12 posts tagged with "Zapier"

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.