Connect CompanyHub to PDF.co and automate any workflow
Top companies trust Zapier to automate work that solves their unique business problems—no coding required.
How Zapier works
Zapier makes it easy to integrate CompanyHub with PDF.co - no code necessary. See how you can get setup in minutes.
Select a trigger from CompanyHub
Setup an action from PDF.co
That’s it! You just connected CompanyHub to PDF.co
Connect CompanyHub and PDF.co to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
Connect CompanyHub and PDF.co to unlock the power of automation
With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Company
Triggers when a new company is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Deal
Triggers when a new deal is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Task
Triggers when a new task is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Create Company
Creates a new company.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Deal
Creates a new deal.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - CompanyRequired
- StatusRequired
- Bill to NameRequired
- Contact
- Tax
- Quote Date
- Deal
- Expires On
- Delivery Method
- Billing Street
- Billing City
- Billing State
- Billing Country
- Billing Postal Code
- Ship to Name
- Shipping Street
- Shipping City
- Shipping State
- Shipping Country
- Shipping Postal Code
- Discount Type
- Discount
- ProductRequired
- Price List
- Description
- QuantityRequired
- List Price
- Price
- Net Unit Price
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CompanyRequired
- Quote
- Deal
- SubjectRequired
- StatusRequired
- Bill to NameRequired
- Issue Date
- Shipping Date
- Notes
- Billing Street
- Billing City
- Billing State
- Billing Country
- Billing Postal Code
- Ship to Name
- Shipping Street
- Shipping City
- Shipping Country
- Shipping Postal Code
- Shipping State
- Price List
- QuantityRequired
- ProductRequired
- Price
- List Price
- Net Unit Price
- Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TableRequired
- RecordRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TableRequired
- Search QueryRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Source File URLRequired
- RecordRequired
- X Co-ordinateRequired
- Y Co-ordinateRequired
- TypeRequired
- Initial Value
- Size
- Pages
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Source File URLRequired
- Initial Value
- X Co-ordinateRequired
- Y Co-ordinateRequired
- Size
- Color
- Bold
- Strikeout
- Underline
- Font Name
- Pages
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Source File URLRequired
- Barcode Type to Read (optional)
- Pages
- Custom Profiles
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Input FormatRequired
- Source File URLRequired
- Pages
- Output PDF Name (optional)
- Generate Inline URL (optional)
- OCR Language for Scanned Documents (optional)
- Extraction Region (optional)
- Enable Line Grouping (optional)
- Unwrap (optional)
- Custom Profiles
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Source File URLRequired
- Custom Classification Rules (optional)
- CSV Rules URL (optional)
- Enable Case Sensitive Custom Rules (optional)
- Custom Profiles
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Sender EmailRequired
- Recipient EmailRequired
- Email SubjectRequired
- SMTP ServerRequired
- SMTP Server PortRequired
- SMTP UsernameRequired
- SMTP PasswordRequired
- CC (optional)
- BCC (optional)
- Email Body (Plain Text) (optional)
- Email Body (HTML) (optional)
- Source File URLRequired
- Custom Profiles
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- HTML or URL (fill at least one)
- Template Id (optional)
- Page Orientation (optional)
- Page Size (optional)
- Custom Page Size (optional)
- Custom Margins (optional)
- Render Page Background (optional)
- Media Type (optional)
- Do not wait until full page load (optional)
- HTML Template Data (optional)
- Output PDF Name (optional)
- Custom Profiles
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Source File URLRequired
- Automatically Convert Non-PDF Files (optional)
- Output PDF Name (optional)
- Custom Profiles
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Source File URLRequired
- Output PDF Name (optional)
- Custom Profiles
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Source File URLRequired
- Custom Profiles
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Source File URLRequired
- Text to Search and RemoveRequired
- Enable Regular Expressions (optional)
- Enable Case Sensitive Custom Rules (optional)
- Pages
- Custom Profiles
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Source File URLRequired
- Text to Search and RemoveRequired
- Replacement Image URLRequired
- Enable Regular Expressions (optional)
- Enable Case Sensitive Custom Rules (optional)
- Pages
- Custom Profiles
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Source File URLRequired
- Pages
- Output PDF Name (optional)
- Custom Profiles
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Source File URLRequired
- Text to Search and RemoveRequired
- Enable Case Sensitive Custom Rules (optional)
- Enable Regular Expressions (optional)
- Exclude Pages with Identified Barcodes (optional)
- OCR Language for Scanned Documents (optional)
- Output PDF Name (optional)
- Custom Profiles
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- New Contact
Triggers when a contact is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Quote
Triggers when a new quote is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Sales Order
Triggers when a new Sales Order is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Create Contact
Creates a new contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - TableRequired
- RecordRequired
- NoteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Custom TableRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TaskRequired
- CategoryRequired
- Description
- Who's Responsible?Required
- When Is It Due?Required
- Contact ID
- StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TableRequired
- Search QueryRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Barcode ValueRequired
- Barcode TypeRequired
- Source PDF (optional)
- X Co-ordinateRequired
- Y Co-ordinateRequired
- Pages
- Custom Profiles
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Source File URLRequired
- Image URLRequired
- X Co-ordinateRequired
- Y Co-ordinateRequired
- Width
- Height
- Pages
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Barcode ValueRequired
- Barcode TypeRequired
- Generate Inline URL (optional)
- Custom Profiles
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Input FormatRequired
- Source File URLRequired
- Output PDF Name (optional)
- Worksheet Index (optional)
- Custom Profiles
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PDF.co API EndpointRequired
- Source File URLRequired
- Input JSON (optional)
- Execute Job Check Immediately
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Source File URLRequired
- Template Id (optional)
- Custom Profiles
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Source File URLRequired
- Extract Fillable Fields (optional)
- Custom Profiles
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Source File URLRequired
- OCR Language for Scanned Documents (optional)
- Output PDF Name (optional)
- Custom Profiles
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Source File URLRequired
- ModeRequired
- Rotation Angle (optional)
- OCR Language for Scanned Documents (optional)
- Pages
- Custom Profiles
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Source PDF (optional)
- Text Annotations (fill at least one)
- Image Embeds (fill at least one)
- Extract Fillable Fields (optional)
- Output PDF Name (optional)
- Allow Empty Text and Image Objects (optional)
- Auto-trim Input Values (optional)
- HTML Template Data (optional)
- Custom Profiles
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Source File URLRequired
- ModeRequired
- Owner Password (fill at least one for Remove Security)
- User Password (fill at least one for Remove Security)
- Encryption Algorithm (optional)
- Allow Printing (optional)
- Define Printing Quality (optional)
- Enable Document Assembly (optional)
- Enable Content Copying (optional)
- Enable Content Copying for Accessibility (optional)
- Enable Document Modification (optional)
- Enable Form Field Filling (optional)
- Enable Commenting (optional)
- Output PDF Name (optional)
- Custom Profiles
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Source File URLRequired
- Text to Search and RemoveRequired
- Replacement TextRequired
- Enable Regular Expressions (optional)
- Enable Case Sensitive Custom Rules (optional)
- Replacement Limit (optional)
- Pages
- Custom Profiles
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Source PDF (optional)
- Text to Search and RemoveRequired
- Enable Regular Expressions (optional)
- Pages
- Simplify Output (optional)
- Custom Profiles
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Source File URLRequired
- Text to Search and RemoveRequired
- Exclude Pages with Identified Barcodes (optional)
- Output PDF Name (optional)
- Custom Profiles
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.