4 posts tagged with "Make"

You get a mix of PDFs—invoices, contracts, receipts—and you need them sorted by type so the right workflow handles each one. Doing that by hand doesn’t scale.

The fix: Define your classification rules on PDF4me.com (using regex or JavaScript expressions), then run the same classification inside Make: download a PDF (e.g. from Dropbox) → PDF4me Classify Document → use the returned Class Name to route or organize. Classification lives in your PDF4me account; Make just sends the file and gets back the class.

This guide has two parts. Part 1 is on PDF4me.com: where to go and how to set up your first class (e.g. pdf4me_invoice with a regex like invoice(.*)). Part 2 is on Make: a two-module scenario (Dropbox Download a File → PDF4me Classify Document) and how to read the result. All steps and screenshots are fact-checked from the PDF4me and Make UIs.

If you're already using Make (formerly Integromat) to automate workflows, adding professional HTML headers and footers to your PDFs is straightforward—three modules, no code. This guide shows you exactly how to set up a Make scenario that downloads a PDF from Dropbox, adds your custom header or footer using PDF4me, and uploads the branded file back. You'll use the Add Html Header Footer to PDF action and paste your HTML directly into Make—no separate header file needed.

You get PDFs—invoices, payment slips—each with a Swiss QR code that holds who’s paying, how much, and which reference. You want those files renamed by that data so you can find and sort them in a snap. Doing it by hand doesn’t scale.

The fix: A Make scenario with five modules: Watch Files (Dropbox) → Download a File (Dropbox) → Read SwissQR Code (PDF4me) to extract the Swiss QR-bill data → Parse JSON so fields like creditor name and IBAN are easy to use → Upload a File (Dropbox) with the same PDF and a new filename built from those fields. Same file, better filename, zero manual renaming.

This guide walks you through each step. All parameters below are fact-checked from the Make UI in the screenshots so you can follow along with confidence.

You receive PDFs—shipping labels, inventory sheets, invoices—each with a barcode or QR code holding the tracking number, serial ID, or product code you need. You want them renamed by that value so you can find them later. Doing that by hand doesn't scale.

The fix: A Make scenario with three modules: download the PDF from Dropbox → read the barcode with PDF4me Read Barcodes from PDF → upload the same file with the barcode text as the new name. No code. Same content, new filename.

Before: barcode.pdf in a folder → After: PDF4me Barcode Sample.pdf (or whatever your barcode says) in your output folder—easy to search and organize.

This guide walks you through each step. All paths, file names, and outputs below match a real Make run so you can follow along with confidence.