PDF.co + Process Street

PDF.co + Process Street integrations

Extract pdf details when new tasks are checked in Process Street

When a new task is checked off in Process Street, this workflow swiftly gathers PDF information in PDF.co. This streamlined process not only saves you time, but also ensures you stay on top of all your data without having to manually check each PDF. It's a simple yet effective solution for improving work efficiency.

When this happens...
New Task CheckedTriggers when a task is checked off in a workflow.
TriggerInstant
automatically do this!
Get PDF InformationExtract information from a PDF document such as page count, page size, author, description, keywords and also any form field information.
ActionWrite

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More things you can do with Process Street and PDF.co

Discover other triggers and actions you can use with Process Street and PDF.co

- Workflow
Trigger
Instant
Try It
- Data Set
  Required
Trigger
Instant
Try It
- Workflow
- Author
Trigger
Instant
Try It
- Workflow
- Author
Trigger
Instant
Try It
- Workflow
- Task
Trigger
Instant
Try It

- Data Set
  Required
Action
Write
- Workflow
  Required
- Workflow Run ID
  Required
- Workflow Run Name
- Workflow Run Status
- Assign to
- Due Date
- Shared
Action
Write

- Workflow
  Required
- Workflow Run
  Required
- Task
  Required
- Task Status
- Due Date
Action
Write
- HelpCopy
- Workflow Run ID
- Workflow
- Workflow run name
- Workflow run status
- Assigned to
- Due date
Action
Search
- HelpCopy
- Workflow Run ID
- Workflow
  Required
- Workflow run name
- Workflow run status
- Assigned to
- Due date
Action
Search or write
- Source File URL
  Required
- Id
  Required
- X Co-ordinate
  Required
- Y Co-ordinate
  Required
- Type
  Required
- Initial Value
- Size
- Pages
Action
Write
- Source File URL
  Required
- Text to add
  Required
- X Co-ordinate
  Required
- Y Co-ordinate
  Required
- Advance Options
Action
Write
- Barcode Value
  Required
- Barcode Type
- Generate Inline URL (optional)
- Advance Options
Action
Write
- Input Format
  Required
- File Name (optional)
- Custom Profiles (optional)
Action
Write
- PDF.co API Endpoint
  Required
- URL Input Parameter Override (optional)
- Input JSON (optional)
- Execute Job Check Immediately
Action
Write
- Source File URL
  Required
- Template Id (optional)
- Custom Profiles (optional)
Action
Write
- Source File URL
  Required
- Extract Fillable Fields (optional)
- Custom Profiles (optional)
Action
Write
- Source File URL
  Required
- OCR Language (optional)
- File Name (optional)
- Custom Profiles (optional)
Action
Write
- Source File URL
  Required
- Operation Type
  Required
- OCR Language for auto-rotate (optional)
- Page Numbers (optional)
- Custom Profiles (optional)
Action
Write
- Source File URL (optional)
- Text Annotations (fill at least one)
- Image Embeds (fill at least one)
- Fillable Form Fields (fill at least one)
- File Name (optional)
- Allow Empty Text and Image Objects (optional)
- Auto-trim Input Values (optional)
- Template Data (optional)
- Custom Profiles (optional)
Action
Write
- Source File URL
  Required
- Operation Mode (optional)
- Owner Password (fill at least one for Remove Security)
- User Password (fill at least one for Remove Security)
- Encryption Algorithm (optional)
- Allow Printing (optional)
- Define Printing Quality (optional)
- Enable Document Assembly (optional)
- Enable Content Copying (optional)
- Enable Content Copying for Accessibility (optional)
- Enable Document Modification (optional)
- Enable Form Field Filling (optional)
- Enable Commenting (optional)
- File Name (optional)
- Custom Profiles (optional)
Action
Write
- Source File URL
  Required
- Text to Locate
  Required
- Replacement Text
  Required
- Target Pages
- Enable Regular Expressions (optional)
- Case-Sensitive Search (optional)
- Replacement Limit (optional)
- Custom Profiles (optional)
Action
Write
- Source File URL
  Required
- Search Query
  Required
- Enable Regular Expressions (optional)
- Page Range (optional)
- Custom Profiles (optional)
Action
Write
- Source File URL
  Required
- Barcode Search String
  Required
- Exclude Pages with Identified Barcodes (optional)
- File Name (optional)
- Custom Profiles (optional)
Action
Write

- Data Set
  Required
Trigger
Instant
Try It
- Data Set
  Required
Trigger
Instant
Try It
- Workflow
Trigger
Instant
Try It
- Workflow
- Task
Trigger
Instant
Try It
- Workflow
  Required
Action
Write
- Data Set
  Required
- Data Set Record
  Required
Action
Write
- Data Set
  Required
- Data Set Record
  Required
Action
Write
- Data Set
  Required
Action
Search
- Data Set
  Required
Action
Search or write
- Barcode Value
  Required
- Barcode Type
  Required
- Source File URL (optional)
- X Co-ordinate
  Required
- Y Co-ordinate
  Required
- Pages (optional)
- Custom Profiles
- Advance Options
Action
Write
- Source File URL
  Required
- Image URL
  Required
- X Co-ordinate
  Required
- Y Co-ordinate
  Required
- Width
- Height
- Pages
- Advance Options
Action
Write
- Message
- Source File URL
  Required
- Custom Fields
- Line Item Structure
Action
Write
- Source File URL
  Required
- Barcode Type to Read (optional)
- Pages (optional)
- Custom Profiles (optional)
Action
Write
- Output Format
  Required
- Source File URL
  Required
- Page Selection (optional)
- File Name (optional)
- OCR Language for Scanned Documents (optional)
- Extraction Region (optional)
- Enable Line Grouping (optional)
- Unwrap (optional)
- Define Custom Profiles (optional)
Action
Write
- Source File URL
  Required
- Custom Classification Rules (optional)
- CSV Rules URL (optional)
- Enable Case Sensitive Custom Rules (optional)
- Custom Profiles (optional)
Action
Write
- Message
- Sender Email
  Required
- Recipient Email
  Required
- Email Subject
  Required
- SMTP Server
  Required
- SMTP Server Port
  Required
- SMTP Username
  Required
- SMTP Password
  Required
- CC (optional)
- BCC (optional)
- Email Body (Plain Text) (optional)
- Email Body (HTML) (optional)
- Attachment URLs (optional)
- Custom Profiles (optional)
Action
Write
- Input Type
  Required
- Page Orientation (optional)
- Page Size (optional)
- Custom Page Size (optional)
- Custom Margins (optional)
- Render Page Background (optional)
- Media Type (optional)
- Do not wait until full page load (optional)
- File Name (optional)
- Custom Profiles (optional)
Action
Write
- Source File URL
  Required
- Automatically Convert Non-PDF Files (optional)
- File Name (optional)
- Custom Profiles (optional)
Action
Write
- Source File URL
  Required
- File Name (optional)
- Custom Profiles (optional)
Action
Write
- Source File URL
  Required
- Custom Profiles (optional)
Action
Write
- Source File URL
  Required
- Deletion Mode
- Custom Profiles (optional)
Action
Write
- Source File URL
  Required
- Text to Locate
  Required
- Replacement Image URL
  Required
- Pages (optional)
- Enable Regular Expressions (optional)
- Case-Sensitive Search (optional)
- Custom Profiles (optional)
Action
Write
- Source File URL
  Required
- Page Numbers/Ranges
  Required
- File Name (optional)
- Custom Profiles (optional)
Action
Write
- Source File URL
  Required
- Text Search String
  Required
- Enable Case-Sensitive Search (optional)
- Enable Regular Expression Search (optional)
- Exclude Pages with Identified Text (optional)
- OCR Language (optional)
- File Name (optional)
- Custom Profiles (optional)
Action
Write

About PDF.co

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

Learn moreLearn moreHelpHelp

Related categories

Documents

About Process Street

Process Street is a Compliance Operations platform that lets non-technical teams create powerful, API-driven workflows with built-in enforcement and proof.

Learn moreLearn moreHelpHelp

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