Resources · Make integration

DocCrafter Make integrationAutomate DocCrafter with Make.

Can Make take care of your PDFs without a single line of code? The DocCrafter Make integration gives ops and admin teams 21 action modules to convert, split, merge, protect and read documents. This guide connects your account and walks you through a first scenario.

Try the DocCrafter integration on MakeSee the 21 modules

Verified Trustpilot reviews · AI, automation & growth agency

What you can automate

What can the DocCrafter Make integration do for your documents?

The DocCrafter Make integration lets a Make scenario (the automation you build, a chain of steps) hand files to DocCrafter and get the result back: a PDF built from HTML or a web page, a lighter or encrypted file, text read from a scan, a barcode. Each step is a module, one brick of the scenario, and DocCrafter only brings action modules.

Send clean PDFs from raw data. A booking or form tool produces HTML, Convert HTML to PDF turns it into a document, and Compress a PDF keeps the attachment light before it goes out by email.

Read what arrives on paper. Supplier invoices come in as scans: Extract Text from PDF (Compatible for PDF with Images) pulls their text so the next module can look for an amount or a reference, and Read a QR Code picks up the code printed on them.

Cut and reassemble files. One export holds a whole batch of invoices: Split PDF by Text separates them on a heading, then Encrypt a PDF protects each part before it reaches its recipient.

What Make does not give you here is detail: Make states that its documentation for DocCrafter is limited, so the page describes each module from its name and the Make basics, and every result deserves a test with Run once. There is no trigger either; another app or a schedule has to start the scenario. If you are still choosing a platform, the n8n vs Make comparison lays out the criteria, and the Make pricing page explains how operations are counted. For hands-on learning, see the Make training.

Connect

How do you connect DocCrafter to Make?

  1. 01

    Add a DocCrafter module

    In your scenario, click the + and search for DocCrafter, then pick any module, for instance Convert HTML to PDF. The module panel opens with a Create a connection button: the connection is your DocCrafter account linked to Make once.

  2. 02

    Name the connection

    Giving it a name is optional, yet it helps once a colleague adds a second DocCrafter account. Something like the team or client it belongs to is enough to pick the right one later from the list.

  3. 03

    Authorize Make and save

    Depending on what DocCrafter asks, you either approve access on its own page or paste the key it gives you. Click Save. Every other DocCrafter module in the scenario reuses this same connection.

First scenario

Your first scenario with DocCrafter

GoalWhen another app sends new HTML content, Make turns it into a PDF with DocCrafter and compresses the file.

  1. 01

    Create the scenario

    Open the Scenarios page, create a new scenario and click the + to add the first module. Since DocCrafter has no trigger, this first module comes from the app that holds your HTML, a form or shop tool for example.

  2. 02

    Add Convert HTML to PDF

    Click the + on the right of that first module, search DocCrafter and choose Convert HTML to PDF. Click Create a connection if you have not linked your account yet.

  3. 03

    Map the HTML

    In the module fields, map the HTML coming from the previous module instead of typing fixed text. That way each bundle, one item passing from a module to the next, becomes its own PDF.

  4. 04

    Add Compress a PDF

    Click the + again, pick Compress a PDF and map the file produced by the conversion. A lighter file is easier to attach, and on the Free plan Make handles files up to 5 MB.

  5. 05

    Test with Run once

    Click Run once and open the bubble above each module to read the bundles it received. Check that the PDF looks right before going further: that is where a mapping mistake shows up.

  6. 06

    Schedule and switch it on

    Set the schedule on the first module, every 15 minutes by default, then switch the scenario on. Each module run on a bundle counts as one operation on your plan.

Modules

What each DocCrafter module does

DocCrafter gives you 21 modules. For each one: what it does for you, when to reach for it, and what to watch out for.

DocCrafter1

Add Text and Images to a PDF

ActionIn the docs only

Stamp an existing PDF with extra content without opening an editor: this module places text and images on the document, such as a reference or a logo on a quote.

When to use it
a signed quote comes back and you want to mark it with the client name taken from your CRM before filing it.
Watch out
check where the text lands on a first real file with Run once before switching the scenario on.
DocCrafter2

Compress a PDF

ActionIn the docs only

Lighter files come out of this one: Compress a PDF shrinks a document so it travels more easily to an email, a chat tool or a storage folder.

When to use it
scanned contracts are too heavy to attach, or you want to stay under the 5 MB file size that the Make Free plan accepts.
Watch out
each file you compress counts as its own operation on your plan.
DocCrafter3

Convert HTML to PDF

ActionIn the docs only

Give it HTML and you get a PDF back, a practical way to turn a template built in another tool, like an invoice or a certificate, into a document ready to send.

When to use it
your shop or form tool produces HTML that you want to archive or email as a proper PDF.
Watch out
map the HTML from the previous module rather than pasting a fixed block, or every run produces the same document.
DocCrafter4

Convert PDF Form to JSON

ActionIn the docs only

Answers typed into a fillable PDF become structured data that the next modules can map one by one, with no retyping on your side.

When to use it
clients return a completed application form by email and you want its answers in a spreadsheet or a CRM.
Watch out
open the bundle after Run once and map from what you actually see there, since Make gives no detail on the output.
DocCrafter5

Convert PDF to CSV

ActionIn the docs only

A CSV, the plain table format every spreadsheet opens, is what this module hands back from a PDF, so a sheet or a database can pick up the content.

When to use it
a supplier only sends price lists or statements as PDF and your team wants to sort and filter them.
Watch out
a PDF with merged cells or images may not come out as clean columns, so check a first result.
DocCrafter6

Convert PDF to Image

ActionIn the docs only

This module turns a PDF into an image file, handy when the place you publish to shows pictures but not documents.

When to use it
you want a preview of a brochure on a website, in a product catalog or in a team chat channel.
Watch out
Make does not say how a document with several pages comes out, so run one through Run once and look at what arrives.
DocCrafter7

Convert URL to PDF

ActionIn the docs only

Point this module at a web address and it returns a PDF copy of the page, a snapshot you keep even if the page changes afterwards.

When to use it
you want to archive the published terms, an online receipt or an offer at the moment a deal is signed.
Watch out
start your first test with a public URL, so you know what a clean result looks like before trying pages behind a login.
DocCrafter8

Convert from Excel to PDF

ActionIn the docs only

Spreadsheets become documents anyone can open: this module takes an Excel file and returns it as a PDF that nobody edits by accident.

When to use it
a quote or a report prepared in Excel by your finance team has to reach a client in a fixed format.
Watch out
the Excel file has to come from an earlier module, such as a download from your storage app, so place that module first and map its file.
DocCrafter9

Convert from HTML to Image

ActionIn the docs only

Instead of a PDF, this module renders HTML as a picture, which suits social posts, email banners or thumbnails generated from a template.

When to use it
you create a personal visual, a badge or an event pass, from the data a form collected.
Watch out
pick it over Convert HTML to PDF only when the destination needs an image; a PDF remains the better choice for anything printed or signed.
DocCrafter10

Encrypt a PDF

ActionIn the docs only

Protect a document before it leaves your hands: Encrypt a PDF adds encryption so the file cannot be opened freely by whoever receives it.

When to use it
payslips, contracts or medical forms go out by email and should stay unreadable to anyone who intercepts them.
Watch out
share the password through another channel; sending it in the same email as the file cancels the protection.
DocCrafter11

Extract Text from PDF

ActionIn the docs only

The readable text of a PDF comes out as data, ready to be searched, filtered or passed on to another tool in the scenario.

When to use it
you want to spot an order number or a client name in incoming PDFs and send each file to the right place.
Watch out
scanned pages are pictures of text; for those, use the variant built for PDFs with images.
DocCrafter12

Extract Text from PDF (Compatible for PDF with Images)

ActionIn the docs only

Scans and photographed pages get their words back with this variant, made for PDFs whose content is an image rather than selectable text.

When to use it
a supplier still sends invoices scanned from paper and you need the amount or the reference out of them.
Watch out
on a PDF that already holds selectable text, the plain Extract Text from PDF module is the simpler choice.
DocCrafter13

Extract Text from an Image

ActionIn the docs only

Photos and screenshots turn into text with this module: a receipt snapped on a phone, a shipping label, a handwritten note on a whiteboard.

When to use it
field staff drop pictures of receipts into a shared folder and you want the text in an expense sheet.
Watch out
blurry or tilted photos are harder to read, so run a few real samples through Run once before trusting the output.
DocCrafter14

Fill PDF Form

ActionIn the docs only

You keep one fillable PDF as a model and this module writes your data into it, producing a completed document for each record that reaches it.

When to use it
a new client signs up and their onboarding form or certificate should arrive already filled with their details.
Watch out
test with a record where every value is present, because an empty value upstream can leave a blank on the form.
DocCrafter15

Generate a Barcode

ActionIn the docs only

Out comes a barcode image built from the value you give it, an order number or a product reference for instance.

When to use it
you print shipping labels, event tickets or stock sheets and each one should carry a code a scanner can read.
Watch out
the module creates the code, not the document around it; pair it with Add Text and Images to a PDF to place it on a page.
DocCrafter16

Make an API Call

ActionIn the docs only

When none of the listed modules covers your need, this one calls any endpoint of the DocCrafter API with the connection you already set up.

When to use it
you spot a DocCrafter feature that has no dedicated module in Make.
Watch out
you write the request yourself, so keep the DocCrafter API reference open next to the editor; the Make documentation for this app will not guide you.
DocCrafter17

Merge PDF Files

ActionIn the docs only

Several PDFs go in and a single document comes out, handy to assemble a quote, its terms and an appendix into one file.

When to use it
a client file is built from pieces coming out of different tools and you want to send one attachment.
Watch out
map the files in the sequence you want the pages to appear, then open the merged result after Run once.
DocCrafter18

Read a Barcode

ActionIn the docs only

Feed it an image that shows a barcode and it gives you back the value encoded inside, as text you can map into the next module.

When to use it
delivery notes or product photos arrive with a barcode and you need the reference to look the item up in your stock tool.
Watch out
square QR codes have their own module, Read a QR Code; this one is for classic barcodes.
DocCrafter19

Read a QR Code

ActionIn the docs only

Whatever sits behind a QR code, often a link or an identifier, comes out as text your scenario can work with.

When to use it
attendees send a photo of their ticket, or scanned documents carry a QR code pointing to a record in another tool.
Watch out
when the code holds a web address, the next module can use it; Convert URL to PDF, for example, keeps a copy of the page it leads to.
DocCrafter20

Split PDF by Page Index

ActionIn the docs only

Cut a PDF at the pages you choose and get several smaller files back, each ready for its own folder or recipient.

When to use it
a single scan holds several documents one after the other, always in the same page positions.
Watch out
the page positions must be known in advance; if they change from one file to the next, Split PDF by Text is the safer route.
DocCrafter21

Split PDF by Text

ActionIn the docs only

Here the cut follows the content: the PDF is divided wherever a word or phrase you choose appears.

When to use it
a batch of invoices exported as one PDF starts each invoice with the same heading, like the word Invoice.
Watch out
choose text that only appears at the start of each part, because a word that also shows up in the body creates extra cuts.
Need help

Need help automating DocCrafter with Make?

A person reads every message.

FAQ

DocCrafter and Make: common questions

01Is the DocCrafter Make integration free?
Yes, on the Make side. DocCrafter is a standard app, available from the Free plan. That plan allows 2 active scenarios, a minimum of 15 minutes between two scheduled runs, 5 minutes of execution at most, files up to 5 MB and 512 MB of data transfer. Paid plans lower the interval to 1 minute, remove the cap on active scenarios and allow 40 minutes of execution. Every module run counts as one operation. Whatever DocCrafter charges for its own account is a separate matter that Make does not cover.
02What do you need to connect DocCrafter to Make?
A DocCrafter account you can sign in to, open in another tab. Make lists no specific prerequisites for this app and describes its documentation as limited, so the generic steps apply: add a DocCrafter module, click Create a connection, give it a name if you like, then approve access on the DocCrafter page or paste the key the app provides, and click Save. The connection is created once and every DocCrafter module of your scenarios reuses it.
03Does the DocCrafter Make integration start scenarios in real time?
No, because DocCrafter has no trigger module in Make, only actions. Something else has to start the scenario. You can place a trigger from another app first, a form, a mailbox or a storage folder, and the DocCrafter modules run right after it. Or you set a schedule on the first module: every 15 minutes by default, with 15 minutes as the minimum on the Free plan and 1 minute on paid plans.
04What if a DocCrafter module you need is missing in Make?
Use Make an API Call. This module reaches any endpoint of the DocCrafter API with the connection you already created, so it covers features that have no dedicated module among the 21. You will need the DocCrafter API reference to write the request, since Make itself states that its documentation for this app is limited. If a file size blocks you on the Free plan, where files are capped at 5 MB, placing Compress a PDF earlier in the scenario can help.
05Should you use Make or n8n for DocCrafter?
It depends on your criteria rather than on DocCrafter itself. In Make, DocCrafter offers 21 action modules, Make an API Call included, a visual editor and a Free plan to test with. The same app may also exist as an n8n node, so check that first if n8n is already part of your stack. Compare which tool your team picks up more easily and how each one counts usage, then build the same small test flow in both before deciding.
Same platform

Other docs you might need on this stack.

Browse all integrations