Resources · Zapier integration

CraftMyPDF.com Zapier integrationAutomate CraftMyPDF.com with Zapier.

The CraftMyPDF.com Zapier integration gives you 11 actions, 0 triggers and 0 searches. It turns data from your other tools into PDFs and images built on your own templates. Another app has to start the Zap, since CraftMyPDF.com never does.

See the 11 operations

Verified Trustpilot reviews · AI, automation & growth agency

Overview

What CraftMyPDF.com on Zapier is good for

The CraftMyPDF.com Zapier integration lets another app hand its data to your CraftMyPDF.com templates, so documents get produced without anyone opening the editor. CraftMyPDF.com is the builder here, never the starting point: it has no trigger on Zapier, so something else always kicks things off.

Three results come up again and again. First, a document per event: a signed deal, a paid order or a finished course becomes a PDF through Generate PDF Document, or a PNG or JPEG through Create Image for a social card or a certificate preview. Second, an existing form filled for you: Fill PDF Document writes values into the fillable fields of a PDF you already have, which is handy for official forms you cannot redesign. Third, post-processing: stamp a watermark, add page numbers or join several PDFs into one file.

What Zapier does not do for this app: it cannot tell you when a document is ready, because there is no trigger. The asynchronous option of Generate PDF Document asks for a callback URL of your own when you turn it on. It also does not design templates for you: Create New PDF Template only asks for a Template ID and a Template Name, and the layout work stays in CraftMyPDF.com.

Before picking a tool for a flow with many steps per document, see the Make vs Zapier comparison.

Vocabulary

Zapier vocabulary in one minute

Seven words show up on every Zapier screen. Here they are in plain English, once.

Zap
The automation you build: one starting event, then one or more steps that run every time that event happens.
Trigger
The event in an app that starts the Zap. CraftMyPDF.com has none, so the trigger always comes from another tool.
Action
The step that does the work once the Zap has started, such as generating a PDF or adding a watermark.
Task
What Zapier bills you for: one action that completes successfully. Your plan is a monthly count of these.
Polling vs instant
A polling trigger is checked by Zapier on a timer; an instant one is reported by the app the moment it happens.
Filter
A step that lets the Zap continue only when the incoming data meets your condition, and stops it otherwise.
Multi-step Zap
Any Zap with more than one trigger and one action. Adding a second action or a filter makes one, and it needs a paid plan.
Cost

What a CraftMyPDF.com Zap really costs

CraftMyPDF.com is not a premium app, so it works on the free plan. The bill is counted in tasks, and the trigger itself never costs one.

  • Free plan100 tasks a month, two-step Zaps only
  • TriggerNever costs a task
  • Failed actionNot counted
  • Premium appNo, works on the free plan

Each action that succeeds counts as one task, and a failed one counts as nothing. A Zap that generates a PDF and then watermarks it uses two tasks per run. The free plan gives you 100 tasks a month and only two-step Zaps: one trigger, one action. Chaining Generate PDF Document into Join Multiple PDF URLs, or adding a filter, needs a paid plan. Read-only actions such as List PDF Templates also count when they complete, so keep them out of busy Zaps.

Connect

Connect your CraftMyPDF.com account

  1. 01

    Open your Zapier apps

    In your Zapier account, go to the Apps page and click + Add connection. A connection is your CraftMyPDF.com account linked once, then reused by every step that needs it.

  2. 02

    Pick CraftMyPDF.com

    Type CraftMyPDF.com in the search box of the dialog, select it, then click Add connection. You need an existing CraftMyPDF.com account before this point.

  3. 03

    Sign in and allow access

    Sign in to CraftMyPDF.com in the tab that opens and grant Zapier access to the account. If a teammate owns the templates, make sure your account can read and use them.

First Zap

Your first Zap: a PDF quote for every won deal

GoalWhen a deal is marked won in your CRM, generate a quote PDF from your template, then stamp it with a watermark.

  1. 01

    Build: choose the starting event

    Create a new Zap and pick your CRM with its deal-won event as the trigger. Test it: Zapier brings back the three most recent items, so you map fields on a real deal.

  2. 02

    Add Generate PDF Document

    Add CraftMyPDF.com as the action, choose Generate PDF Document, pick your template and the payload type, then map the deal fields into the data.

  3. 03

    Name the file and set the expiration

    Give the file a name ending in .pdf and fill in the expiration, in minutes, between 1 and 10080 (7 days). Both fields are required on this action.

  4. 04

    Add Add Watermark to PDF

    Add a second action, Add Watermark to PDF, map the PDF URL from the previous step, then type the watermark text and font size. This makes the Zap multi-step.

  5. 05

    Test, then Publish

    Run each step once with Test and open the returned file. When the quote looks right, click Publish to switch the Zap on.

Actions

The 11 CraftMyPDF.com actions

CraftMyPDF.com gives you 11 actions. For each one: what it does for you, when to reach for it, and what to watch out for.

1

Add Page Numbers, Watermark and Text to PDF

Action

In Zapier“Adds text such as page numbers, watermark to a PDF”

Places text on a PDF you already have, at a region you pick: page numbers, a stamp, a footer line.

When to use it
numbering the pages of a contract after it has been merged from several parts.
Watch out
Region is mandatory, so decide in advance where the text lands on the page.
2

Add Watermark to PDF

Action

In Zapier“Add watermark to a PDF”

Stamps a single watermark text across a PDF reached by its URL, at the font size you set.

When to use it
marking drafts as DRAFT or CONFIDENTIAL before they go to a reviewer.
Watch out
PDF URL, Watermark Text and Font Size are all mandatory; the URL usually comes from a previous step.
3

Create Image

Action

In Zapier“Creates an Image”

Renders a template as a picture instead of a document, in JPEG or PNG, with the data you map into it.

When to use it
a personalised social card or badge for each new event registration.
Watch out
the filename has to match the format, ending in .png or .jpg, and an expiration is required here too.
4

Create New PDF Template

Action

In Zapier“Creats New PDF Template”

Adds a PDF template to the connected account from two values you supply: a Template ID and a Template Name.

When to use it
setting up a dedicated template entry whenever a new client signs.
Watch out
both fields are required, so the Template ID has to be at hand, from a previous step or typed in.
5

Generate PDF Document

Action

In Zapier“Creates a PDF by using your template”

Produces a PDF from one of your CraftMyPDF.com templates and the data your trigger brings in, then returns the file.

When to use it
an invoice, a quote or a delivery note for every new order, with no copy-and-paste.
Watch out
the filename must end in .pdf and the expiration sits between 1 and 10080 minutes. Turn on resizing images if your files get heavy.
6

Delete PDF Template

Action

In Zapier“Deletes a PDF Template”

Removes a template from your CraftMyPDF.com account, identified by its Template ID.

When to use it
cleaning up the per-client templates once a project is archived in your project tool.
Watch out
the Template ID is the only required field, so map it from a reliable source rather than typing it by hand.
7

Get Account Information

Action

In Zapier“Gets Account Information”

Fetches the details of the connected CraftMyPDF.com account and hands them to the next steps.

When to use it
a small check Zap that posts what it returns to your team chat.
Watch out
it asks for no field at all, yet each successful run still counts as a task.
8

List PDF Templates

Action

In Zapier“Lists PDF Templates”

Returns the templates available in the connected account, so a later step can read their IDs and names.

When to use it
building an internal catalogue of layouts in a spreadsheet or a wiki page.
Watch out
it counts as a task like any other action, even though it only reads.
9

Join Multiple PDF URLs

Action

In Zapier“Merges Multiple PDF URLs”

Merges several PDFs, passed as URLs separated by commas, into one output file with the name you choose.

When to use it
gathering a cover letter, a quote and terms into a single attachment.
Watch out
the expiration here caps at 1440 minutes (24 hours), much shorter than on the other actions.
10

Parse CSV File

Action

In Zapier“Download a CSV file and convert it to JSON string or line items”

Downloads a CSV from a URL and converts it into a JSON string or into line items that later steps can read.

When to use it
feeding the rows of an exported order list into a template as table lines.
Watch out
the CSV File URL, the encoding and the Parse As option are all required before the step will run.
11

Fill PDF Document

Action

In Zapier“Updates the fillable fields(such as text fields, checkboxes, dropdowns, etc) in a PDF document with the provided values”

Writes values into the fillable fields of an existing PDF (text boxes, checkboxes, dropdowns) and gives you back the completed file.

When to use it
an official form you cannot redesign, filled with data from your app.
Watch out
the expiration defaults to 5 minutes. If you upload to your own S3 through Post Actions, set Cloud Storage to 0.
When it breaks

When a CraftMyPDF.com Zap breaks

Zapier attaches no help article to CraftMyPDF.com, so what follows comes from Zapier's general limits and from the required fields of the actions.

Four cases are worth knowing before you publish: a required expiration, history, loops and bulk imports. To dig into a specific Zap, see the Zapier troubleshooting page.

  • Expiration is a required field

    Every generating action asks for an expiration in minutes: 1 to 10080 on most, 1440 at most on Join Multiple PDF URLs. Fill PDF Document defaults to 5. Set it on purpose.

  • No history catch-up

    A Zap only reacts to events after you switch it on. Orders or deals that existed before publishing get no PDF unless you process them separately.

  • A Zap that sets itself off

    If your Zap writes the PDF back into the very place its trigger watches, it starts itself again and again and burns through your task count.

  • Bulk imports held back

    When the triggering app suddenly returns a huge batch, after an import or a migration, Zapier's flood protection can hold the runs back.
Need help

Need help automating CraftMyPDF.com with Zapier?

A person reads every message.

FAQ

CraftMyPDF.com Zapier integration: frequent questions

01Is the CraftMyPDF.com Zapier integration free?
Yes, on the Zapier side it works on the free plan, because CraftMyPDF.com is not a premium app. The free plan gives you 100 tasks a month and only two-step Zaps, meaning one trigger from another app and one CraftMyPDF.com action. As soon as you chain two actions, for instance generating a PDF then watermarking it, or you add a filter, the Zap becomes multi-step and needs a paid Zapier plan.
02How many tasks does a CraftMyPDF.com Zap use?
One task per action that succeeds. A Zap that generates a document uses one task per run; a Zap that generates, then joins it with other PDFs, then adds page numbers uses three. The trigger from your other app never costs anything, and an action that fails is not counted. Read-only actions such as List PDF Templates or Get Account Information still count as a task each time they complete, so keep them out of high-volume Zaps.
03Does CraftMyPDF.com work in real time with Zapier?
CraftMyPDF.com has no trigger, so the speed depends on the app that starts the Zap. If that app has an instant trigger, it tells Zapier the moment the event happens and the PDF follows straight away, whatever your plan. If it is a polling trigger, Zapier checks on a timer: every 15 minutes on the free plan, every 2 on Professional and every minute on Team and Enterprise. Check the trigger of the starting app, not CraftMyPDF.com.
04What do you need to connect CraftMyPDF.com to Zapier?
An existing CraftMyPDF.com account, and access to the templates you want to use. In Zapier, open the Apps page, click + Add connection, search for CraftMyPDF.com, click Add connection, sign in in the tab that opens and grant Zapier access. The connection is then reused by every Zap. Build at least one template in CraftMyPDF.com before you start, because the generate and image actions ask you to pick one. If teammates own the templates, check that your account can use them too.
05What is the expiration field on CraftMyPDF.com actions?
It is a required setting, in minutes, on every action that produces a file. Generate PDF Document, Create Image and Fill PDF Document accept between 1 and 10080 minutes (7 days). Join Multiple PDF URLs accepts between 1 and 1440 minutes (24 hours). Fill PDF Document defaults to 5 minutes. The step will not run without a value, so decide it while building the Zap rather than leaving it to chance.
06What if the CraftMyPDF.com action you need is not there?
First check the 11 actions on this page: generating, filling, watermarking, merging and template management cover most document jobs, and their names appear in English exactly as the editor shows them. Then look at the starting app, since many needs are really about which event begins the Zap. If the operation is still missing, it is simply not offered for CraftMyPDF.com on Zapier today, and the job has to be done another way or with another tool.
07Zapier, Make or n8n for CraftMyPDF.com?
It depends on criteria rather than on a winner. Look at volume: on Zapier, every successful action is a task, so a flow with many steps per file adds up. Look at the plan: multi-step Zaps need a paid Zapier plan. Look at the starting app: Zapier makes sense when it already offers the trigger you want. This page covers Zapier only, so check what Make and n8n offer for CraftMyPDF.com on their own pages.
Same platform

Other docs you might need on this stack.

Browse all integrations