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Choose a trigger
A trigger is the event that starts your Zap—like a "Contact Created" from DocketManager.
Add your action
An action happens after the trigger—such as "Add Barcode to PDF" in PDF.co.
You’re connected!
Zapier seamlessly connects DocketManager 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.
- Contact Created
Triggers when a new Contact is Created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Customer Created
Triggers when a new Customer is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Order Placed Online
Triggers when an Online Order is placed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Payment Created
Triggers when a Payment is Created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Queue Changed
Triggers when and Order Item moves into a new Queue.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Quote Email
Triggers when a Quote Email is sent
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Supplier Created
Triggers when a new Supplier is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Sync Item
Triggers when the "Sync Item" button is clicked on the Item View page.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Task Completed
Triggers when a Task is marked as completed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Vendor Updated
Triggers when a Vendor is modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Contact IdRequired
- Text
- TypeRequired
- LabelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- External ID
- Phone
- Cell
- Email
- Billing Address Name
- Billing Address
- Billing City
- Billing Region
- Billing Country
- Billing Zip/Postal
- Shipping Address Name
- Shipping Address
- Shipping City
- Shipping Region
- Shipping Country
- Shipping Zip/Postal
- Tags
- Default Order Statuses
- Default Item Statuses
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task TextRequired
- Due Date
- Assigned ToRequired
- Created ByRequired
- Customer IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task TextRequired
- Due Date
- Assigned ToRequired
- Created ByRequired
- Order Item IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task TextRequired
- Due Date
- Assigned ToRequired
- Created ByRequired
- Order IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Quote Item IdRequired
- Text
- TypeRequired
- LabelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Quote IdRequired
- Text
- TypeRequired
- LabelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Order IdRequired
- Tracking Number
- Contact Name
- Destination Address Name
- Destination Address
- Destination City
- Destination Region
- Destination Country
- Destination Zip/Postal
- Cost
- Price
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Queue NameRequired
- Order Item IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- Update
- UpdatesRequired
- Billing
- Billing Address
- Shipping
- Shipping Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- NumberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- NumberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search ByRequired
- Customer IdRequired
- NameRequired
- Title
- Phone
- Cell
- Email
- Tags
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Barcode ValueRequired
- Barcode TypeRequired
- Source File URL (optional)
- X Co-ordinateRequired
- Y Co-ordinateRequired
- Pages (optional)
- Custom Profiles
- Advance Options
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
- Advance Options
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Message
- Source File URLRequired
- Custom Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Source File URLRequired
- Barcode Type to Read (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.- Output FormatRequired
- Source File URLRequired
- 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)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Source File 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.- Message
- 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.- Input TypeRequired
- 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)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Source File URLRequired
- Automatically Convert Non-PDF Files (optional)
- 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 File URLRequired
- 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 File URLRequired
- 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
- 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 File URLRequired
- Text to LocateRequired
- Replacement Image URLRequired
- Pages (optional)
- Enable Regular Expressions (optional)
- Case-Sensitive Search (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
- Page Numbers/RangesRequired
- 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 File URLRequired
- Text Search StringRequired
- 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)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Contact Updated
Triggers when a Contact is modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Customer Updated
Triggers when a Customer is modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Order Posted
Triggers when an Order is Posted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Proof Status Updated
Triggers when a Proof Status is Created or Changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Quote Converted
Triggers when a Quote is converted to an Order.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Shipping Email
Triggers when a Shipping Email is sent.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Supplier Updated
Triggers when a Supplier is modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Sync Order
Triggers when the "Sync Order" button is clicked on the Order View page.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Vendor Created
Triggers when a new Vendor is Created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Customer IdRequired
- NameRequired
- Title
- Phone
- Cell
- Email
- Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task TextRequired
- Due Date
- Assigned ToRequired
- Created ByRequired
- Contact IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer IdRequired
- Text
- TypeRequired
- LabelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Order Item IdRequired
- Text
- TypeRequired
- LabelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Order IdRequired
- Text
- TypeRequired
- LabelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Order IDRequired
- Created By Employee IDRequired
- Deposit TypeRequired
- Payment TypeRequired
- Reference Number
- Payment DateRequired
- Payment AmountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task TextRequired
- Due Date
- Assigned ToRequired
- Created ByRequired
- Quote Item IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task TextRequired
- Due Date
- Assigned ToRequired
- Created ByRequired
- Quote IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task TextRequired
- Due Date
- Assigned ToRequired
- Created ByRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- Updates Help
- UpdatesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- NumberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- NumberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search ByRequired
- NameRequired
- External ID
- Phone
- Cell
- Email
- Billing Address Name
- Billing Address
- Billing City
- Billing Region
- Billing Country
- Billing Zip/Postal
- Shipping Address Name
- Shipping Address
- Shipping City
- Shipping Region
- Shipping Country
- Shipping Zip/Postal
- Tags
- Default Order Statuses
- Default Item Statuses
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Source 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
- Advance Options
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Barcode ValueRequired
- Barcode Type
- Generate Inline URL (optional)
- Advance Options
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Input FormatRequired
- Source File URLRequired
- 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.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.- Source File 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.- Source File 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)
- 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 File URLRequired
- Operation TypeRequired
- 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 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)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Source File 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)
- 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 File URLRequired
- Text to LocateRequired
- Replacement TextRequired
- Target Pages
- Enable Regular Expressions (optional)
- Case-Sensitive Search (optional)
- Replacement Limit (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
- Search QueryRequired
- Enable Regular Expressions (optional)
- Page Range (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
- Barcode Search StringRequired
- Exclude Pages with Identified Barcodes (optional)
- 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.
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