Create integrations between DocketManager and PDF.co to automate any workflow
Top companies trust Zapier to automate work that solves their unique business problems—no coding required.
How Zapier works
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
Now it's time for action
And that's it! You've just created a Zap.
Connect DocketManager 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.
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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.
Contact Created
Triggers when a new Contact is Created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Customer Created
Triggers when a new Customer is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Order Placed Online
Triggers when an Online Order is placed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Payment Created
Triggers when a Payment is Created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Queue Changed
Triggers when and Order Item moves into a new Queue.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Quote Email
Triggers when a Quote Email is sent
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Supplier Created
Triggers when a new Supplier is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Sync Item
Triggers when the "Sync Item" button is clicked on the Item View page.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Task Completed
Triggers when a Task is marked as completed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Vendor Updated
Triggers when a Vendor is modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact IdRequired
Text
TypeRequired
LabelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
External ID
Phone
Cell
Email
Billing Address Name
Billing Address
Billing City
Billing Region
Billing Country
Billing Zip/Postal
Shipping Address Name
Shipping Address
Shipping City
Shipping Region
Shipping Country
Shipping Zip/Postal
Tags
Default Order Statuses
Default Item Statuses
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task TextRequired
Due Date
Assigned ToRequired
Created ByRequired
Customer IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task TextRequired
Due Date
Assigned ToRequired
Created ByRequired
Order Item IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task TextRequired
Due Date
Assigned ToRequired
Created ByRequired
Order IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Quote Item IdRequired
Text
TypeRequired
LabelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Quote IdRequired
Text
TypeRequired
LabelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Order IdRequired
Tracking Number
Contact Name
Destination Address Name
Destination Address
Destination City
Destination Region
Destination Country
Destination Zip/Postal
Cost
Price
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Queue NameRequired
Order Item IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Update
UpdatesRequired
Billing
Billing Address
Shipping
Shipping Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNumberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNumberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ByRequired
Customer IdRequired
NameRequired
Title
Phone
Cell
Email
Tags
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundBarcode ValueRequired
Barcode TypeRequired
Source PDF (optional)
X Co-ordinateRequired
Y Co-ordinateRequired
Pages
Custom Profiles
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Source File URLRequired
Image URLRequired
X Co-ordinateRequired
Y Co-ordinateRequired
Width
Height
Pages
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Barcode ValueRequired
Barcode Type (optional)
Generate Inline URL (optional)
Custom Profiles (optional)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Input FormatRequired
Input SourceRequired
Output PDF Name (optional)
Worksheet Index (optional)
Custom Profiles (optional)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PDF.co API EndpointRequired
URL Input Parameter Override (optional)
Input JSON (optional)
Execute Job Check Immediately
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Document URLRequired
Template Id (optional)
Custom Profiles (optional)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PDF URLRequired
Extract Fillable Fields (optional)
Custom Profiles (optional)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Source File URLRequired
OCR Language (optional)
Output File Name (optional)
Custom Profiles (optional)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PDF Source LinkRequired
ModeRequired
Rotation Angle (optional)
OCR Language for auto-rotate (optional)
Page Numbers (optional)
Custom Profiles (optional)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Source PDF (optional)
Text Annotations (fill at least one)
Image Embeds (fill at least one)
Fillable Form Fields (fill at least one)
Output PDF Name (optional)
Allow Empty Text and Image Objects (optional)
Auto-trim Input Values (optional)
Template Data (optional)
Custom Profiles (optional)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Source PDF URLRequired
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)
Specify Name (optional)
Custom Profiles (optional)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Source PDF URLRequired
Text to LocateRequired
Replacement TextRequired
Enable Regular Expressions (optional)
Case-Sensitive Search (optional)
Replacement Limit (optional)
Target Pages (optional)
Custom Profiles (optional)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PDF Source LinkRequired
Search QueryRequired
Enable Regular Expressions (optional)
Page Range (optional)
Simplify Output (optional)
Custom Profiles (optional)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Source PDF URLRequired
Barcode Search StringRequired
Exclude Pages with Identified Barcodes (optional)
Base Filename for New PDFs (optional)
Custom Profiles (optional)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Contact Updated
Triggers when a Contact is modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Customer Updated
Triggers when a Customer is modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Order Posted
Triggers when an Order is Posted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Proof Status Updated
Triggers when a Proof Status is Created or Changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Quote Converted
Triggers when a Quote is converted to an Order.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Shipping Email
Triggers when a Shipping Email is sent.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Supplier Updated
Triggers when a Supplier is modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Sync Order
Triggers when the "Sync Order" button is clicked on the Order View page.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Vendor Created
Triggers when a new Vendor is Created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Customer IdRequired
NameRequired
Title
Phone
Cell
Email
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task TextRequired
Due Date
Assigned ToRequired
Created ByRequired
Contact IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer IdRequired
Text
TypeRequired
LabelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Order Item IdRequired
Text
TypeRequired
LabelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Order IdRequired
Text
TypeRequired
LabelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Order IDRequired
Created By Employee IDRequired
Deposit TypeRequired
Payment TypeRequired
Reference Number
Payment DateRequired
Payment AmountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task TextRequired
Due Date
Assigned ToRequired
Created ByRequired
Quote Item IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task TextRequired
Due Date
Assigned ToRequired
Created ByRequired
Quote IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task TextRequired
Due Date
Assigned ToRequired
Created ByRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Updates Help
UpdatesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNumberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNumberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ByRequired
NameRequired
External ID
Phone
Cell
Email
Billing Address Name
Billing Address
Billing City
Billing Region
Billing Country
Billing Zip/Postal
Shipping Address Name
Shipping Address
Shipping City
Shipping Region
Shipping Country
Shipping Zip/Postal
Tags
Default Order Statuses
Default Item Statuses
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSource File URLRequired
IdRequired
X Co-ordinateRequired
Y Co-ordinateRequired
TypeRequired
Initial Value
Size
Pages
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Source File URLRequired
Text to addRequired
X Co-ordinateRequired
Y Co-ordinateRequired
Font Size
Color
Bold
Strikeout
Underline
Font Name
Pages
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Input URLRequired
Barcode Type to Read (optional)
Pages to Read From (optional)
Custom Profiles (optional)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Output FormatRequired
Source PDF URLRequired
Page Selection (optional)
Output File Name (optional)
Inline Output Option (optional)
OCR Language for Scanned Documents (optional)
Extraction Region (optional)
Enable Line Grouping (optional)
Unwrap (optional)
Define Custom Profiles (optional)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Input Document URLRequired
Custom Classification Rules (optional)
CSV Rules URL (optional)
Enable Case Sensitive Custom Rules (optional)
Custom Profiles (optional)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Sender EmailRequired
Recipient EmailRequired
Email SubjectRequired
SMTP ServerRequired
SMTP Server PortRequired
SMTP UsernameRequired
SMTP PasswordRequired
CC (optional)
BCC (optional)
Email Body (Plain Text) (optional)
Email Body (HTML) (optional)
Attachment URLs (optional)
Custom Profiles (optional)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.HTML or URL (fill at least one)
HTML Template ID (fill at least one)
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)
HTML Template Data (optional)
Name (optional)
Custom Profiles (optional)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Source File URLsRequired
Automatically Convert Non-PDF Files (optional)
Output File Name (optional)
Custom Profiles (optional)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Source PDF URLRequired
Output File Name (optional)
Custom Profiles (optional)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PDF Document URLRequired
Custom Profiles (optional)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Source PDF URLRequired
Text to Search and RemoveRequired
Enable Regular Expressions (optional)
Case-Sensitive Search (optional)
Pages (optional)
Custom Profiles (optional)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Source PDF URLRequired
Text to LocateRequired
Replacement Image URLRequired
Enable Regular Expressions (optional)
Case-Sensitive Search (optional)
Target Pages (optional)
Custom Profiles (optional)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Source PDF URLRequired
Page Numbers/RangesRequired
Enter a prefix for naming new PDF files (optional)
Custom Profiles (optional)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Source PDF URLRequired
Text Search StringRequired
Enable Case-Sensitive Search (optional)
Enable Regular Expression Search (optional)
Exclude Pages with Identified Text (optional)
OCR Language (optional)
Base Filename for New PDFs (optional)
Custom Profiles (optional)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.