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PDF4me Make integrationAutomate PDF4me with Make.

Want your PDFs converted, merged or signed without opening a single file? The PDF4me Make integration gives you 43 action modules, from conversion to barcodes and document generation. Here you connect your account, build a first scenario and learn which module fits which job.

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What you can automate

What can the PDF4me Make integration do for you?

The PDF4me Make integration lets a Make scenario (the automation you build, a chain of modules) hand your documents to PDF4me and get them back converted, merged, signed or split. PDF4me has no trigger, so the scenario starts from another app or from a schedule, and PDF4me does the document work in the middle.

Every file in the same format. A document lands in your storage app, Convert to PDF turns it into a PDF, and Compress PDF makes it light enough for an email. Nobody exports anything by hand.

Contracts that leave finished. Generate Document or Fill a PDF Form writes your data into a template, Add Page Number to PDF and Sign PDF complete it, and Add Password to PDF locks it before it goes out.

Data pulled out of paperwork. PDF OCR makes a scan readable, Parse Document extracts the values, and the next module writes them into your spreadsheet or CRM.

What this integration does not do: PDF4me cannot start a scenario on its own, it has no Make an API Call module, and the Make doc warns that the connection needs an active PDF4me subscription plan. Each module run is an operation, the unit Make counts on your plan; the Make pricing page explains how that adds up, and the Make review covers the editor itself. Weighing n8n as well? Read n8n vs Make before you choose.

Connect

How do you connect PDF4me to Make?

  1. 01

    Copy your PDF4me key

    Log in to your PDF4me developer account, click your profile icon, then Account Settings and API. Copy the Primary Key and keep it somewhere safe, because Make asks for it in the last step.

  2. 02

    Add a PDF4me module in Make

    In your scenario, add any PDF4me module and click Create a connection. A connection is your PDF4me account linked to Make once, and every PDF4me module reuses it. The Connection name field is optional but handy when you run several accounts.

  3. 03

    Paste the key and save

    Paste the key into the Token field and click Save. That is all the module needs. If you would rather keep a separate key for Make, create an application in PDF4me with Create Application and copy its key from Keys.

First scenario

Build your first scenario with PDF4me

GoalWhen a new file lands in your storage app, Make turns it into a PDF with PDF4me and compresses it.

  1. 01

    Create the scenario

    Open the Scenarios page, create a new scenario and click the +. PDF4me has no trigger, so this first module comes from the app where your files arrive.

  2. 02

    Pick the starting module

    Choose the module of that app that picks up new files and connect its account. Each file it finds becomes a bundle, one item that travels from one module to the next.

  3. 03

    Add Convert to PDF

    Click the + on the right, search for PDF4me, choose Convert to PDF and create your connection with the Primary Key. Then map the file coming from the first module.

  4. 04

    Add Compress PDF

    Add Compress PDF right after and map the PDF produced by Convert to PDF. Finish with the module that stores or sends the result, from whichever app you use.

  5. 05

    Test with Run once

    Drop a sample file where the first module looks, then click Run once. Open the output of each module to read the bundles it received and check the final PDF.

  6. 06

    Schedule and switch on

    Set the clock on the first module: a new scenario runs every 15 minutes by default, and 15 minutes is also the shortest interval on the Free plan. Then switch the scenario on.

Modules

What each PDF4me module does

PDF4me gives you 43 modules in 7 groups. For each one: what it does for you, when to reach for it, and what to watch out for.

Convert to PDF

4 modules
PDF4me1

Convert to PDF

ActionIn the docs only

Turns a document that is not yet a PDF into one, so every file in your process ends up in the same format. It is the broadest module of the Convert to PDF group.

When to use it
suppliers send paperwork in whatever format they had open, and your archive only accepts PDFs.
Watch out
the Make doc does not list the source formats it takes, so test one real file with Run once before building the rest.
PDF4me2

Convert HTML to PDF

ActionIn the docs only

Gives you a clean PDF from HTML, which suits content that already exists as a web template: an order summary, a report, a receipt.

When to use it
your shop or CRM already produces the document as HTML and a customer asks for a file to keep.
Watch out
choose this module when you hold the HTML itself; if all you have is the address of a page, Convert URL to PDF is the right one.
PDF4me3

Convert URL to PDF

ActionIn the docs only

Captures a web page as a PDF from its address, so you keep a frozen copy of what the page showed at that moment, for proof or for the archive.

When to use it
a legal team wants a dated copy of the public terms page each time a client signs.
Watch out
the doc says nothing about pages behind a login, so check with Run once that the PDF really shows the content you expect.
PDF4me4

Convert Markdown to PDF

ActionIn the docs only

Produces a formatted PDF from Markdown, the light text format where a # marks a title. Notes and summaries written that way become a file anyone can open.

When to use it
an earlier module writes a meeting summary in Markdown, and your manager wants a file to open, not raw text.
Watch out
every conversion costs an operation, so combine several short notes into one text before converting when that makes sense.

Features

19 modules
PDF4me5

Compress PDF

ActionIn the docs only

Makes a PDF lighter while keeping the same document, so it fits in an email or an upload form that refuses heavy attachments.

When to use it
scanned delivery notes come out big and must go to a customer portal with a size cap.
Watch out
compress early, right after the conversion, so every module that follows works on the light version and moves less data through your plan.
PDF4me6

Linearize PDF

ActionIn the docs only

Prepares a PDF for fast viewing on the web: linearizing is the PDF term for a file whose first page shows while the rest is still loading. The content stays the same.

When to use it
you publish catalogs or brochures on your site and visitors open them in the browser.
Watch out
a file that people download and open offline gains nothing here, so skip the module and save the operation.
PDF4me7

Add Text Watermark to PDF

ActionIn the docs only

Stamps a word or a line of text over your PDF, such as DRAFT or CONFIDENTIAL, so nobody mistakes the status of the file.

When to use it
a draft contract goes out for review and must not be signed as the final version.
Watch out
the doc lists no field for this module; if Make lets you map the text from an earlier module, a client name per copy makes a leak traceable. Check with Run once.
PDF4me8

Add Image Watermark to PDF

ActionIn the docs only

Places an image over a PDF, usually a logo or a stamp, so the document carries your mark without anyone opening a design tool.

When to use it
an architecture studio sends plans to clients and wants its logo on every copy that leaves.
Watch out
the image is a file too, so it must reach the module from an earlier step, and on the Free plan it counts toward the 5 MB file limit.
PDF4me9

Rotate Pages

ActionIn the docs only

Puts sideways or upside-down pages back upright, so a scanned file reads the right way without anyone fixing it by hand.

When to use it
a team scans stacks of forms and the scanner sometimes feeds them turned.
Watch out
when only one page is wrong, Roate a Single Page in PDF is the precise tool; this one fits when the problem touches several pages.
PDF4me10

Roate a Single Page in PDF

ActionIn the docs only

Fixes one page that came in turned, and leaves the rest of the document alone. Make shows the name with its typo, Roate, so search for it spelled that way.

When to use it
the signature page of a contract was scanned on its side.
Watch out
the module presumably needs to know which page to turn; if that position changes from one file to the next, Rotate Pages is easier to set up.
PDF4me11

Merge Multiple PDFs

ActionIn the docs only

Combines a series of PDFs into one file, so the recipient gets a single attachment instead of a scattered pile.

When to use it
an accounting firm assembles a closing pack from statements, invoices and receipts gathered earlier in the scenario.
Watch out
when the files travel as separate bundles, collect them first with an aggregator, the module type that groups bundles, or the merge runs once per file.
PDF4me12

Merge 2 PDF's

ActionIn the docs only

Joins exactly two PDFs into one, which keeps the setup short when your flow always deals with a pair of files.

When to use it
a cover letter has to sit in front of each quote before it goes to the prospect.
Watch out
for three files or more, switch to Merge Multiple PDFs instead of chaining this module, since each extra join would cost another operation.
PDF4me13

Merge PDF onverlay

ActionIn the docs only

Lays one PDF on top of another, like a letter printed on letterhead, instead of adding pages at the end. The name keeps a typo in Make, onverlay, worth knowing when you search.

When to use it
invoices come out on blank pages and should sit on your branded background.
Watch out
this module stacks pages, it does not append them; to put one file after another, use Merge 2 PDF's.
PDF4me14

Get Document Information

ActionIn the docs only

Reads a PDF and returns details about it without changing it, so the following modules can decide what to do with the file.

When to use it
you want files handled differently depending on what they are before any conversion starts.
Watch out
the doc does not list which details come back; click Run once and open the bundle to see what you can map.
PDF4me15

Sign PDF

ActionIn the docs only

Adds a signature to a PDF inside the scenario, so an approved document leaves already signed, with no printing and scanning in between.

When to use it
a purchase order gets approved in your tool and has to reach the supplier signed.
Watch out
the doc does not say what kind of signature this is, so confirm it matches what your clients or your legal team expect before sending contracts through it.
PDF4me16

Repair PDF

ActionIn the docs only

Attempts to fix a damaged PDF, so the modules after it can open a file that would otherwise stop the run.

When to use it
files from an old scanner or a shaky export sometimes break the conversion steps.
Watch out
place it just before the step that fails and keep the original file elsewhere, because the doc does not describe what a repair can recover.
PDF4me17

Add Page Number to PDF

ActionIn the docs only

Numbers the pages of a PDF for you, so a long document can be quoted page by page in a meeting or a dispute.

When to use it
a training company builds course books from several separate chapters.
Watch out
merge first and number last; numbering each chapter before the merge would restart the count at every section.
PDF4me18

Send Document to PDF4me-Workflow

ActionIn the docs only

Passes a document to PDF4me-Workflow, as the name says, so processing already set up on the PDF4me side runs without being rebuilt in Make.

When to use it
your team already relies on a PDF4me workflow and Make only needs to feed it files coming from other apps.
Watch out
the doc does not describe what comes back to Make afterwards, so check the bundle with Run once before adding modules behind it.
PDF4me19

Create Images from PDF

ActionIn the docs only

Turns a PDF into image files, ready for a website, a chat message or a slide where a PDF would not display.

When to use it
a real estate agency wants a preview picture of each brochure to show on its listings.
Watch out
one PDF may give several images, and the modules that follow would then run once per image, each run counted as an operation.
PDF4me20

Extract Pages

ActionIn the docs only

Pulls the pages you choose out of a PDF into a new file, so each reader gets only the part that concerns them.

When to use it
only the summary page of a long audit report goes to the board.
Watch out
think of it as the opposite of Delete Pages: here you name what you keep, there you name what goes, so pick whichever list is shorter.
PDF4me21

Delete Pages

ActionIn the docs only

Gives you the same PDF minus the pages you do not want, such as a blank back page or an internal notes sheet.

When to use it
a report exported from your tool always carries a cover page your clients do not need.
Watch out
nothing in the scenario can bring a deleted page back, so store the original file before this step until you trust the setup.
PDF4me22

Parse Document

ActionIn the docs only

Reads a document and pulls data out of it, so the values feed a spreadsheet or a CRM instead of being typed by hand.

When to use it
supplier invoices arrive and someone on the finance team still copies amounts into the books.
Watch out
the doc lists no field for this module, so run it on a real invoice with Run once and read the bundle before mapping anything.
PDF4me23

Classify Document

ActionIn the docs only

Sorts a document into a category, so the rest of the scenario can treat contracts one way and invoices another.

When to use it
a shared mailbox receives mixed paperwork that someone currently sorts by eye.
Watch out
the doc does not explain how categories are defined, so confirm what the module returns on a few real files before you build the next steps on that result.

Barcode

5 modules
PDF4me24

Add Barcode to PDF

ActionIn the docs only

Prints a barcode onto an existing PDF, so a paper copy can later be scanned back and matched to its record.

When to use it
delivery notes need a code that the warehouse scans at loading.
Watch out
the doc does not list the barcode types on offer; plan the reading side too, with Read Barcode or Split by Barcode, before printing hundreds of sheets.
PDF4me25

Create Barcode

ActionIn the docs only

Produces a barcode on its own, without a PDF around it, that you can place in a label, an email or another document.

When to use it
each new product added to your catalog needs a code for its shelf label.
Watch out
if the code has to end up inside a PDF you already have, Add Barcode to PDF does it in one module and saves an operation.
PDF4me26

Read Barcode

ActionIn the docs only

Reads the barcode on a document and hands its value to the next module, so a scanned sheet finds its order without anyone typing a reference.

When to use it
signed forms come back scanned and must be attached to the right customer file.
Watch out
a blurry scan leaves the next modules with nothing to map, so try several real scans with Run once before trusting it.
PDF4me27

Create SwissQR Bill

ActionIn the docs only

Creates a Swiss QR-bill, the payment slip with a QR code used on invoices in Switzerland, so your customers pay by scanning.

When to use it
a company billing Swiss customers generates invoices from its order tool and wants the slip added automatically.
Watch out
it only makes sense for the Swiss payment standard; for any other code, Create Barcode is the module to use.
PDF4me28

Read SwissQR Bill

ActionIn the docs only

Reads the QR-bill printed on a Swiss invoice and returns its payment data, so amount and reference reach your accounting without retyping.

When to use it
a bookkeeping firm in Zurich receives supplier bills as PDF attachments.
Watch out
the doc lists none of the returned values, so check the bundle after Run once before mapping them into your ledger.

Convert From PDF

4 modules
PDF4me29

PDF to Word

ActionIn the docs only

Gives you an editable Word document from a PDF, so the text can be changed without retyping the whole thing.

When to use it
a lawyer receives a contract as PDF and needs to suggest edits in tracked changes.
Watch out
the doc says nothing about how faithfully the layout survives, so review the first results yourself before they go to a client.
PDF4me30

PDF to Excel

ActionIn the docs only

Turns a PDF into an Excel file, where the numbers can finally be sorted, filtered and added up.

When to use it
a supplier price list arrives as PDF and purchasing wants it as a sheet to compare.
Watch out
when the PDF is a scan, try PDF OCR before it and compare both outputs with Run once, since a scanned page is only a picture of text.
PDF4me31

PDF to Powerpoint

ActionIn the docs only

Converts a PDF into a PowerPoint file you can rework slide by slide instead of rebuilding the deck.

When to use it
a sales team receives a partner presentation as PDF and wants to adapt it for its own pitch.
Watch out
each conversion is an operation, so run it only on the decks someone will actually edit, not on every PDF passing through.
PDF4me32

PDF OCR

ActionIn the docs only

Makes a scanned PDF searchable by recognizing the text inside its images, so you can search, copy or parse it afterwards.

When to use it
years of paper contracts were scanned and nobody can find a clause in them.
Watch out
place it before Parse Document or PDF to Word whenever the source is a scan, otherwise those modules have no text to work with.

Security

3 modules
PDF4me33

Add Password to PDF

ActionIn the docs only

Locks a PDF behind a password, so only people who have it can open the file once it leaves your systems.

When to use it
payslips or medical reports go out by email to each person concerned.
Watch out
send the password through another channel than the file itself, otherwise the lock protects nothing.
PDF4me34

Remove Password from PDF

ActionIn the docs only

Hands back an unlocked copy of a protected PDF, so the modules after it can read and process the content.

When to use it
your bank sends statements locked, and Parse Document has to read them before bookkeeping.
Watch out
the module will most likely ask for the current password, so keep it out of any note the whole team can read.
PDF4me35

Create PDF/A

ActionIn the docs only

Converts a PDF to PDF/A, the archiving version of the format, meant to open the same way years from now.

When to use it
invoices and legal records head to long-term storage and must stay readable.
Watch out
run it last, after merging, numbering and signing, so the archived file is really the final version.

Generate Document

4 modules
PDF4me36

Mail Merge with Data Text (List of Docs)

ActionIn the docs only

Fills one template with your data and returns a separate document per record, like one letter per customer.

When to use it
a school sends every graduate an individual certificate with their own name and grade.
Watch out
each document leaves as its own bundle, so later modules run once per document; pick the Single Doc variant if you want everything in one file.
PDF4me37

Mail Merge with Data Text (Single Doc)

ActionIn the docs only

Merges a whole data set into a template and returns all of it as one document, ready to print or send in one go.

When to use it
an event agency prints every name badge in a single file for the print shop.
Watch out
if each person should receive their own file, the List of Docs variant avoids splitting the result afterwards.
PDF4me38

Fill a PDF Form

ActionIn the docs only

Writes your data into the fields of an existing PDF form, so an official form comes out completed without copy and paste.

When to use it
an HR team fills the same onboarding form for each new hire from its HR tool.
Watch out
a form that was simply scanned probably has no fields to fill; start from the fillable version of the PDF.
PDF4me39

Generate Document

ActionIn the docs only

Builds a document from a template and your data, the general tool of the Generate Document group, useful for quotes and contracts.

When to use it
a deal is won in your CRM and the quote should be ready without anyone opening a word processor.
Watch out
the doc gives no detail on templates or output formats, so compare it with the two Mail Merge modules and Fill a PDF Form before choosing.

Split

4 modules
PDF4me40

Split PDF

ActionIn the docs only

Cuts one PDF into several smaller files, so each part can go to a different person or folder.

When to use it
the office scanner stacks several letters into one file and each letter belongs to a different client.
Watch out
every part becomes its own bundle, so the modules after it run once per part; Split by Barcode and Split PDF by Text cut on content instead.
PDF4me41

Split by Barcode

ActionIn the docs only

Cuts a PDF apart wherever a barcode appears, so a stack of scanned pages can become separate documents without anyone sorting them by hand.

When to use it
pick it when each document in a batch scan starts with a barcode sheet and the plain Split PDF module cannot tell where one file ends.
Watch out
the documentation gives no detail on its settings, so test a real scan with Run once and inspect what the module hands to the next step.
PDF4me42

Split PDF by Text

ActionIn the docs only

Breaks one long PDF into smaller files wherever a chosen piece of text shows up, rather than at a page number.

When to use it
choose it over Split by Barcode when the pages carry no code but every new document opens with the same heading or phrase.
Watch out
a scanned file without a text layer may give the module nothing to find, so check the output with Run once first.
PDF4me43

Split by SwissQR Code

ActionIn the docs only

Separates a PDF into pieces at each SwissQR code, the payment code printed on Swiss QR bills. A batch of received bills can then be handled one by one.

When to use it
reach for it when a supplier or a scanner sends several QR bills in one file, then pass each piece to Read SwissQR Bill.
Watch out
it only makes sense for QR bills; for other codes Split by Barcode is the neighbour to try, and Run once shows what comes out.
Need help

Need help automating PDF4me with Make?

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FAQ

Questions about PDF4me in Make

01Is the PDF4me Make integration free?
Partly. On the Make side, PDF4me is a standard app, so it works on the Free plan: 2 active scenarios, 15 minutes minimum between scheduled runs, 5 minutes of execution per run, files up to 5 MB and 512 MB of data transfer. On the PDF4me side, the Make doc states that you need an active PDF4me subscription plan to create the connection, so budget for that plan on the PDF4me site. Keep in mind that each module run is an operation, and Make counts operations on every plan, so a scenario that chains three PDF4me modules uses three of them per file.
02What do you need to connect PDF4me to Make?
A PDF4me developer account with an active subscription plan, and its Primary Key. You find the key under your profile icon, in Account Settings, then API. In Make, add any PDF4me module, click Create a connection, paste the key into the Token field and save. Naming the connection is optional but helps when several accounts live in the same Make account. If you would rather not share the main key, PDF4me lets you create an application and copy its own key from the Keys section. The Make doc lists no other prerequisite.
03Does PDF4me trigger Make scenarios in real time?
No. PDF4me has no trigger in Make, neither scheduled nor instant, so it never starts a scenario by itself. The scenario starts from the trigger of another app, typically the storage or email app where your documents land, or from the schedule you set on the first module, every 15 minutes by default. PDF4me then works as an action in the middle of the flow. When that other app offers an instant trigger, the kind it calls through a webhook as soon as something happens, the PDF steps follow right after the file arrives.
04What if the PDF4me module you need is missing in Make?
Check the 43 modules first: they cover conversion to and from PDF, compression, merging, splitting, barcodes, Swiss QR-bills, passwords and document generation. If the function still is not there, know that PDF4me has no Make an API Call module, so you cannot send a custom request through the connection. Two routes remain: another PDF app available in Make that offers the missing function, or the help form at the bottom of this page, where the team can look at your case and suggest a way to build it.
05Make or n8n for PDF4me automations?
It depends on where the rest of your automations already run. In Make, PDF4me brings 43 ready-made action modules, a connection by key and a scenario you set up by filling fields, with every run counted as operations on your plan. n8n often has a node for the same apps, but this page does not cover whether PDF4me is one of them, so check its node list before you compare. Keeping the document steps in the same tool as the rest of your scenarios is usually easier to maintain.