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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Contact Payment" from Sage Accounting.

Add your action

An action happens after the trigger—such as "AI Chat & Analyzer" in PDF-app.

You’re connected!

Zapier seamlessly connects Sage Accounting and PDF-app, automating your workflow.

Supported triggers and actions

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

New Contact Payment
Triggers when a new contact payment is created.
Trigger
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New Customer
Triggers when a new customer is created.
Trigger
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New Product
Triggers when a new product is created.
Trigger
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New Sales Quote
Triggers when a new sales Quote is created.
Trigger
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New Stock Item
Triggers when a new stock item is created.
Trigger
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Updated Product
Triggers when a product is updated.
Trigger
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Updated Sales Invoice
Triggers when a sales invoice is updated.
Trigger
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Updated Service
Triggers when a service is updated.
Trigger
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New Customer
Triggers when a new customer is created.
Trigger
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- Payment Reference
  Required
- Payment Date
  Required
- Total Payment Amount
  Required
Action
Write
Create Purchase Invoice
Creates a new purchase invoice.
Action
Write
- Business Name
  Required
- Reference
- Notes
- Credit Limit
- Credit Term Days
Action
Write
- Date
  Required
- Invoice_number_prefix
- Invoice_number
- Reference
- Notes
- Terms_and_conditions
- Sent
Action
Write
- Description
  Required
- Item_code
- Notes
- Active
Action
Write
- Contact Name
  Required
- Contact Reference
  Required
- Payment Reference
  Required
- Payment Date
  Required
- Total Payment Amount
  Required
Action
Write
Update Purchase Invoice
Triggers when an existing purchase invoice is updated.
Action
Write
- Date
- Quote_number_prefix
- Quote_number
- Reference
- Notes
- Terms_and_conditions
- Sent
Action
Write
- Description
- Item_code
- Notes
- Active
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Filter by Contact Name or Reference
- Filter by Updated or Created Since the Given Date
- Filter by From Date
- Filter by To Date
Action
Search
- Business Name or Reference to search for the Contact GUID
  Required
Action
Search
- Invoice Number or Reference
  Required
Action
Search
- Service Code or Description
  Required
Action
Search
- Business Name or Reference to search for the Contact GUID
  Required
Action
Search
- Invoice Reference
  Required
Action
Search or write
- Product Code or Description
  Required
- Description
  Required
- Item_code
- Notes
- Active
Action
Search or write
- Quote Number or Reference
  Required
Action
Search or write
- Name
  Required
- Description
  Required
- Item_code
- Notes
- Active
Action
Search or write
- Input Text
- File URLs
- Examples
- Asyncron processing
  Required
- Model Type
Action
Write
- Barcode texts
  Required
- Filename
- Width
  Required
- Height
  Required
- Include text
  Required
- Text placement
  Required
- Text Padding
  Required
Action
Write
- PDF URL
  Required
- Enable Entity Classification
  Required
- Enable PII Detection
  Required
- Extract Only Tables
  Required
- OCR Pages
- Asyncron processing
  Required
- Include PII Values
  Required
- Exclude File Return
  Required
- Output Format
- OCR Language
Action
Write
- PDF URL
  Required
- Add Texts
- Add Images
- Remove Elements
- Search & Replace text
- Filename
- Delete pages
- Asyncron processing
  Required
- Move and Transform PDF Content
Action
Write
- PDF URL
  Required
- Asyncron processing
  Required
- Template ID
  Required
Action
Write
- Image URL(s)
  Required
- Asyncron processing
  Required
- Filename
- Password protection
- Encrypt PDF Algorithm
- Encrypt PDF Key
- Encrypt PDF IV
Action
Write
- JobID
  Required
Action
Write
- Image or PDF URL(s)
  Required
- Extract Plain Text
  Required
- Extract Layout / Images
  Required
- Extract Forms (Key–Value Pairs)
  Required
- Extract Tables
  Required
- Detect Signatures
  Required
- Asyncron processing
  Required
- Regions
Action
Write
- PDF File URL
  Required
- Filename
- Add or remove
  Required
- Password
  Required
Action
Write
- PDF URL(s)
  Required
- Filename
- Image Type
- Image Quality
- Asyncron processing
  Required
Action
Write
- QR texts
  Required
- Filename
- Size
  Required
- Margin
  Required
- Color
  Required
- Background color
  Required
- Format
  Required
Action
Write
- File URLs
- Operation Type
- File Type
- File Path
Action
Write
- Input Text
- File URL
- Source Language Code
- Target Language Code
  Required
- Formality
- Asyncron processing
  Required
Action
Write

New Purchase Invoice
Triggers when a new purchase invoice is created.
Trigger
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Updated Contact
Triggers when an existing contact is updated.
Trigger
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New Sales Invoice
Triggers when a new sales invoice is created.
Trigger
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New Service
Triggers when a new service is created.
Trigger
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Updated Contact Payment
Triggers when an existing contact payment is updated.
Trigger
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Updated Purchase Invoice
Triggers when an existing purchase invoice is updated.
Trigger
Polling
Try It
Updated Sales Quote
Triggers when a sales Quote is updated.
Trigger
Polling
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Updated Stock Item
Triggers when a stock item is updated.
Trigger
Polling
Try It
- Contact Name
  Required
- Contact Reference
  Required
- Payment Reference
  Required
- Payment Date
  Required
- Total Payment Amount
  Required
Action
Write
- Payment Reference
- Payment Date
  Required
- Total Payment Amount
  Required
Action
Write
- Business Name
  Required
- Notes
Action
Write
- Description
  Required
- Item_code
- Notes
- Active
Action
Write
Create Sales Quote
Creates a new sales Quote.
Action
Write
- Description
  Required
- Item_code
- Notes
- Active
Action
Write
- Description
- Item_code
- Notes
- Active
Action
Write
- Date
- Invoice_number_prefix
- Invoice_number
- Reference
- Notes
- Terms_and_conditions
- Sent
Action
Write
- Description
- Item_code
- Notes
- Active
Action
Write
- Business Name
  Required
- Reference
- Notes
- Credit Limit
- Credit Term Days
Action
Write
- Enter the Nominal Code or Ledger Account Diplay Name to return the Ledger Account ID
  Required
Action
Search
- Invoice Reference
  Required
Action
Search
- Product Code or Description
  Required
Action
Search
- Quote Number or Reference
  Required
Action
Search
- Name
  Required
Action
Search
- Filter by Contact Name or Reference
- Filter by Updated or Created Since the Given Date
- Filter by From Date
- Filter by To Date
- Contact Name
  Required
- Contact Reference
  Required
- Payment Reference
  Required
- Payment Date
  Required
- Total Payment Amount
  Required
Action
Search or write
- Business Name or Reference to search for the Contact GUID
  Required
- Business Name
  Required
- Reference
- Notes
- Credit Limit
- Credit Term Days
Action
Search or write
- Invoice Number or Reference
  Required
- Date
  Required
- Invoice_number_prefix
- Reference
- Notes
- Terms_and_conditions
- Sent
Action
Search or write
- Service Code or Description
  Required
- Description
  Required
- Item_code
- Notes
- Active
Action
Search or write
- Business Name or Reference to search for the Contact GUID
  Required
- Business Name
  Required
- Reference
- Notes
- Credit Limit
- Credit Term Days
Action
Search or write
- Image Description (Prompt)
- File URLs
- Number of Images
  Required
- Image Width (px)
  Required
- Image Height (px)
  Required
- CFG Scale
  Required
- Seed
- Quality Level
  Required
- Asynchronous Processing
  Required
Action
Write
- File URL
  Required
- Asyncron processing
  Required
- PDF Compression Settings
  Required
- JPEG Quality
- Filename
- Color Image Resolution
  Required
- Gray Image Resolution
  Required
- Monochrome Image Resolution
  Required
- Password protection
- Encrypt PDF Algorithm
- Encrypt PDF Key
- Encrypt PDF IV
Action
Write
- File URL
  Required
- Asyncron processing
  Required
- Filename
- Password protection
- Encrypt PDF Algorithm
- Encrypt PDF Key
- Encrypt PDF IV
Action
Write
- File URL
  Required
- Filename
- Encrypt File Algorithm
  Required
- Encrypt File Key
  Required
- Encrypt File IV
  Required
- Encrypt or decrypt
  Required
Action
Write
- Content Data
- Header Template
- Footer Template
- PDF page format
  Required
- Display Header & Footer
  Required
- Page margins
  Required
- Orientation
  Required
- Show background
- Asyncron processing
  Required
- HTML Template ID
- Filename
- Password protection
- Encrypt PDF Algorithm
- Encrypt PDF Key
- Encrypt PDF IV
Action
Write
- Image URLs
  Required
- New Format
- Keep Ratio
  Required
- Image Quality
- Rotation
- Flip
- Flop
- Crop
- Filename
- Watermark
Action
Write
- PDF URLs
  Required
- Asyncron processing
  Required
- Filename
- Password protection
- Encrypt PDF Algorithm
- Encrypt PDF Key
- Encrypt PDF IV
Action
Write
- File URL
  Required
Action
Write
- PDF file
  Required
Action
Write
- File URL
  Required
- Asyncron processing
  Required
- Filename
Action
Write
- PDF file URL
  Required
- Pages per split
  Required
- Asyncron processing
  Required
- Filename
- Password protection
- Encrypt PDF Algorithm
- Encrypt PDF Key
- Encrypt PDF IV
Action
Write
- Text to Convert
- File URL
- Speech Type
  Required
- Voice ID
  Required
- Output Format
  Required
- Target Voice Language
- Asyncron processing
  Required
Action
Write
- File URL
  Required
- File Name
- Font Type
- Watermark Text
- Text Color
- Text Opacity
- Font Size
- Watermark Placement
  Required
- Text Angle
- Horizontal Margin
- Vertical Margin
- Fixed Width
- Page Range
- Watermark Image URL
- Image Angle
- Image Scale
- Image Opacity
- Custom Font URL
Action
Write

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Connect Sage Accounting and PDF-app to integrate crucial parts of your business

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

Automate your lead management and improve conversions

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

Create more impactful campaigns with automation

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

Provide world-class support with a little help from automation

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

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

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

Resolve incidents faster with automation

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

Make work flow with AI

Level up your Sage Accounting to PDF-app integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Sage Accounting

Award winning accounting from the leader in financial accounting software. Manage invoicing, cash flow, tax, payments and more from any device through the cloud.

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Related categories

Accounting

About PDF-app

PDF-app.net is a tool to convert HTML and DOCX to PDF, merge/split PDFs, compress and encrypt PDFs, convert images and extract data from PDFs.