Connect DocketManager to PDF.co and automate any workflow
![DocketManager](https://zapier-images.imgix.net/storage/developer_cli/c115822b36d5b89fa5b01e002617c2ab.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=30&w=30)
![DocketManager](https://zapier-images.imgix.net/storage/developer_cli/c115822b36d5b89fa5b01e002617c2ab.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=60&w=60)
![PDF.co](https://zapier-images.imgix.net/storage/developer_cli/57c67151e9fcae1a85978a71320fa5ad.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=30&w=30)
![PDF.co](https://zapier-images.imgix.net/storage/developer_cli/57c67151e9fcae1a85978a71320fa5ad.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=60&w=60)
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 DocketManager with PDF.co - no code necessary. See how you can get setup in minutes.
Select a trigger from DocketManager
![A trigger is the event that kicks off your automated workflow.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713159/App%20Directory/2S%20Page/First_content_row_mqocjq.png)
Setup an action from PDF.co
![An action is the event that your automated workflow performs when triggered.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713241/App%20Directory/2S%20Page/Second_content_row_majysk.png)
That’s it! You just connected DocketManager to PDF.co
![Triggers and actions are the main components of every automated workflow.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713241/App%20Directory/2S%20Page/Third_content_row_nghpr1.png)
Connect DocketManager 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
![An illustration representing how to automate lead management with Zapier.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713466/App%20Directory/2S%20Page/First_option_apbx4e.png)
Connect DocketManager 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.
- Contact Created
Triggers when a new Contact is Created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Customer Created
Triggers when a new Customer is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Order Placed Online
Triggers when an Online Order is placed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Payment Created
Triggers when a Payment is Created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Queue Changed
Triggers when and Order Item moves into a new Queue.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Quote Email
Triggers when a Quote Email is sent
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Supplier Created
Triggers when a new Supplier is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Sync Item
Triggers when the "Sync Item" button is clicked on the Item View page.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Task Completed
Triggers when a Task is marked as completed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Vendor Updated
Triggers when a Vendor is modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Contact IdRequired
- Text
- TypeRequired
- LabelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- External ID
- Phone
- Cell
- Email
- Billing Address Name
- Billing Address
- Billing City
- Billing Region
- Billing Country
- Billing Zip/Postal
- Shipping Address Name
- Shipping Address
- Shipping City
- Shipping Region
- Shipping Country
- Shipping Zip/Postal
- Tags
- Default Order Statuses
- Default Item Statuses
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Text
- Due Date
- Assigned ToRequired
- Created ByRequired
- Customer IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Text
- Due Date
- Assigned ToRequired
- Created ByRequired
- Order Item IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Text
- Due Date
- Assigned ToRequired
- Created ByRequired
- Order IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Quote Item IdRequired
- Text
- TypeRequired
- LabelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Quote IdRequired
- Text
- TypeRequired
- LabelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Order IdRequired
- Tracking Number
- Contact Name
- Destination Address Name
- Destination Address
- Destination City
- Destination Region
- Destination Country
- Destination Zip/Postal
- Cost
- Price
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Order Item IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer IdRequired
- Update
- UpdatesRequired
- Billing
- Billing Address
- Shipping
- Shipping Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- NumberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- NumberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search ByRequired
- Customer IdRequired
- NameRequired
- Title
- Phone
- Cell
- Email
- Tags
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- Barcode ValueRequired
- 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
- 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
- NameRequired
- 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)
- NameRequired
- 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)
- NameRequired
- 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)
- NameRequired
- 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)
- NameRequired
- Custom Profiles
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Contact Updated
Triggers when a Contact is modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Customer Updated
Triggers when a Customer is modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Order Posted
Triggers when an Order is Posted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Proof Status Updated
Triggers when a Proof Status is Created or Changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Quote Converted
Triggers when a Quote is converted to an Order.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Shipping Email
Triggers when a Shipping Email is sent.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Supplier Updated
Triggers when a Supplier is modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Sync Order
Triggers when the "Sync Order" button is clicked on the Order View page.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Vendor Created
Triggers when a new Vendor is Created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Customer IdRequired
- NameRequired
- Title
- Phone
- Cell
- Email
- Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Text
- Due Date
- Assigned ToRequired
- Created ByRequired
- Contact IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer IdRequired
- Text
- TypeRequired
- LabelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Order Item IdRequired
- Text
- TypeRequired
- LabelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Order IdRequired
- Text
- TypeRequired
- LabelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Order IdRequired
- Created By Employee IDRequired
- Deposit TypeRequired
- Payment TypeRequired
- Reference Number
- Payment DateRequired
- Payment AmountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Text
- Due Date
- Assigned ToRequired
- Created ByRequired
- Quote Item IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Text
- Due Date
- Assigned ToRequired
- Created ByRequired
- Quote IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Text
- Due Date
- Assigned ToRequired
- Created ByRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact IdRequired
- Updates Help
- UpdatesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- NumberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- NumberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search ByRequired
- NameRequired
- External ID
- Phone
- Cell
- Email
- Billing Address Name
- Billing Address
- Billing City
- Billing Region
- Billing Country
- Billing Zip/Postal
- Shipping Address Name
- Shipping Address
- Shipping City
- Shipping Region
- Shipping Country
- Shipping Zip/Postal
- Tags
- Default Order Statuses
- Default Item Statuses
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
- IdRequired
- X Co-ordinateRequired
- Y Co-ordinateRequired
- TypeRequired
- Text
- Size
- Pages
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Source File URLRequired
- Text
- 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
- NameRequired
- 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)
- NameRequired
- 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)
- NameRequired
- Custom Profiles
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Source File URLRequired
- NameRequired
- 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
- NameRequired
- 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)
- NameRequired
- Custom Profiles
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.