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How Zapier works
Zapier makes it easy to integrate Pleo with PDF.co - no code necessary. See how you can get setup in minutes.
Select a trigger from Pleo
![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 Pleo 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)
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023
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Connect Pleo 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)
Create more impactful campaigns with automation
![An illustration representing how to measure campaign impact with Zapier.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713466/App%20Directory/2S%20Page/Second_option_pfprvl.png)
Provide world-class support with a little help from automation
![An illustration representing how to automate customer support with Zapier.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713466/App%20Directory/2S%20Page/Third_option_l9djra.png)
Automate your way to actionable, up-to-date data
![An illustration representing how to move and manage data with Zapier.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713466/App%20Directory/2S%20Page/Fourth_option_bdv5iu.png)
Resolve incidents faster with automation
![An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713466/App%20Directory/2S%20Page/Fifth_option_yc7xeu.png)
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 Employee
Triggers when a new employee is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Employee IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Expense ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Tax Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Attribute ValueRequired
- Barcode TypeRequired
- Source File URL (optional)
- X Co-ordinateRequired
- Y Co-ordinateRequired
- Pages (optional)
- Custom Profiles
- Advance Options
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 (optional)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Message
- Source File URLRequired
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 (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
- Pages (optional)
- File Name (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.- Message
- 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.- Input TypeRequired
- 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)
- File 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)
- File 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
- File 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 (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 Image URLRequired
- Pages (optional)
- Enable Regular Expressions (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.- Source File URLRequired
- Pages (optional)
- File 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)
- File Name (optional)
- Custom Profiles
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- New Expense
Triggers when a new expense is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Tag
Triggers when a new tag is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Tag Group IdRequired
- Attribute IdRequired
- Attribute ValueRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Employee IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Expense ID
- Receipt
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Employee IdRequired
- First Name
- Last Name
- Job Title
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Source File URLRequired
- IdRequired
- X Co-ordinateRequired
- Y Co-ordinateRequired
- TypeRequired
- Initial Value
- Size
- Pages (optional)
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
- Advance Options
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Attribute ValueRequired
- Barcode TypeRequired
- Generate Inline URL (optional)
- Advance Options
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Input FormatRequired
- Source File URLRequired
- File 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)
- File 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
- Operation TypeRequired
- OCR Language for Scanned Documents (optional)
- Pages (optional)
- Custom Profiles
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Source File URL (optional)
- Text Annotations (fill at least one)
- Image Embeds (fill at least one)
- Extract Fillable Fields (optional)
- File Name (optional)
- Allow Empty Text and Image Objects (optional)
- Auto-trim Input Values (optional)
- 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
- Operation TypeRequired
- 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)
- File 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
- Pages (optional)
- Enable Regular Expressions (optional)
- Enable Case Sensitive Custom Rules (optional)
- Replacement Limit (optional)
- Custom Profiles
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Source File URL (optional)
- Text to Search and RemoveRequired
- Enable Regular Expressions (optional)
- Pages (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)
- File Name (optional)
- Custom Profiles
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.