Want to Rename PDFs by What's Inside? Use Parse Document in Zapier!
PDFs landing in your folder as input.pdf or document.pdf are hard to find and match to the right record. You need the invoice number, customer name, order ID, or contract reference right in the filename—without opening every file.
This guide shows a simple flow: When a new PDF lands in a Dropbox folder, PDF4me Parse Document extracts the field you need (e.g. invoice number) using a template you define on dev.pdf4me.com. You then upload the same file with a new name—the extracted value. Same content, findable filename. No code.
First, create a parse template on dev.pdf4me.com (e.g. Blog-test with key Invoice No). Then, build the Zap in Zapier: New File in Folder → Parse Document → Upload File. All steps and parameters below are fact-checked from the Zapier and PDF4me dashboards.