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DynamicPDF API Make integrationAutomate DynamicPDF API with Make.
Need PDFs built and read by your automations, without writing code? The DynamicPDF API Make integration gives you 10 action modules: create PDFs and reports, pull text and metadata, turn pages into images. This page shows how to connect your key and build a first scenario.
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What does the DynamicPDF API Make integration let you automate?
The DynamicPDF API Make integration links your DynamicPDF API account to Make, so a scenario (the automation you build, a chain of modules) can create PDF files and read what is inside existing ones. Each module is one brick of that chain, and all ten here are actions: something else has to start the scenario.
Documents that write themselves. An order or a signed form lands in another tool, and Create PDF (pdf json) or Create Report (dlex-layout DlexPath) turns that data into a PDF, which the next module can send or store.
PDFs you can search. A supplier sends a document, Get PDF text (pdf-text) extracts the words, and a later module files them in a sheet or a CRM. Get PDF security info (pdf-security-info) tells you, before any of that, whether the file is protected.
Pages turned into pictures. Rasterize PDF (pdf-image) renders a PDF as an image for a preview, and Get image metadata (image-info) describes an image file.
What Make does not do here: the app has no trigger, no Make an API Call module, and the Make documentation gives no description for any module, so open each module and read its fields before you count on it. If you are weighing tools, the n8n vs Make comparison lays out the criteria, the Make pricing page explains how operations are counted, and Make training covers the editor from the ground up.
How do you connect DynamicPDF API to Make?
- 01
Open the connection window
Add any DynamicPDF API module to your scenario, then click Create a connection. A connection is your DynamicPDF API account linked to Make once, and every module of the app reuses it afterward.
- 02
Name it and paste your key
Give the connection a name if you like, for example the workspace it belongs to. Then paste the API key from your DynamicPDF API account. Without an active account and a key, Make has nothing to connect to.
- 03
Save and check the fields
Click Save. Make returns to the module, which now shows its fields. If the key is wrong, this is where the connection fails, so fix it here before you build the rest of the scenario.
Your first scenario with DynamicPDF API
GoalWhen another app hands Make a PDF, DynamicPDF API first checks whether the file is protected, then pulls its text for the next step.
- 01
Create the scenario
On the Scenarios page, create a new scenario and click the +. Since DynamicPDF API has no trigger, pick the module of the app where your PDFs arrive as the first brick.
- 02
Add the security check
Click the + on the right of that first module, search for DynamicPDF API and choose Get PDF security info (pdf-security-info). Select your connection, or create it now, and map the file coming from the first module.
- 03
Add Get PDF text
Add Get PDF text (pdf-text) next and map the same file. Each file travels as a bundle, one item passed from a module to the next, so both steps handle one PDF at a time. A filter between the two can hold back locked files.
- 04
Test with Run once
Click Run once. Make runs the scenario a single time and lets you open the bundles each module received, so you can read the extracted text before going further.
- 05
Schedule and switch on
Set the schedule on the first module, every 15 minutes by default, then switch the scenario on. Each module that runs on a bundle counts as one operation on your Make plan.
What each DynamicPDF API module does in Make
DynamicPDF API gives you 10 modules. For each one: what it does for you, when to reach for it, and what to watch out for.
Modules index
Create PDF (pdf json)
ActionIn the docs onlyYou get a new PDF built from instructions your scenario sends to DynamicPDF API. The "json" in its name says those instructions go out as structured data, so reach for it when everything the PDF needs already sits in earlier modules.
Create PDF (pdf multipart-form)
ActionIn the docs onlyAnother PDF comes out of this module, but its name says the request travels as a multipart form rather than as JSON. That variant is worth a look when your inputs are files coming from earlier modules rather than plain data.
Create Report (dlex-layout DlexPath)
ActionIn the docs onlyA finished report lands in your scenario, built on a layout, which the module name calls a DLEX layout. Judging by that name, this variant points to the layout through a path rather than sending it, which suits a template you reuse.
Create Report (dlex-layout form)
ActionIn the docs onlyYour scenario receives a report built on a DLEX layout here too, but the name suggests the layout goes out as a form upload with the request. That makes it the option when the template lives in another tool rather than in your DynamicPDF API account.
Get PDF Metadata (pdf-info)
ActionIn the docs onlyYour scenario learns the basic facts stored in a PDF, which lets later modules route the file without opening it. As its name says, it returns metadata, not the page content, which is often all a sorting step needs.
Get PDF XMP metadata (pdf-xmp)
ActionIn the docs onlyThe XMP metadata of a PDF lands in your bundle: a second set of descriptive data that some tools write into the file. Choose it over Get PDF Metadata when the details you need were written by publishing or archiving software.
Get PDF security info (pdf-security-info)
ActionIn the docs onlyA clear view of the security settings of a PDF reaches you before your scenario tries to read or change it. That check keeps a protected file from breaking the steps that come after it.
Get PDF text (pdf-text)
ActionIn the docs onlyYou get the words inside a PDF as text your next modules can search, copy into a sheet or send to a CRM. It is the module to pick when the content matters more than the file itself.
Get image metadata (image-info)
ActionIn the docs onlyImage details reach your scenario with this one: it reads the metadata of a picture rather than a PDF, as its name states. It fits scenarios that check visuals before they go into a document built by one of the Create modules.
Rasterize PDF (pdf-image)
ActionIn the docs onlyPictures of your PDF pages are what you end up with: rasterizing means turning pages into images, so any app can display the document. Use it when the receiving tool shows images but cannot open a PDF.
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