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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 Eworks Manager 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.
Appointment Accepted
Triggers when an appointment is accepted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Appointment Cancelled
Triggers when an appointment is cancelled.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Appointment Declined
Triggers when an appointment is declined.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Appointment on Route
Triggers when an appointment status changed to on route.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Appointment Status Changed
Triggers when appointment status is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Expense Authorised
Triggers when an expense is authorised.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Expense Updated
Triggers when an expense is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice Paid
Triggers when an invoice is paid.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Item Updated
Triggers when an item is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Job Authorised
Triggers when a job is Authorised.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Job Completed
Triggers when a job is completed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Job on Hold
Triggers when a job status is changed to On Hold.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Job Updated
Triggers when a job is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Lead Rejected
Triggers when a lead is rejected.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Appointment
Triggers when a new job appointment is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Expense
Triggers when a new expense is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Item
Triggers when a new Item is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Lead
Triggers when a new lead is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Quote
Triggers when a new quote is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Purchase Order Approved
Triggers when a purchase order is approved.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Purchase Order Paid
Triggers when a purchase order is paid.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Quote Accepted
Triggers when a quote is accepted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Quote Updated
Triggers when a quote is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Customer TypeRequired
Customer NameRequired
Full NameRequired
Email Address
Telephone
AddressRequired
City
County
Postcode
Country
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer NameRequired
Invoice DateRequired
Due Date
Terms
Internal Notes
Customer Notes
Purchase Order Ref
Job Order Ref
Item CodeRequired
Item Description
Account Code
Tax Rate
Quantity
Discount Type
Discount Value
Cost Price
Price
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
Job Type
Start DateRequired
Complete ByRequired
Short DescriptionRequired
Description
Customer Notes
Internal Notes
Item Code
Description
Quantity
Cost Price
Price
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Supplier NameRequired
Customer Name
Purchase DateRequired
Payment Terms
Supplier Notes
Delivery Notes
Internal Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Supplier NameRequired
Full NameRequired
Email Address
Telephone
AddressRequired
City
County
Postcode
Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Item CodeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInvoice RefRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPurchase Order RefRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCustomer NameRequired
Full NameRequired
AddressRequired
Customer TypeRequired
Email Address
Telephone
City
County
Postcode
Country
Notes
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSupplier NameRequired
Full NameRequired
Email Address
Telephone
AddressRequired
City
County
Postcode
Country
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.
Appointment Action Required
Triggers when an appointment status is action required.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Appointment Completed
Triggers when an appointment is completed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Appointment on Hold
Triggers when an appointment status is changed to on hold.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Appointment on Site
Triggers when an appointment status is changed to on site.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Customer Updated
Triggers when a customer is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Expense Paid
Triggers when an expense is paid.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice Cancelled
Triggers when an invoice is cancelled.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice Updated
Triggers when an invoice is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Job Action Required
Triggers when a job status is changed to Action Required.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Job Cancelled
Triggers when a job is Cancelled.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Job in Progress
Triggers when a job status is changed to In Progress.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Job Status Changed
Triggers when a job status is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Lead Authorised
Triggers when a lead is authorised.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Lead Updated
Triggers when a lead is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Customer
Triggers when a new customer is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Invoice
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Job
Triggers when a new job is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Purchase Order
Triggers when a new purchase order is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Supplier
Triggers when a new supplier is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Purchase Order Cancelled
Triggers when a purchase order is cancelled.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Purchase Order Updated
Triggers when a purchase order is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Quote Rejected
Triggers when a quote is rejected.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Supplier Updated
Triggers when a supplier is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Expense NameRequired
Net AmountRequired
VAT AmountRequired
Expense DateRequired
Reference
Billable?
Authorised?
Paid?
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Item TypeRequired
Item CategoryRequired
Item NameRequired
Item CodeRequired
Cost PriceRequired
PriceRequired
Item Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Full NameRequired
Company NameRequired
Email AddressRequired
TelephoneRequired
Mobile
Address
City
County
Postcode
Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer NameRequired
Quote Date
Expiry Date
Preferred Job Date
Preferred Job Time
Description
Customer Notes
Terms
Internal Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer NameRequired
Full NameRequired
AddressRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSupplier NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appJob RefRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appQuote RefRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appItem CodeRequired
Item TypeRequired
Item CategoryRequired
Item NameRequired
Cost PriceRequired
PriceRequired
Item Description
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundItem TypeRequired
Item CategoryRequired
Item NameRequired
Item CodeRequired
Cost PriceRequired
PriceRequired
Item Description
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.