Mixed PDFs in One Folder? Auto-Classify Them in Zapier and Route by Type using PDF4me Zap !
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 dev.pdf4me.com (using regex or JavaScript expressions), then run the same classification inside Zapier: when a new PDF lands in a folder → PDF4me Classify Document → use the returned Class Name to route or organize. Classification lives in your PDF4me account; Zapier just sends the file and gets back the class.
First, set up your classes on dev.pdf4me.com (e.g. pdf4me_invoice with a regex like invoice(.*)). Then, build the Zap in Zapier: New File in Folder → Classify Document. All steps and screenshots are fact-checked from the PDF4me and Zapier UIs.