6 posts tagged with "Zapier"

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.

You use PDF4me in Zapier to extract data from PDF invoices—but mapping every field from the PDF into your next step can feel unclear. Which action should you use? How do you get vendor name, invoice number, amounts, and dates out of the PDF and into a usable format?

This guide shows a simple, repeatable flow: When a new invoice PDF lands in a Dropbox folder, PDF4me AI - Invoice Parser extracts structured fields (invoice number, vendor name, vendor address, store number, delivery date, subtotal, total, and more). You then upload a text file to the same folder with the extracted data as the file content and the invoice number as the filename. So you get both the original PDF and a small .txt file (e.g. Pdf4me-202503-25041.txt) containing the parsed data—ready for downstream Zaps, spreadsheets, or ERP.

Every step, field name, folder path, and mapping below is fact-checked from the Zapier and Dropbox screenshots. Use it as your step-by-step setup.

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.

PDFs with plain pages—reports, invoices, contracts—often need consistent branding: your logo, document metadata, page numbers, or legal footers. Doing that by hand for every file doesn't scale.

Here's the approach: A Zapier Zap in three steps: New File in Folder (trigger) → Add HTML Header/Footer (PDF4me) → Upload File. When a new PDF lands in your folder, Zapier sends it to PDF4me, you paste your HTML in the action, and the branded PDF is uploaded back. No code—just configure, map fields, and turn on the Zap.

Result: A plain PDF like sample_3_page.pdf becomes Header_PDF_ZAP.pdf with a professional header showing Document Type, ID, Title, Author, Date, and Revision—ready to share or archive.

Every step name, field, folder path, and mapping below is fact-checked from the Zapier UI in the screenshots. Use this as your setup guide from scratch.

Swiss QR invoice PDFs—payment slips, bills, receipts—arrive with generic names. You need them renamed by debtor, creditor, amount, or reference so you can search, reconcile, and file them. Manual renaming doesn’t scale.

The fix: A Zapier Zap in four steps—no Find File needed. New File in Folder (trigger) gives you the file directly. Read SwissQR Code (PDF4me) extracts the QR-bill data as JSON. Code by Zapier parses it and pulls out the field you want (debtor ud_Name, creditor cr_Name, IBAN, or reference). Upload File saves the same PDF with the new name. Same file, searchable filename—every time.

This guide walks you through each step. Every field, folder path, and mapping is fact-checked from the Zapier screenshots.

PDFs with barcodes or QR codes—shipping labels, invoices, inventory sheets—often need to be renamed by the value inside the barcode so you can find them later. Doing that by hand doesn’t scale.

Here’s the approach: A Zapier Zap in four steps: New File in Folder (trigger) → Find File → Read Barcodes (PDF4me) → Upload File. You map data from step to step: the file from step 2 goes to Read Barcodes and to Upload; the barcode text from step 3 becomes the new filename. No code—just point, configure, and click Continue.

Result: A file like barcode.pdf in a watched folder becomes e.g. PDF4me Barcode Sample.pdf in your output folder—named by whatever the barcode says.

Every step name, field, folder path, and mapping below is taken from the Zapier UI in the screenshots. Use this as your setup guide from scratch.