PDF.co Make integrationAutomate PDF.co with Make.
Need PDFs created, split or read without opening a single file? The PDF.co Make integration gives you 29 modules: 27 actions and 2 searches, no trigger. This guide is for ops and back-office teams, and it takes you from the connection to a first working scenario.
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What can the PDF.co Make integration do for you?
The PDF.co Make integration lets a Make scenario (the automation you build, a chain of steps) hand your documents to PDF.co and get the result back: a PDF built from HTML or images, a file turned into CSV or JSON, a form filled in, a barcode decoded. Each step is a module, one brick of the scenario, and all 29 modules here are actions or searches.
Quotes that leave as PDFs. When a deal is marked won in your CRM, Convert HTML to PDF turns your quote template into a file and Send Email With Attachments mails it to the client. Sales stops exporting and attaching by hand.
Supplier invoices read for you. A PDF lands in a shared folder, AI Invoice Parser pulls its data out, and the next module writes it into a base; the Airtable Make integration covers that side. Document Classifier can sort mixed inbound files first, so an order never ends up in the invoice path.
Contracts locked before they go out. Merge a PDF assembles the contract and its annexes, Compress and Optimize PDF makes it lighter, and Add Password and Security into PDF protects it for the trip.
What Make does not do here: PDF.co has no trigger, so Make never watches your PDF.co account. Another app, or the schedule on the first module, has to start the scenario. The documentation gives no numeric limit for these modules, but your Make plan limits still apply, such as the 5 MB file cap on the Free plan. If n8n is also on your shortlist, the n8n vs Make comparison sets out the criteria, and Make training helps you build the first flows with guidance.
How do you connect your PDF.co account to Make?
- 01
Get your API key in PDF.co
Log in to your PDF.co account, or sign up first if you have none, and copy your API key. That key is what allows Make to act on your account, so keep it out of shared documents and chat threads.
- 02
Add a PDF.co module in Make
In your scenario, click the +, search for PDF.co and pick a module, Convert HTML to PDF for instance. The module needs a connection before it can do anything: click Create a connection.
- 03
Save the connection
Give Make the API key you copied and save. The connection, meaning your PDF.co account linked to Make once, now shows in the module, and every other PDF.co module reuses it without asking again.
Your first scenario: a quote emailed as a PDF
GoalWhen a deal is won in your CRM, Make turns the quote into a PDF with PDF.co and emails it to the client.
- 01
Create the scenario
Open the Scenarios page, create a new scenario and click the +. The first module comes from the app that holds your deals, since PDF.co has no trigger of its own.
- 02
Add Convert HTML to PDF
Click the + to the right of that first module, search PDF.co and choose Convert HTML to PDF. Create the connection, then map the client and deal data from the previous module into the fields.
- 03
Add Send Email With Attachments
Click the next +, pick Send Email With Attachments, map the client email from the first module and the PDF produced by Convert HTML to PDF as the attachment.
- 04
Test with Run once
Click Run once with a test deal. Read the bundles each module received (a bundle is one item passed from a module to the next): one deal in, one PDF out, one email sent.
- 05
Schedule and switch on
On the first module, set the schedule (every 15 minutes by default) and switch the scenario on. Each module run on a bundle is an operation, the unit Make counts on your plan.
What each PDF.co module does
PDF.co gives you 29 modules in 6 groups. For each one: what it does for you, when to reach for it, and what to watch out for.
Modules index
- Merge a PDF
- Split a PDF
- Add Text, Images, and Form Fields to a PDF
- Get a PDF Document Information
- Parse a Document
- Document Classifier
- Fill a PDF Form
- Add Password and Security into PDF
- Remove Password and Security from PDF
- Compress and Optimize PDF
- Search Text in PDF
- Search and Replace Text in PDF
- Search and Delete Found Text in PDF
- Search and Replace With Image in PDF
Conversion from PDF
2 modulesConvert from PDF
ActionIn Make“Convert PDF pages to structured CSV, XML, JSON, XLS, XLSX, Plain Text, convert PDF to JPG, PDF to PNG, PDF to TIFF.”
Turns a PDF into material you can actually work with: CSV, JSON, XML, XLS or XLSX, plain text, or an image in JPG, PNG or TIFF. Tables locked in a report become rows a spreadsheet can take.
Convert from PDF into Images
SearchIn Make“Convert PDF to JPG or PNG for every selected pdf page or page ranges.”
Every selected page, or a page range, comes back as its own JPG or PNG. Since this is a search module, one PDF can produce several bundles, one per image.
Conversion into PDF
3 modulesConvert into PDF
ActionIn Make“Convert documents, spreadsheets, presentations, emails, single images to PDF.”
Office files show up in every format; this module gives you just one. Documents, spreadsheets, presentations, emails or a single image come out as a PDF, ready to archive or send.
Convert from Images into PDF
ActionIn Make“Creates PDF from a one or more JPEG, PNG or TIFF images.”
Builds one PDF out of one or more JPEG, PNG or TIFF images. Scanned pages or phone photos of receipts end up in a single tidy file.
Convert HTML to PDF
ActionIn Make“Convert HTML code to PDF, HTML template to PDF or URL to PDF.”
Produces a clean PDF from HTML code, from an HTML template, or from the URL of a web page. The layout of your quote or certificate lives in HTML, and each run fills it with fresh data.
Merge a PDF
ActionIn Make“Merges multiple PDF files into one PDF. Also supports doc, docx, rtf, txt, xls, xlsx, csv, jpg, png and zip as input in Advanced mode.”
Several PDFs become one file. In Advanced mode the module also accepts doc, docx, rtf, txt, xls, xlsx, csv, jpg, png and zip files as input, so a mixed pile can still end up as a single PDF.
Split a PDF
SearchIn Make“PDF Splitter that takes PDF file and splits into multiple PDF files using page index, page range, text search or barcode search.”
Cuts one PDF into several files, by page index, page range, text search or barcode search. As a search module, it hands back one bundle per piece.
Add Text, Images, and Form Fields to a PDF
ActionIn the docs onlyGoing by its name, this one places text, images and form fields on an existing PDF in a single pass. The Make documentation lists it without a description, so open its fields in the editor before you rely on it.
Get a PDF Document Information
ActionIn the docs onlyIts name says it reads what a PDF knows about itself. The documentation gives no description, so a Run once on a sample file is the way to see what it returns before you map anything.
Parse a Document
ActionIn Make“Use PDF.co Document Parser, built-in and custom extraction templates to automatically read invoices, reports, orders, statements and other documents with fields and tables.”
Reads invoices, reports, orders and statements and pulls out their fields and tables, using the built-in extraction templates of PDF.co or a custom one. You get structured data instead of a page to read.
Document Classifier
ActionIn Make“Analyzing text of input document using AI and returns its class (invoice, order, industry etc). Can also use custom rules. Useful for quickly finding where this source document came from.”
Answers a simple question: what kind of document just arrived? PDF.co analyzes the text with AI and returns a class, such as invoice, order or an industry, and you can add rules of your own.
Fill a PDF Form
ActionIn Make“Fills a PDF form.”
Writes your data into an existing PDF form, so every field is completed without anyone typing. The official form keeps its official layout, just filled in.
Add Password and Security into PDF
ActionIn Make“Adds password and security to a PDF document.”
Puts a password and security settings on a PDF before it leaves your hands, so a payslip or a contract stays protected on its way through email.
Remove Password and Security from PDF
ActionIn Make“Removes the password and security from a PDF document.”
Lifts the password and security from a PDF so the next modules can work on it. Protected files would otherwise block a merge, a parse or a text search.
Compress and Optimize PDF
ActionIn Make“Optimize PDF document to reduce its size.”
Optimizes a PDF to reduce its size, so it travels lighter to an inbox, a portal or a storage folder.
Search Text in PDF
ActionIn Make“Search text inside PDF. Supports scanned PDF as well.”
Looks for a word or a phrase inside a PDF, scanned documents included, and returns what it finds. It is the check you run before deciding what happens to a file.
Search and Replace Text in PDF
ActionIn Make“Search and replace found Text inside PDF”
Swaps one piece of text for another directly inside the PDF, without going back to the source file. A wrong date or an old address gets corrected where it sits.
Search and Delete Found Text in PDF
ActionIn Make“Remove found Text inside PDF”
Finds a given text in a PDF and removes it. An internal code or a line meant for colleagues never reaches the client.
Search and Replace With Image in PDF
ActionIn Make“Search text inside PDF and replace with Image”
Places an image where a piece of text used to be. A placeholder word in your template becomes a signature, a stamp or a logo.
Barcode
2 modulesGenerate a Barcode
ActionIn Make“Generates high quality printable and scannable barcodes as images or PDF. Supports QR Code, Code 39, Code 128, Datamatrix, PDF417, UPC, EAN and many others!”
Creates printable, scannable barcodes as an image or a PDF. QR Code, Code 39, Code 128, Datamatrix, PDF417, UPC and EAN are among the supported formats.
Read a Barcode
ActionIn Make“Read barcodes from images, tiff, pdf documents, scanned documents. All popular types of barcodes are supported from Code 39, Code 128 to QR Code, Datamatrix and PDF417. Supports noisy and damaged barcodes, scans, pdf, documents.”
Decodes barcodes found in images, TIFF files, PDFs and scans, noisy or damaged codes included. Code 39, Code 128, QR Code, Datamatrix and PDF417 are all covered.
Other
4 modulesUpload a File
ActionIn Make“Uploads a file into temporary storage for use with PDF.co.”
Places a file in the temporary storage of PDF.co so other PDF.co modules can work on it. Think of it as the handoff between the app that holds the file and PDF.co.
Make pdfco API Call
ActionIn Make“Performs an arbitrary authorized API call to pdfco.”
Sends an authorized request of your choice to PDF.co, reusing the connection you already set up. It reaches whatever the other modules leave uncovered.
Send Email With Attachments
ActionIn Make“Sends an email with attachments.”
Sends an email with files attached, straight from PDF.co. The document you just produced goes out without passing through another mail app.
Job Check
ActionIn Make“Checks the status of a PDF.co job by id. Use `Async For Large Docs` mode with PDF processing modules to create an async job first.”
Reports where a PDF.co job stands, using its id. It pairs with the Async For Large Docs mode of the PDF processing modules, which starts a job instead of waiting for the result.
Other modules
4 modulesAdd Text and Images to a PDF
ActionIn Make“Adds text and images to a PDF document.”
Writes text and places images on an existing PDF. A paid stamp, a date or a logo appears on the page without touching the source file.
AI Invoice Parser
ActionIn Make“Transform your invoice processing with our advanced AI. Enjoy quick, accurate data extraction that eliminates manual effort and saves you valuable time.”
Hands an invoice to the AI of PDF.co and gets its data back, ready for the next module. Nobody has to key invoices into a sheet or an accounting tool any more.
Create Fillable PDF Form
ActionIn Make“Adds form fields to a PDF document.”
Adds form fields to a PDF so it becomes a form people can complete on screen. A static document stops being printed, filled by hand and scanned back.
Get PDF Information
ActionIn Make“Extract information from a PDF document such as page count, page size, author, description, keywords and also any form field information.”
Extracts the facts about a PDF: page count, page size, author, description, keywords and any form field information. Your scenario can then decide based on the document itself.
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