Streak + PDF.co Integrations
How to connect Streak + PDF.co
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PipelineRequired
Only trigger when a Box is moved out of this Pipeline.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Stage
Only trigger if this box is in a particular stage.
Field
Only trigger if a specific field in a box is updated.
PipelineRequired
Only trigger when a Field on a Box is edited in this Pipeline.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.PipelineRequired
Only trigger when a comment is made on a box in this pipeline.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.PipelineRequired
Only trigger when a new box is in this pipeline.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.PipelineRequired
Only trigger when a Task is completed in a Box on in this Pipeline.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.PipelineRequired
Only trigger when a Task is due on a Box in this Pipeline.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Box KeyRequired
The box this organization will belong to.
Organization NameRequired
The name of the organization.
Website(s)Required
Organization's website.
Industry
Phone Number(s)
Address(es)
Employee Count
Logo URL
Twitter Handle
Facebook Handle
LinkedIn Handle
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Box Name or KeyRequired
Either the name of the box to edit (case sensitive), or the key.
Pipeline
If box name is used, only update the box on this pipeline.
MessageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Box Name or KeyRequired
Either the name of the box to edit (case sensitive), or the key of the box.
Pipeline
Name
New name of the box (leave empty to not change).
Note
Notes field on the Box (leave empty to not change).
Assigned To
Assign this to yourself or someone on your team. The assigned user will be need to have access to the pipeline.
If left blank, the assignee will not change.
Gmail Thread Id
This will attach the Gmail Thread to this box. Beware that this ID is scoped to a single users inbox and that user should be the same user using this action.
Create Tag and Dropdown Options
If set to Yes, we will create new tag and dropdown options based on the input given. These options will appear in your pipeline. If set to No, anything that does not match a current tag or dropdown option will be ignored and no new options will be created.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.File KeyRequired
The key of the file you'd like to retrieve.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Pipeline
If box name is used, only update the box on this pipeline.
Box Name or KeysRequired
Box to link other boxes to. Either the name of the box (case sensitive) or the key.
Box Names or KeysRequired
A list of box names or keys to link to the first box.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact KeyRequired
The key of the contact you'd like to update.
First Name
First name of updated contact.
Last Name
Last name of updated contact.
Email Address(es)
The only email addresses associated with the contact will be the ones you include here; make sure to include any previously associated addresses as well as the new one(s).
Title
The title of the updated contact.
Twitter
The Twitter handle of the updated contact.
Facebook
The Facebook link of the updated contact.
LinkedIn
The LinkedIn url for the updated contact.
Photo (Url)
A url for the photo of the updated contact.
Phone Numbers
The only phone numbers associated with the contact will be the ones you include here; make sure to include any previously associated numbers as well as the new one(s).
Address(es)
The only addresses associated with the contact will be the ones you include here; make sure to include any previously associated addresses as well as the new one(s).
Other
Any other notes or information you'd like to include about the contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Exact Search
Exact box name or key. You must provide either a key/name or a query; you can not provide both.
Search Query
Not an exact search. Searches the contents of a box. You must provide either a key/name or a query; you can not provide both. Not for use with the create-if-not-existing option.
Pipelines
List of the pipelines to search on. If no pipelines are specified, it will default to all pipelines. Only applicable for a Search Query.
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganization or Box Key
If given a box key, this search will returns the first organization or the first starred organization from the specified box. If given an organization key, this search will return the details of the specified organization. You must provide either a key or a query; you can not provide both.
Search Query
Your search query should be unique to the organization – website, phone number, or street address are great options.
Team
The team on which to search for the organization. If left blank, all teams will be searched.
ActionThis is an event a Zap performs.SearchFind existing data in your appPipelines
List of the pipelines to search on. If no pipelines are specified, it will default to all pipelines.
Search Query
Search for the contents of a box (not to be used with search by name or search and create).
NameRequired
The name of the box.
PipelineRequired
The pipeline this box is found under.
Assigned To
Set this value to the email address you want to make the box automatically assigned to. If you leave this blank, then the assigned to gets set as the person who creates the box.
Notes
The box notes.
GmailThreadID
The Gmail thread ID. This will automatically create the box and add the specified Gmail thread to the newly created box. Beware that this ID is scoped to a single users inbox and that user should be the same user using this action.
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
Url to the source PDF, PNG, JPG, TIFF or
filetoken://..link from PDF.co Files storage. If you use G Drive, Dropbox or another then the link should be accessible without password.Barcode type to read
Pages to read from
Comma-separated list of page indices (or ranges) to process. Leave empty for all pages. First page is 0 (zero)! Example: “0,2-5,7-”.
Password
PDF document password. Leave empty for unprotected documents. You can also use user-controlled data encryption with
AESencryption/decryption viaProfilesfield.Async Job Check IntervalRequired
(Advanced): Adjust async job check interval (in seconds). Increase for longer jobs, decrease for fast jobs.
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.Output FormatRequired
Select Output Format
PDF URLRequired
Url to the source PDF document or
filetoken://..link from PDF.co Files storage. If you use G Drive, Dropbox or another then the link should be accessible without password.Pages
Comma-separated list of page indices (or ranges) to process. Leave empty for all pages. First page is 0 (zero). Example: "0,1-2,5-".
Password
PDF document password. Leave empty for unprotected documents. You can also use user-controlled data encryption with
AESencryption/decryption viaProfilesfield.Name
Output file name.
Inline output
Set to
trueto return extracted content right away asbodyvariable. By default a link to output file will be returned inurlvariable.OCR Language
Sets OCR (Optical Character Recognition) language to be used for extracting text from scanned PDF, PNG, JPG documents. English is default.
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.Async Job Check IntervalRequired
(Advanced): Adjust async job check interval (in seconds). Increase for longer jobs, decrease for fast jobs.
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.Input URLRequired
Url to the input PDF document,
filetoken://..link for PDF.co File Storage. If you use G Drive, Dropbox or similar then the link should be accessible without password.Password
PDF document password. Leave empty for unprotected documents. You can also use user-controlled data encryption with
AESencryption/decryption viaProfilesfield.Async Job Check IntervalRequired
(Advanced): Adjust async job check interval (in seconds). Increase for longer jobs, decrease for fast jobs.
Custom Profiles
Custom profiles (if any). You can set a custom config here. Check sample custom profiles here.
Set custom rules
Optionally define classification rules in CSV format. Every row comes in this form:
classname,logic,keyword1,keyword2. Example:Amazon,AND,Amazon AWS,AWS Invoice. Check this page for more instructions.Load custom rules from CSV via url
Link to CSV with custom classification rules. Every row comes in this form:
classname,logic,keyword1,keyword2. Example:Amazon,AND,Amazon AWS,AWS Invoice. Check this page for more instructions.Case Sensitive Custom Rules Enabled
Defines if keywords in rules are case sensitive or not
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.From email addressRequired
From email address. To find how to get SMTP configuration please check this page
To email addressRequired
To email address. To find how to get SMTP configuration please check this page
SubjectRequired
Subject for email to send. To find how to get SMTP configuration please check this page
CC
CC for email to send. To find how to get SMTP configuration please check this page
BCC
BCC for email to send. To find how to get SMTP configuration please check this page
bodytext
Plain text body for email to send. To find how to get SMTP configuration please check this page
bodyhtml
HTML text body for email to send. To find how to get SMTP configuration please check this page
SMTP serverRequired
Smtp server address. To find how to get SMTP configuration please check this page
SMTP server portRequired
Smtp server port. To find how to get SMTP configuration please check this page
SMTP usernameRequired
Smtp server password. To find how to get SMTP configuration please check this page
SMTP passwordRequired
Smtp server password. To find how to get SMTP configuration please check this page
Attachments to include from links to PDFs, documents or images
The comma-separated list of links to add as attachments (PDFs, documents, spreadsheets, images).
Async Job Check IntervalRequired
(Advanced): Adjust async job check interval (in seconds). Increase for longer jobs, decrease for fast jobs.
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.HTML Template Id (optional)
Set ID of your Html template (a number). Find the ID at PDF.co HTML templates page or set to
1to use built-in HTML template.Input HTML or URL to convert (optional)
Or enter HTML or URL to convert from.
To generate large HTML files enable not to wait for full load or use a custom API call with a background job based approach.
Page Orientation
Select PDF page orientation.
Page Size
Select PDF paper size. To set a custom paper size please use
Override Paper Sizefield below.Page Size Override
Use this field to override PDF paper size as
width heightformat. You can addpx,mmorin(inches). Example:200 300,200px 300px,200mm 300mm,20cm 30cmor6in 8in.Margins Override
Override default margins with custo values (the order is
top right bottom left). You can als set all margins:10px,5mm,5infor all sides.Print Background
Set to
falseto disable printing of background.MediaType to use
Set to
screento use screen for HTML to PDF orprintto convert as for printing (default).Do not wait until full page load
Set to
trueto skip waiting for a full load. Useful to speed up conversion of dynamic pages with dynamic video or data.HTML Template Data (for HTML templates)
Set JSON or CSV for input data.
Name
Base file name for new PDF files.
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.Async Job Check IntervalRequired
(Advanced): Adjust async job check interval (in seconds). Increase for longer jobs, decrease for fast jobs.
Custom Profiles
Custom profiles (if any). You can set a custom config to inject javascript, to adjust HTML etc. You can also encrypt output PDF with user-controlled data encryption. Check the collection of sample custom profiles here.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.List of links to source PDFs, documents or imagesRequired
The comma-separated list of links to PDFs, documents, spreadsheets, images. Enable
Auto-convertoption to support non-PDF files. Supports links to external sites,filetoken://..from PDF.co Files storage and links to G Drive, Dropbox and other services. Links should be accessible without password. For password protected PDF files, use PDF Security module first to unlock input pdf.Auto-convert non-PDF files
Auto-convert doc, docx, xls, jpg, png, msg, eml to pdf before merging. Important: uses
pdf/merge2endpoint for non-pdf files and consumes more credits.Name
File name for output PDF.
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.Async Job Check IntervalRequired
(Advanced): Adjust async job check interval (in seconds). Increase for longer jobs, decrease for fast jobs.
Custom Profiles
Custom profiles (if any). You can set a custom config here. Check sample custom profiles here.
Password
PDF document password. Leave empty for unprotected documents. You can also use user-controlled data encryption with
AESencryption/decryption viaProfilesfield.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Input PDF URLRequired
Url to the source PDF document or
filetoken://..link from PDF.co Files storage. If you use G Drive, Dropbox or another then the link should be accessible without password.Name
File name for output PDF.
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.Password
PDF document password. Leave empty for unprotected documents. You can also use user-controlled data encryption with
AESencryption/decryption viaProfilesfield.Async Job Check IntervalRequired
(Advanced): Adjust async job check interval (in seconds). Increase for longer jobs, decrease for fast jobs.
Custom Profiles
Custom profiles (if any). You can adjust compression options using this parameter. Check sample compression configurations here.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.InputRequired
Url to the input PDF document,
filetoken://..link for PDF.co File or leave blank to create new PDF. If you use G Drive, Dropbox or another then the link should be accessible without password.Password
PDF document password. Leave empty for unprotected documents. You can also use user-controlled data encryption with
AESencryption/decryption viaProfilesfield.Async Job Check IntervalRequired
(Advanced): Adjust async job check interval (in seconds). Increase for longer jobs, decrease for fast jobs.
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.Direct link to source PDFRequired
Url to the source PDF document or
filetoken://..link from PDF.co Files storage. If you use G Drive, Dropbox or another then the link should be accessible without password.Text to Search
Enter text to search and delete inside PDF. Maximum search and delete limit is five.
Use Regular Expressions
Enable regular expressions. For example, to find SSN use
[0-9]{3}-[0-9]{2}-[0-9]{4}.Case Sensitive?
Is Search Case Sensitive?
Pages
Optionally set which pages to search in. Set comma-separated list of page indices (or ranges) to split to. First page is 0 (zero). Example: "0,1-5,7-".
Password
PDF document password. Leave empty for unprotected documents. You can also use user-controlled data encryption with
AESencryption/decryption viaProfilesfield.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.Async Job Check IntervalRequired
(Advanced): Adjust async job check interval (in seconds). Increase for longer jobs, decrease for fast jobs.
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.Direct link to source PDFRequired
Url to the source PDF document or
filetoken://..link from PDF.co Files storage. If you use G Drive, Dropbox or another then the link should be accessible without password.Text to Search
Enter text to search inside PDF.
Replace Image Url
URL of Image to be inserted as a text replacement.
Use Regular Expressions
Enable regular expressions. For example, to find SSN use
[0-9]{3}-[0-9]{2}-[0-9]{4}.Case Sensitive?
Is Search Case Sensitive?
Pages
Optionally set which pages to search in. Set comma-separated list of page indices (or ranges) to split to. First page is 0 (zero). Example: "0,1-5,7-".
Password
PDF document password. Leave empty for unprotected documents. You can also use user-controlled data encryption with
AESencryption/decryption viaProfilesfield.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.Async Job Check IntervalRequired
(Advanced): Adjust async job check interval (in seconds). Increase for longer jobs, decrease for fast jobs.
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.PDF URLRequired
Url to the source PDF document or
filetoken://..link from PDF.co Files storage. If you use G Drive, Dropbox or another then the link should be accessible without password.PagesRequired
Comma-separated list of page indices (or ranges) to split into. First page is 1 (one). Example: "1,2-5,7-". Special cases: to extract each page into separate PDF use to
*.Password
PDF document password. Leave empty for unprotected documents. You can also use user-controlled data encryption with
AESencryption/decryption viaProfilesfield.Name
Base file name for new PDF files.
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.Async Job Check IntervalRequired
(Advanced): Adjust async job check interval (in seconds). Increase for longer jobs, decrease for fast jobs.
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.PDF URLRequired
Url to the source PDF document or
filetoken://..link from PDF.co Files storage. If you use G Drive, Dropbox or another then the link should be accessible without password.Text To SearchRequired
Text to search for on pages.
Case Sensitive
Set to True to enable case sensitive search. False by default.
Use Regular Expressions
Set to True to enable regular expressions for search string. False by default.
Exclude Pages With Found Text
Set to True if you want to exclude pages where text was found. False by default.
OCR Language
Change OCR (Optical Character Recognition) language to be used when searching text inside scanned PDF. English is default.
Password
PDF document password. Leave empty for unprotected documents. You can also use user-controlled data encryption with
AESencryption/decryption viaProfilesfield.Name
Base output file name for new PDF files.
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.Async Job Check IntervalRequired
(Advanced): Adjust async job check interval (in seconds). Increase for longer jobs, decrease for fast jobs.
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.
Stage
Only trigger boxes as they enter a certain stage.
PipelineRequired
Only trigger when a box changes stage in this pipeline.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.PipelineRequired
Only trigger when the received counter changes on a Box in this Pipeline.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.PipelineRequired
Only trigger on Tasks made on Boxes in this Pipeline.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Box KeyRequired
The box the contact will be added to.
Contact EmailRequired
The email address(es) of a contact who will be added to the box.
Contact First Name
The first name of a contact who will be added to the box.
Title
Contact's position/title.
Contact Last Name
The last name of a contact who will be added to the box.
Phone Number(s)
The phone number(s) associate with this contact.
Twitter
Contact's Twitter handle.
Facebook
Contact's Facebook page.
LinkedIn
Contact's LinkedIn page.
Address
Contact's address(es).
Contact Notes
Notes specific to the contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PipelineRequired
The pipeline this box is found under.
NameRequired
The name of the box.
Assigned To
Assign this to yourself or someone on your team. The assigned user will be need to have access to the pipeline.
If left blank, this will be assigned to you.
Notes
The box notes.
GmailThreadID
The Gmail thread ID. This will automatically create the box and add the specified Gmail thread to the newly created box. Beware that this ID is scoped to a single users inbox and that user should be the same user using this action.
Create Tag and Dropdown Options
If set to Yes, we will create new tag and dropdown options based on the input given. These options will appear in your pipeline. If set to No, anything that does not match a current tag or dropdown option will be ignored and no new options will be created.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Box Name or KeyRequired
Either the name of the box to edit (case sensitive), or the key.
Pipeline
If box name is used, only update the box on this pipeline.
TextRequired
Label for the task.
Due Date
Time that the task is due.
Assign To
Assign this to yourself or someone on your team. The assigned user will be need to have access to the pipeline.
If left blank, this will be assigned to you.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Assign To
Assign this to yourself or someone on your team. The assigned user will be need to have access to the pipeline.
If left blank, the assignee will not change.
Box Key
The box of the key you'd like to edit tasks on. You must also provide task text with this option, and may not provide a task key.
Task Text
The text of the task you'd like to edit. Task text is case sensitive and must be used with a box key. Do not provide a task key.
Task Key
The specific task key you'd like to update. Do not provide a box key or task text if you are providing a task key.
Completed
Due Date
Leave blank to not change.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Thread KeyRequired
The thread key for the contents you'd like to retrieve.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Box KeyRequired
A box key is its unique ID (not its name). You will likely need to get this key from a previous step.
Meeting TypeRequired
Meeting or call?
Start TimeRequired
Start time for the meeting or call.
End Time
End time for the meeting or call.
Notes
Meeting/Call Log Notes.
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 Streak are located here https://www.streak.com/api/
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.Contact or Box Key
If given a box key, this search will returns the first contact or the first starred contact from the specified box. If given a contact key, this search will return the details of the specified contact. You must provide either a key or a query; you can not provide both.
Search Query
Your search query should be unique to the user -- email address, phone number, or street address are great options. You must provide either a key or a query; you can not provide both.
Teams
List of teams to search on. If no teams are specified, it will default to all teams. Only applicable for use with Search Queries.
ActionThis is an event a Zap performs.SearchFind existing data in your appExact Search
Exact box name or key. You must provide either a key/name or a query; you can not provide both.
Search Query
Not an exact search. Searches the contents of a box. You must provide either a key/name or a query; you can not provide both. Not for use with the create-if-not-existing option.
Pipelines
List of the pipelines to search on. If no pipelines are specified, it will default to all pipelines. Only applicable for a Search Query.
PipelineRequired
The pipeline this box is found under.
NameRequired
The name of the box.
Assigned To
Set this value to the email address you want to make the box automatically assigned to. If you leave this blank, then the assigned to gets set as the person who creates the box.
Notes
The box notes.
GmailThreadID
The Gmail thread ID. This will automatically create the box and add the specified Gmail thread to the newly created box. Beware that this ID is scoped to a single users inbox and that user should be the same user using this action.
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
value to be encoded into barcode
Barcode type to generate
Barcode type to use (QR Code is generated by default).
Generate output as datauri inline url
Set to
trueto generate inline image url that you can set as a source for images in html or email. These embedded images work without Internet required.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.Custom Profiles
Custom profiles (if any). You can set a custom config here. Check sample custom profiles here. You can also use user-controlled data encryption to encrypt output file.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Input TypeRequired
Select input type. For advanced options and html templates support, please use a separate
HTML To PDFmodule instead.InputRequired
Input. Set it based on the selected
Input Type. If you use G Drive, Dropbox or another then the link should be accessible without password.Name
Output PDF file name.
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.Async Job Check IntervalRequired
(Advanced): Adjust async job check interval (in seconds). Increase for longer jobs, decrease for fast jobs.
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.PDF.co API EndpointRequired
PDF.co API endpoint. Select endpoint or switch into the
Customand type endpoint path. For details please check PDF.co API Docs.URL input parameter override
Overrides
urlinput param forInput JSONbelow. Can be an a link,filetoken://(for files stored in PDF.co Files). Some API endpoints may also accept multiple links separated by comma (check API docs for more details). You can also use links documents in Google Docs, G Drive, Dropbox (these links be accessible without a password or login).Input JSON
Input JSON with parameters as input. For source code samples please check PDF.co API Docs
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.Async Job Check IntervalRequired
(Advanced): Adjust async job check interval (in seconds). Increase for longer jobs, decrease for fast jobs.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.InputRequired
Input source. Can be an url, link to
filetoken://(for files stored in PDF.co Files). You can also use links to documents or files at Google Drive, Google Docs Dropbox or similar services (link should be accessible without login).Template Id
ID of the document parser template. Manage your templates on this page
Password
PDF document password. Leave empty for unprotected documents. You can also use user-controlled data encryption with
AESencryption/decryption viaProfilesfield.Async Job Check IntervalRequired
(Advanced): Adjust async job check interval (in seconds). Increase for longer jobs, decrease for fast jobs.
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.PDF URLRequired
Url to the source PDF document or
filetoken://..link from PDF.co Files storage. If you use G Drive, Dropbox or another then the link should be accessible without password.Extract information about fillable fields from PDF form.
Set to
trueto extract information about current fillable fields available.Password
PDF document password. Leave empty for unprotected documents. You can also use user-controlled data encryption with
AESencryption/decryption viaProfilesfield.Async Job Check IntervalRequired
(Advanced): Adjust async job check interval (in seconds). Increase for longer jobs, decrease for fast jobs.
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.PDF URLRequired
Url to the source PDF, PNG, TIFF, JPG or
filetoken://..link from PDF.co Files storage. If you use G Drive, Dropbox or another then the link should be accessible without password.OCR Language
Sets OCR (Optical Character Recognition) language to be used for extracting text from scanned PDF, PNG, JPG documents. English is default.
Name
File name for new PDF file.
Password
PDF document password. Leave empty for unprotected documents. You can also use user-controlled data encryption with
AESencryption/decryption viaProfilesfield.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.Async Job Check IntervalRequired
(Advanced): Adjust async job check interval (in seconds). Increase for longer jobs, decrease for fast jobs.
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.Direct link to source PDFRequired
Url to the source PDF document or
filetoken://..link from PDF.co Files storage. If you use G Drive, Dropbox or another then the link should be accessible without password.ModeRequired
Select Mode for Action
Angle
Angle in degrees. Uses AI to automatically to fix rotation of pages inside scanned PDF based on text analysis. To change text language change
OCR LanguageparameterOCR Language for Auto-Rotation
Change OCR (Optical Character Recognition) language to be used when searching text inside scanned PDF. English is default.
Pages
Optionally set which pages to process. Set comma-separated list of page indices (or ranges) to split to. For
Rotate Pagesfirst page is 0 (zero), and forDelete Pagesfirst page is 1 (one). Example: "1,2-5,7-".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.Async Job Check IntervalRequired
(Advanced): Adjust async job check interval (in seconds). Increase for longer jobs, decrease for fast jobs.
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.Source PDF (optional)
Url to the input PDF document,
filetoken://..link for PDF.co File or leave blank to create new PDF. If you use G Drive, Dropbox or another then the link should be accessible without password.Text objects
Each text object should be defined as
x;y;page;textwhere;is the separator between params. Advanced version:x;y;pages;text;fontsize+bold+italic+underline+strikeout;fontname;fontcolor;link;transparent;width;height;alignment. Pages starts at0(zero), set multiple pages as comma-separated ranges like0,1-2,5,7-where7-means pages from 7th to the last one. Use dash for a range (ex.-2= from second to the last page). Use!to count page index from the last page, for example!0means the very last page,!1means penultimate page and so on. Example:20;20;0-;Sample Textor20;20;0-;Sample Text;24+bold+italic+underline+strikeout;Arial;FF0000;www.pdf.co;false;120;100;right.If you need to insert
;symbol then escape it with\like this\;.To get
XandYcoordinates in your PDF file please use PDF.co Simple PDF Viewer.Images and PDF embeds
Insert image from JPG, PNG, GIF or PDF. Each image or pdf is defined as
x;y;page;urltoimageorpdf;link;width;heightwhere;separates parameters. Page index starts at0or use page ranges:0,1-2,5,7-.7-means from 7th page to the last one. Use!to for inverted page index:!0means the very last page,!1means pennultimate page etc.Example:
20;80;0-;bytescout-com.s3-us-west-2.amazonaws.com/files/demo-files/cloud-api/pdf-edit/logo.png. Advanced example:20;80;0-;bytescout-com.s3-us-west-2.amazonaws.com/files/demo-files/cloud-api/pdf-edit/logo.png;www.pdf.co;200;200.Find
XandYcoordinates using Simple PDF Viewer. You can also usefiletoken://for images or pdf from PDF.co Files also works withdatauri. You can create datauri for a signature here or convert image to datauri here.Fillable Fields
Value to fill into a fillable field should be defined as:
page;fieldName;valueor10;10;0;some text here;14;Arialwhere;is the separator between params. View field names in pdf forms using this tool or useGet PDF Infoaction.To flatten output PDF (to turn input fields into non-editable text) use
profilesas instructed in this KB. You can also use macros to add page numbers or to use square brackets for template data, for details check this KB article.Output PDF Name
Output PDF file name
Allow empty text and image objects
Enable this to allow empty text objects and images with empty url. Enable to if you need to suppress errors on empty text or image objects.
Password
PDF document password. Leave empty for unprotected documents. You can also use user-controlled data encryption with
AESencryption/decryption viaProfilesfield.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.Async Job Check IntervalRequired
(Advanced): Adjust async job check interval (in seconds). Increase for longer jobs, decrease for fast jobs.
Template Data
Optional input data. Optional JSON data that you can reference inside annotations and fields like this:
[[variable1]]with JSON data like{ 'variable1': 'hey hey'}. Please check this KB article for more details and workaround regarding zapier restrictions on using curly brackets{{ }}for template property.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.PDF URLRequired
Url to the source PDF document or
filetoken://..link from PDF.co Files storage. If you use G Drive, Dropbox or another then the link should be accessible via link.Mode
Select Mode for Action.
Owner Password
The owner (main) password that is used for setting restrictions and encryption of a document. You can also encrypt-decrypt PDFs with user-controlled data encryption.
User Password
Optional user password that is required when viewing or printing a document. You can also encrypt-decrypt PDFs with user-controlled data encryption.
Encryption Level
Encryption Algorithm to be used for PDF built-in encryption. AES-128 or higher is recommended. You can also encrypt-decrypt PDFs with user-controlled data encryption.
Printing
Allow or prohibit printing PDF document. Note: this restriction applies when
userPassword(if any) is entered. This restriction does not apply if user entersOwner Password.Printing Quality
Allowed printing quality. Note: this restriction applies when
userPassword(if any) is entered. This restriction does not apply if user entersOwner Password.Document Assembly
Allow or prohibit assembling the document. Note: this restriction applies when
userPassword(if any) is entered. This restriction does not apply if user entersOwner Password.Content Copying
Allow or prohibit copying content from PDF document. Note: this restriction applies when
userPassword(if any) is entered. This restriction does not apply if user entersOwner Password.Content copying for Accessibility
Allow or prohibit content extraction for accessibility needs. Note: this restriction applies when
userPassword(if any) is entered. This restriction does not apply if user entersOwner Password.Modify Document
Allow or prohibit modification of PDF document. Note: this restriction applies when
userPassword(if any) is entered. This restriction does not apply if user entersOwner Password.Filling of form fields
Allow or prohibit filling of interactive form fields (including signature fields) in PDF document. Note: this restriction applies when
userPassword(if any) is entered. This restriction does not apply if user entersOwner Password.Commenting
Allow or prohibit interacting with text annotations and forms in PDF document. Note: this restriction applies when
userPassword(if any) is entered. This restriction does not apply if user entersOwner Password.Name
Base file name for new PDF files.
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.Async Job Check IntervalRequired
(Advanced): Adjust async job check interval (in seconds). Increase for longer jobs, decrease for fast jobs.
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.Direct link to source PDFRequired
Url to the source PDF document or
filetoken://..link from PDF.co Files storage. If you use G Drive, Dropbox or another then the link should be accessible without password.Text to Search
Enter text to search inside PDF. Maximum search and replacement limit is five.
Text to Replace With
Enter text to replace with.
Note: search text and replace text will be replaced in the order of entry. Also make sure to enter the exact number of search and replacement text.
Use Regular Expressions
Enable regular expressions. For example, to find SSN use
[0-9]{3}-[0-9]{2}-[0-9]{4}.Case Sensitive?
Is Search Case Sensitive?
Pages
Optionally set which pages to search in. Set comma-separated list of page indices (or ranges) to split to. First page is 0 (zero). Example: "0,1-5,7-".
Password
PDF document password. Leave empty for unprotected documents. You can also use user-controlled data encryption with
AESencryption/decryption viaProfilesfield.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.Async Job Check IntervalRequired
(Advanced): Adjust async job check interval (in seconds). Increase for longer jobs, decrease for fast jobs.
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.Direct link to source PDFRequired
Url to the source PDF document or
filetoken://..link from PDF.co Files storage. If you use G Drive, Dropbox or another then the link should be accessible without password.Text to searchRequired
Enter text to search inside PDF.
Use Regular Expressions
Enable regular expressions. For example, to find SSN use
[0-9]{3}-[0-9]{2}-[0-9]{4}.Pages
Optionally set which pages to search in. Set comma-separated list of page indices (or ranges) to split to. First page is 1 (one). Example: "1,2-5,7-".
Password
PDF document password. Leave empty for unprotected documents. You can also use user-controlled data encryption with
AESencryption/decryption viaProfilesfield.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.Async Job Check IntervalRequired
(Advanced): Adjust async job check interval (in seconds). Increase for longer jobs, decrease for fast jobs.
Custom Profiles
Custom profiles (if any). You can set a custom config here. Check sample custom profiles here.
Flatten Output
Make output data as a single list for easier re-use
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PDF URLRequired
Url to the source PDF document or
filetoken://..link from PDF.co Files storage. If you use G Drive, Dropbox or another then the link should be accessible without password.Barcode To SearchRequired
To search for a barcode use macros string:
[[barcode:<barcodeTypesSeparatedByComma> <barcodeValue>]]. Example:[[barcode:qrcode]]. Visit documentation for more information.Exclude Pages With Found Barcode
Set to True if you want to exclude pages where barcode was found. False by default.
Password
PDF document password. Leave empty for unprotected documents. You can also use user-controlled data encryption with
AESencryption/decryption viaProfilesfield.Name
Base output file name for new PDF files.
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.Async Job Check IntervalRequired
(Advanced): Adjust async job check interval (in seconds). Increase for longer jobs, decrease for fast jobs.
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.
How Streak + PDF.co Integrations Work
- Step 1: Authenticate Streak 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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