Add Text Header Footer to Excel using Zapier

PDF4me Add Text Header Footer to Excel adds professional headers and footers to your spreadsheets automatically—perfect for branding, page numbering, or adding disclaimers and titles. Customize text appearance with full control over font, size, color, transparency, rotation, and orientation (horizontal, vertical, diagonal, or upside-down). Apply to specific worksheets or across entire workbooks for consistent document presentation and professional branding.

Authenticating Your API Request

To access the PDF4me Web API through Zapier, every request must include proper authentication credentials. Authentication ensures secure communication and validates your identity as an authorized user, enabling seamless integration between your Zapier workflows and PDF4me's Excel text branding services.

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Key Features

• Custom Text: Add titles, page info, dates, disclaimers
• Font & Style: Choose family, size, color, and font name
• Transparency & Rotation: Semi-transparent or fully opaque; custom rotation
• Orientation: Horizontal, Vertical, Diagonal, Upside-Down (overrides rotation)
• Worksheet Targeting: Names or indexes, or all worksheets

Parameters

Complete list of parameters for the Add action. Configure these parameters to control text placement, styling, and orientation.

Important: Parameters marked with an asterisk (***) are required and must be provided for the action to function correctly.

Parameter	Type	Description	Example
File Name***	String	Excel Document Name • Filename with .xlsx or .xls extension • Used for output identification • Supports dynamic naming from Zap variables	data.xlsx
Document***	File	Excel File Content • Map from previous step (Drive/Dropbox/HTTP) • Binary Excel document for header/footer update • Workbook structure remains unchanged	[File]
Watermark Text***	String	Header/Footer Text Content • Custom text: titles, dates, page numbers, disclaimers • Supports dynamic values from scenario • Plain text only (no formulas)	Confidential Report 2024
Is Header	Boolean	Placement Selection • True - Add to header (top) • False - Add to footer (bottom) • Default: true	true
Position	String	Horizontal Segment • Left, Center, Right • Controls the header/footer section used • Default: Center	Right
Font Family	String	Font Family Name • Standard fonts: Arial, Calibri, Times New Roman • Ensure font is available in Excel • Default: Calibri	Arial
Font Size	Number	Font Size (Points) • Size in points (8-72 typical) • Default: 11 • Adjust for visibility	12
Font Color	String	Text Color • Hex code (#RRGGBB) or color name • Examples: #003366, Red, DarkBlue • Default: Black	#003366
Semi Transparent	Boolean	Transparency • True - 50% opacity • False - 100% opacity (solid) • Default: false	false
Rotation	Number	Rotation Angle (degrees) • 0-360 degrees clockwise • Ignored if Orientation is specified • Default: 0	45
Font Name	String	Specific Font Name Override • Overrides Font Family for exact font selection • Example: "Arial Bold" for bold variant	Arial Bold
Orientation	String	Text Orientation • Horizontal, Vertical, Diagonal, Upside-Down • Overrides Rotation when provided • Default: Horizontal	Horizontal
Worksheet Names	Array	Target Worksheets by Name • Exact case-sensitive names • Empty with Indexes = all sheets	["Summary"]
Worksheet Indexes	Array	Target Worksheets by Index (1-based) • 1 = first worksheet • Union with Names when both provided	[1,2]
Culture Name	String	Culture/Locale Code • Culture code for date/text formatting • Default: en-US	en-US

Output

Table

Table View

Parameter	Type	Description
File	URL	Direct URL to access the Excel with text header/footer
File Name	String	The filename without extension
Full File Name	String	Complete filename with .xlsx extension
File Extension	String	File extension (.xlsx)

JSON

JSON Response Format

The raw JSON response from the action:

{
  "File": "https://...",
  "File Name": "data",
  "Full File Name": "data.xlsx",
  "File Extension": ".xlsx"
}

Zap Integration

Zapier Workflow Usage

Use Excel with text headers/footers in subsequent steps:

• Email Distribution: Send branded spreadsheets to teams
• Cloud Storage: Upload branded documents to Google Drive/Dropbox
• Convert to PDF: Create PDF outputs preserving header/footer text
• Archive: Store versioned documents with date footers

Scenario Examples

The PDF4me Add Text Header Footer to Excel action in Zapier provides comprehensive scenario templates designed for real-world branding and compliance needs:

Financial Reports

Automated Financial Report Text Branding Workflow

Transform your financial reporting with automated header and footer text branding:

Complete Scenario Steps:

1. Trigger: Monthly financial close completion event
2. Get Financial Report: Retrieve monthly workbook from Google Drive
3. Add Title Header: Insert "Q4 2024 Financial Results" as center header
4. Set Professional Font: Font Family = Calibri, Font Size = 14, Font Color = #003366
5. Add Confidential Footer: Insert "Confidential - Internal Use Only" as center footer
6. Set Semi-Transparent Footer: Semi Transparent = true for 50% opacity
7. Apply to All Sheets: Leave worksheet selectors empty for all-sheet application
8. Upload Branded Report: Save to Google Drive executive folder
9. Email CFO: Send notification with download link to finance leadership
10. Archive Report: Store in monthly reports archive

Business Benefits:

• Brands 12 monthly financial reports automatically each year
• Ensures consistent confidentiality marking on all worksheets
• Eliminates manual header/footer edits, saving 15 minutes per report
• Professional appearance for executive distribution and compliance

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Client Deliverables

Automated Client Deliverable Date Stamping Workflow

Enhance your client deliverables with automated company branding and date stamping:

Complete Scenario Steps:

1. Trigger: Client deliverable marked final in project management system
2. Get Client Workbook: Retrieve final workbook from project folder
3. Add Company Header: Insert "Acme Consulting - Strategic Analysis" as left header
4. Set Header Style: Font Name = "Arial Bold", Font Size = 10, Font Color = #000000
5. Add Date Footer: Insert "Generated: {{now}}" as right footer for version tracking
6. Set Footer Font: Font Size = 9, Semi Transparent = false
7. Apply to Visible Sheets: Target selected worksheets via worksheet names array
8. Upload to Client Portal: Save branded document to client-accessible location
9. Email Client: Send notification with branded deliverable download link
10. Archive Delivery: Store final version in project archives

Business Benefits:

• Processes 50+ client deliverables monthly automatically
• Automatic date stamping ensures version clarity and tracking
• Consistent professional branding on all client-facing materials
• Reduces manual formatting time by 20 minutes per deliverable

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Confidential Marking

Automated Confidential Document Marking Workflow

Secure your sensitive documents with automated confidential marking:

Complete Scenario Steps:

1. Trigger: Document uploaded to confidential folder in storage system
2. Get Sensitive Document: Retrieve workbook from secure storage location
3. Add CONFIDENTIAL Header: Insert "CONFIDENTIAL" as center header
4. Set Red Diagonal Style: Font Color = #FF0000, Orientation = Diagonal for visibility
5. Set Large Font: Font Size = 16 for clear visual indicator
6. Set Semi-Transparent: Semi Transparent = true for 50% opacity (content visible)
7. Apply to All Sheets: Ensure marking appears on every worksheet in workbook
8. Save Marked Document: Upload back to secure storage with timestamp
9. Email Authorized Users: Distribute with access controls to authorized recipients
10. Log Distribution: Record distribution event in audit log

Business Benefits:

• Marks 200+ confidential files monthly automatically
• Diagonal red text provides clear visual security indicator
• Semi-transparency allows content visibility while maintaining clear marking
• Reduces risk of unmarked sensitive document distribution by 95%

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Industry Use Cases & Applications

Finance & Accounting

• Financial Statement Titles: Add period titles to header (e.g., "Q4 2024 Statement of Cash Flows")
• Confidentiality Footers: Insert "Confidential - Internal Use Only" footer on all financial reports
• Report Generation Dates: Add "Generated: MM/DD/YYYY" footer for version control and tracking
• Budget Report Headers: Insert department and period headers on budget vs. actual reports
• Audit Trail Footers: Add "Prepared By: [Name]" and "Review Date: [Date]" for compliance

Sales & Marketing

• Sales Report Titles: Add "Monthly Sales Performance - [Region]" headers dynamically per region
• Campaign Report Dates: Insert campaign name and date range in header for tracking
• Pricing Sheet Footers: Add "Valid Until: [Date]" and contact information footer for quotes
• Proposal Headers: Insert company name and proposal title on all proposal worksheets
• Territory Headers: Add sales territory and manager name headers to regional reports

Human Resources

• Payroll Period Headers: Add "Payroll Period: [Start] to [End]" header on payroll sheets
• Confidential HR Footers: Insert "HR Confidential - Authorized Personnel Only" on sensitive documents
• Performance Review Titles: Add employee name and review period header to review worksheets
• Benefits Enrollment Footers: Insert enrollment period and deadline information for employees
• Employee Handbook Headers: Add document version and effective date headers

Operations

• Shift Report Headers: Add shift number, date, and supervisor name header to operational reports
• Plant Location Identifiers: Insert plant/facility name and code in header for multi-site operations
• Maintenance Log Footers: Add "Last Updated: [DateTime]" footer for equipment tracking
• Quality Control Headers: Insert inspection date and QC officer name for compliance records
• Production Run Footers: Add batch number and production date footer to manufacturing logs

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