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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 "Update Change Order Status" from Portal.io.

Add your action

An action happens after the trigger—such as "Add Barcode to PDF" in PDF.co.

You’re connected!

Zapier seamlessly connects Portal.io and PDF.co, 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.

- Proposal Status
Trigger
Instant
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Update Order Status
Triggers when an order status change.
Trigger
Instant
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- Proposal Status
Trigger
Instant
Try It
- 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
- Source File URL
  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

Contact Modification
Triggers when a contact updated.
Trigger
Instant
Try It
Update Payment Status
Triggers when a payment status change.
Trigger
Instant
Try It
- 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
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
- Text to Search and Remove
  Required
- Enable Regular Expressions (optional)
- Case-Sensitive Search (optional)
- Pages (optional)
- 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

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Customers who say using Zapier has made them better at their job

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect Portal.io 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.

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.

Learn how to automate PDF.co on the Zapier blog

Make work flow with AI

Level up your Portal.io to PDF.co integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Portal.io

Portal is a service for professional installers. It aggregates industry product data and pricing, allowing pros to easily build proposals, collect customer payments and send purchase orders to suppliers.

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Related categories

Proposal & Invoice Management

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.