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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 "New Contact Payment" from Sage Accounting.

Add your action

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

You’re connected!

Zapier seamlessly connects Sage Accounting 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.

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
Polling
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New Product
Triggers when a new product is created.
Trigger
Polling
Try It
New Sales Quote
Triggers when a new sales Quote is created.
Trigger
Polling
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New Stock Item
Triggers when a new stock item is created.
Trigger
Polling
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Updated Product
Triggers when a product is updated.
Trigger
Polling
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Updated Sales Invoice
Triggers when a sales invoice is updated.
Trigger
Polling
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Updated Service
Triggers when a service is updated.
Trigger
Polling
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- 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
- 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
- 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
- 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

New Purchase Invoice
Triggers when a new purchase invoice is created.
Trigger
Polling
Try It
Updated Contact
Triggers when an existing contact is updated.
Trigger
Polling
Try It
New Sales Invoice
Triggers when a new sales invoice is created.
Trigger
Polling
Try It
New Service
Triggers when a new service is created.
Trigger
Polling
Try It
Updated Contact Payment
Triggers when an existing contact payment is updated.
Trigger
Polling
Try It
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
Try It
Updated Stock Item
Triggers when a stock item is updated.
Trigger
Polling
Try It
- 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
- 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
- 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
- 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

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

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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.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.

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