails, which most people don't want. To limit results, like to your inbox, include
in:inbox.This works the same as the search bar you see in Gmail. For example:
from:amy OR from:davidorin:inbox subject:dinner label:my-family. Learn more.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planSubjectRequired
To
Who will this email be sent to? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.Cc
Who should be cc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.Bcc
Who should be bcc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.From
Select an email address or alias from your Gmail Account. Defaults to the primary email address.
From Name
Customize the from name (but must be sent via the email address you connected).
Body Type
BodyRequired
Signature
Include a default signature with the email? Will be placed at end of the message after a line break and another "--" line. Note: Only signatures set as your Gmail account email/alias "Signature Defaults" > "For New Emails Use" are displayed.
Label/Mailbox
Attachments
A file to be attached. Can be an actual file or a public URL which will be downloaded and attached.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Can have parents via a simple forward slash syntax: "Parent/Child"
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Message to Remove Label(s) FromRequired
Label(s) to RemoveRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search StringRequired
This works the same as the search bar you see in Gmail. For example:
from:amy OR from:david<orsubject:dinner label:my-family. Learn more. Note: Only one email will be returned by the search.
ActionThis is an event a Zap performs.SearchFind existing data in your appBarcode ValueRequired
Enter the value you want to encode into the barcode.
Barcode Type
Select the type of barcode to generate. By default, a QR Code will be generated.
Generate Inline URL
Set to
trueif you want to generate an inline image URL. This can be used as a source for images in HTML or emails, and it works without an internet connection.Output Link Expiration
Optional. Set the expiration time in minutes for the output links. The default is 60 minutes. For longer durations, consider our Business Plan or higher. Check our plans.
Custom Profiles
Optional. Set a custom configuration here if required. Check sample custom profiles. You can also employ user-controlled data encryption to secure your output file.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Input FormatRequired
For advanced options and HTML templates support, please consider using the dedicated
HTML To PDFmodule.Input SourceRequired
Enter the input source based on the chosen Input Format. If the file is stored in a cloud service (e.g., Google Drive or Dropbox), ensure the link is publicly accessible (without password).
Output PDF Name
Provide a name for the output PDF file.
Output Link Expiry
Optional. Set an expiration time (in minutes) for the output links. Default is 60 minutes. Longer durations are available for Business Plan users or higher. Check our plans.
Job Execution ModeRequired
Determines how the PDF.co job is executed. Choose
Async (Up to 35 sec)to execute the job in async mode suitable for jobs that take up to 35 seconds. ChooseAsync For Large Docs (need to run Job Check module separately)for larger jobs that could take up to 5 minutes - remember to run the Job Check module separately for this. Default isAsync (Up to 35 sec).Job Check IntervalRequired
(Advanced): Adjust the interval (in seconds) at which the system checks the status of the conversion job. Increase the interval for longer jobs, decrease for quicker jobs. Only applicable if Job Execution Mode is
Async (Up to 35 sec).Custom Profiles
Optional. Enter any custom profiles here. View sample custom profiles.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PDF.co API EndpointRequired
Select the PDF.co API endpoint or enter a custom endpoint path. Refer to PDF.co API Docs for more information.
URL Input Parameter Override
This overrides the
urlinput parameter for theInput JSONbelow. It can be a link,filetoken://(for files stored in PDF.co Files). Certain API endpoints may also accept multiple links separated by a comma. Refer to API docs for more details. You can also use links to documents in Google Docs, G Drive, Dropbox, provided that these links are accessible without a password or login.Input JSON
Provides an input JSON with parameters. Check PDF.co API Docs for source code samples.
Run As Async Job
Set to
trueto force async job mode and to automatically wait for async job completion. Equal to settingasyncparam totruein the input json. It will check background job status in a loop usingv1/job/checkmethod until it returnsstatusassuccessorfailed. When turned off, action will send API call and will return immediately.Job Execution ModeRequired
Determines how the PDF.co job is executed. Choose
Async (Up to 35 sec)to execute the job in async mode suitable for jobs that take up to 35 seconds. ChooseAsync For Large Docs (need to run Job Check module separately)for larger jobs that could take up to 5 minutes - remember to run the Job Check module separately for this. Default isAsync (Up to 35 sec).Interval for Asynchronous Job ChecksRequired
(Advanced): Adjusts the interval (in seconds) for checking the status of an asynchronous job. Increase the interval for longer jobs, decrease it for faster jobs. Only applicable if Job Execution Mode is
Async (Up to 35 sec).
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Document URLRequired
Provide a URL or a
filetoken://link (for files stored in PDF.co Files). You can also use links to documents from Google Drive, Google Docs, Dropbox, or similar services (these links should be accessible without requiring a login).Template Id
Enter the ID of the document parser template. You can manage your templates here
Document Password
Enter the password for the PDF document if it is protected. Leave this field empty for unprotected documents. You can also use user-controlled data encryption with
AESencryption/decryption via theProfilesfield.Job Execution ModeRequired
Determines how the PDF.co job is executed. Choose
Async (Up to 35 sec)to execute the job in async mode suitable for jobs that take up to 35 seconds. ChooseAsync For Large Docs (need to run Job Check module separately)for larger jobs that could take up to 5 minutes - remember to run the Job Check module separately for this. Default isAsync (Up to 35 sec).Async Job Check IntervalRequired
(Advanced): Set the interval for checking the status of PDF.co async job in seconds. Increase the interval for longer jobs and decrease it for fast jobs. Only applicable if Job Execution Mode is
Async (Up to 35 sec).Custom Profiles
Enter any custom profiles here. You can set a custom configuration as needed. Check sample custom profiles here.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PDF URLRequired
Provide the URL to the source PDF document or a
filetoken://..link from PDF.co Files storage. Ensure that the link is accessible without a password if you are using Google Drive, Dropbox, or similar.Extract Fillable Fields.
Set to
trueto extract information about available fillable fields in the PDF form.PDF Password
If your PDF is password-protected, enter the password here. Leave empty for unprotected documents. For user-controlled data encryption/decryption with
AES, use theProfilesfield.Job Execution ModeRequired
Determines how the PDF.co job is executed. Choose
Async (Up to 35 sec)to execute the job in async mode suitable for jobs that take up to 35 seconds. ChooseAsync For Large Docs (need to run Job Check module separately)for larger jobs that could take up to 5 minutes - remember to run the Job Check module separately for this. Default isAsync (Up to 35 sec).Async Job Check IntervalRequired
(Advanced): Adjust the async job check interval (in seconds). Increase this for longer jobs, decrease for faster jobs. Only applicable if Job Execution Mode is
Async (Up to 35 sec).Custom Profiles
If you have any custom profiles, set the custom configuration here. Check out the sample custom profiles here.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Source File URLRequired
URL of the source file which can be a PDF, PNG, TIFF, or JPG format. Also accepts
filetoken://..link from PDF.co Files storage. Please ensure the link is publicly accessible if stored in Google Drive, Dropbox, etc.OCR Language
Specify the language for OCR (Optical Character Recognition) when extracting text from scanned documents. The default language is English.
Output File Name
The filename for the newly created searchable PDF.
PDF Password
If the PDF document is protected, please provide the password. For unprotected documents, leave this field empty. For user-controlled encryption/decryption with
AES, use theProfilesfield.Output Link Expiration
Sets the expiration duration (in minutes) for the output links. The default is
60minutes. Longer durations can be set if you're using theBusiness Planor higher. For more information, visit our subscriptions page.Job Execution ModeRequired
Determines how the PDF.co job is executed. Choose
Async (Up to 35 sec)to execute the job in async mode suitable for jobs that take up to 35 seconds. ChooseAsync For Large Docs (need to run Job Check module separately)for larger jobs that could take up to 5 minutes - remember to run the Job Check module separately for this. Default isAsync (Up to 35 sec).Async Job Check IntervalRequired
(Advanced Option): Set the interval (in seconds) for checking the status of the async job. For longer jobs, increase this value; for faster jobs, decrease it. Only applicable if Job Execution Mode is
Async (Up to 35 sec).Custom Profiles
If you have any custom profiles, you can set them here. For samples of custom profiles, visit our API docs.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PDF Source LinkRequired
Provide a direct URL to the PDF file or a
filetoken://..link from PDF.co Files storage. Ensure the link is accessible publicly if hosted on G Drive, Dropbox, or similar platforms.ModeRequired
Choose the operation mode: either to rotate or delete pages.
Rotation Angle
Specify the rotation angle in degrees. The AI automatically fixes rotation of pages in scanned PDFs based on text analysis. Adjust the OCR language to change text language.
OCR Language (for auto-rotate)
Specify the OCR (Optical Character Recognition) language for text recognition inside scanned PDFs. The default language is English.
Page Numbers
Specify the pages to process. Use a comma-separated list of page indices or ranges. For
Rotate Pages, the first page is 0, and forDelete Pages, it is 1. Example: "1,2-5,7-".Output Link Expiry Time
Set the expiration time in minutes for output links. The default is 60 minutes. Increase the duration if you have a Business Plan or higher. Check subscription plans here.
Job Execution ModeRequired
Determines how the PDF.co job is executed. Choose
Async (Up to 35 sec)to execute the job in async mode suitable for jobs that take up to 35 seconds. ChooseAsync For Large Docs (need to run Job Check module separately)for larger jobs that could take up to 5 minutes - remember to run the Job Check module separately for this. Default isAsync (Up to 35 sec).Job Check IntervalRequired
(Advanced Option): Set the interval for asynchronous job checks (in seconds). Increase the duration for longer jobs and decrease for shorter ones. Only applicable if Job Execution Mode is
Async (Up to 35 sec).Custom Profiles
Set a custom configuration, if any. View sample custom profiles here.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Source PDF URLRequired
Provide the URL to the source PDF document, or a
filetoken://..link from PDF.co Files storage. If you use Google Drive, Dropbox, or similar, ensure the link is publicly accessible.Output File Name
The filename for the compressed PDF.
Output Link Expiration
Set the expiration duration (in minutes) for the output links. Default is
60minutes. Longer durations can be set with theBusiness Planor higher. Visit our subscriptions page for more details.PDF Password
If your PDF is password-protected, enter the password here. Leave empty for unprotected documents. For user-controlled encryption/decryption with
AES, use theProfilesfield.Job Execution ModeRequired
Determines how the PDF.co job is executed. Choose
Async (Up to 35 sec)to execute the job in async mode suitable for jobs that take up to 35 seconds. ChooseAsync For Large Docs (need to run Job Check module separately)for larger jobs that could take up to 5 minutes - remember to run the Job Check module separately for this. Default isAsync (Up to 35 sec).Async Job Check IntervalRequired
(Advanced Option): Adjust the check interval (in seconds) for the async job status. Increase for longer jobs, decrease for faster jobs. Only applicable if Job Execution Mode is
Async (Up to 35 sec).Custom Compression Profiles
Set your custom compression profiles here, if any. For examples of compression configurations, visit our API docs.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PDF Document URLRequired
Provide the URL to the input PDF document, a
filetoken://..link for PDF.co File, or leave blank to create a new PDF. If you use Google Drive, Dropbox, or other cloud storage platforms, ensure that the link is publicly accessible without a password.PDF Password
PDF document password. Leave empty for unprotected documents. You can also use user-controlled data encryption with
AESencryption/decryption viaProfilesfield.Job Execution ModeRequired
Determines how the PDF.co job is executed. Choose
Async (Up to 35 sec)to execute the job in async mode suitable for jobs that take up to 35 seconds. ChooseAsync For Large Docs (need to run Job Check module separately)for larger jobs that could take up to 5 minutes - remember to run the Job Check module separately for this. Default isAsync (Up to 35 sec).Async Job Check IntervalRequired
(Advanced) Adjust the interval (in seconds) at which the system checks the status of asynchronous jobs. Increase this for longer jobs, decrease for shorter jobs. Only applicable if Job Execution Mode is
Async (Up to 35 sec).Custom Profiles
If you have any custom profiles, you can set their configurations here. Check sample custom profiles here.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Source PDF URLRequired
Enter the URL of the source PDF document or a
filetoken://..link from PDF.co Files storage. If using Google Drive, Dropbox or similar, ensure the link is accessible without a password.Text to Search and Remove
Specify the text to find and delete within the PDF. The maximum limit is five search and delete operations per task.
Enable Regular Expressions
Toggle this to enable regular expressions in your search. For example, use
[0-9]{3}-[0-9]{2}-[0-9]{4}to find SSN patterns.Case-Sensitive Search
Toggle this to make your search case-sensitive.
Pages
Specify the pages to search in. Enter a comma-separated list of page indices (or ranges). Note: The first page is 0. For example: "0,1-5,7-".
PDF Password
If your PDF is password-protected, enter the password here. For unprotected documents, leave this field blank. For user-controlled data encryption, use
AESencryption/decryption via theProfilesfield.Expiration Time for Output Links
Set the expiration time (in minutes) for output links. Default is
60minutes. Increase this if you're using aBusiness Planor higher. Check out our subscription plans.Job Execution ModeRequired
Determines how the PDF.co job is executed. Choose
Async (Up to 35 sec)to execute the job in async mode suitable for jobs that take up to 35 seconds. ChooseAsync For Large Docs (need to run Job Check module separately)for larger jobs that could take up to 5 minutes - remember to run the Job Check module separately for this. Default isAsync (Up to 35 sec).Async Job Check IntervalRequired
(Advanced Setting): Adjust the interval for checking the status of async jobs (in seconds). Set a longer interval for larger jobs or a shorter one for smaller jobs. Only applicable if Job Execution Mode is
Async (Up to 35 sec).Custom Configuration Profiles
Here you can define any custom profiles if necessary. You can configure specific settings for the PDF process. Check sample custom profiles here.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Source PDF URLRequired
Enter the URL of the source PDF document or a
filetoken://..link from PDF.co Files storage. If you are using Google Drive, Dropbox, or similar, ensure the link is accessible without a password.Text to Locate
Specify the text you wish to find within the PDF.
Replacement Image URL
Enter the URL of the image that will replace the found text.
Enable Regular Expressions
Toggle this to enable the use of regular expressions in your search. For example, use
[0-9]{3}-[0-9]{2}-[0-9]{4}to find patterns matching a Social Security Number.Case-Sensitive Search
Toggle this to make your search case-sensitive.
Target Pages
Optionally specify the pages to search in. Enter a comma-separated list of page indices (or ranges). Note: The first page is 0. For example: "0,1-5,7-".
PDF Password
If your PDF is password-protected, enter the password here. For unprotected documents, leave this field blank. For user-controlled data encryption, use
AESencryption/decryption via theProfilesfield.Expiration Time for Output Links
Set the expiration time (in minutes) for output links. Default is
60minutes. Increase this if you're using aBusiness Planor higher. Check out our subscription plans.Job Execution ModeRequired
Determines how the PDF.co job is executed. Choose
Async (Up to 35 sec)to execute the job in async mode suitable for jobs that take up to 35 seconds. ChooseAsync For Large Docs (need to run Job Check module separately)for larger jobs that could take up to 5 minutes - remember to run the Job Check module separately for this. Default isAsync (Up to 35 sec).Async Job Check IntervalRequired
(Advanced Setting): Adjust the interval for checking the status of async jobs (in seconds). Increase the value for longer jobs, decrease for faster jobs. Only applicable if Job Execution Mode is
Async (Up to 35 sec).Custom Profiles
If you have any custom profiles, you can configure them here. To see examples of custom profiles, visit this link.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Source PDF URLRequired
Provide a direct URL to the source PDF document or a
filetoken://..link from PDF.co Files storage. The URL should be accessible without a password if you use Google Drive, Dropbox, or similar platforms.Page Numbers/RangesRequired
Provide a comma-separated list of page indices or ranges for splitting the PDF. The first page is 1. Example: "1,2-5,7-". Special case: use "*" to extract each page into a separate PDF.
PDF Password
If the PDF document is password-protected, enter the password here. Leave this field empty for unprotected documents. You can also use user-controlled data encryption with
AESencryption/decryption via theProfilesfield.Base Filename for New PDFs
Specify the base filename to be used for the new PDF files.
Expiration Time for Output Links (minutes)
Set the expiration time in minutes for the output links. The default time is 60 minutes. If you are using the Business Plan or higher, you can increase this time. Check the available plans here.
Job Execution ModeRequired
Determines how the PDF.co job is executed. Choose
Async (Up to 35 sec)to execute the job in async mode suitable for jobs that take up to 35 seconds. ChooseAsync For Large Docs (need to run Job Check module separately)for larger jobs that could take up to 5 minutes - remember to run the Job Check module separately for this. Default isAsync (Up to 35 sec).Async Job Check Interval (seconds)Required
(Advanced): Adjust the interval in seconds for checking the status of the async job. Increase the value for longer jobs, and decrease it for faster jobs. Only applicable if Job Execution Mode is
Async (Up to 35 sec).Custom Profiles (optional)
If you have any custom profiles, you can configure them here. Check the sample custom profiles here.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Source PDF URLRequired
Provide a direct URL to the source PDF document or a
filetoken://..link from PDF.co Files storage. Ensure the URL is accessible without a password if you use Google Drive, Dropbox, or similar platforms.Text Search StringRequired
Enter the text to search for within the PDF pages.
Enable Case-Sensitive Search
Set this to True to make the search case sensitive. The default setting is False.
Enable Regular Expression Search
Set this to True to use regular expressions in the search string. The default setting is False.
Exclude Pages with Identified Text
Set this to True if you want to exclude pages where the text was found. The default setting is False.
OCR Language
Specify the OCR (Optical Character Recognition) language to use when searching text within scanned PDFs. The default language is English.
PDF Password
Enter the password if the PDF document is password-protected. Leave this field empty for unprotected documents. You can also use user-controlled data encryption with
AESencryption/decryption via theProfilesfield.Base Filename for New PDFs
Specify the base filename to be used for the new PDF files.
Expiration Time for Output Links (minutes)
Set the expiration time in minutes for the output links. The default time is 60 minutes. If you are using the Business Plan or higher, you can increase this time. Check the available plans here.
Job Execution ModeRequired
Determines how the PDF.co job is executed. Choose
Async (Up to 35 sec)to execute the job in async mode suitable for jobs that take up to 35 seconds. ChooseAsync For Large Docs (need to run Job Check module separately)for larger jobs that could take up to 5 minutes - remember to run the Job Check module separately for this. Default isAsync (Up to 35 sec).Async Job Check Interval (seconds)Required
(Advanced): Adjust the interval in seconds for checking the status of the async job. Increase the value for longer jobs, and decrease it for faster jobs. Only applicable if Job Execution Mode is
Async (Up to 35 sec).Custom Profiles
Custom profiles (if any). You can set a custom config here. Check sample custom profiles here.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
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How ClickFunnels + Gmail + PDF.co Integrations Work
- Step 1: Authenticate ClickFunnels, Gmail, and PDF.co.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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