Create integrations between Copilot and PDF.co to automate any workflow
Top companies trust Zapier to automate work that solves their unique business problems—no coding required.
Quickly automate workflows with Copilot and PDF.co using Zapier's templates.
Our most popular template
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
Now it's time for action
And that's it! You've just created a Zap.
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
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
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.
- List App Installs
Lists the app installs in a workspace.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Client Created
Triggers when a new client is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - List Clients
Lists the clients.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Company Created
Triggers when a company gets created in the Copilot for the first time
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Contract Signed
Triggers when a contract is signed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - List Custom Fields
Lists all available custom fields.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - File Created
Triggers when a file gets created within a file channel
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - File Channel IdRequired
- Folder path
- Limit
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Folder Created
Triggers when a folder gets created within a file channel
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Folder Updated
Triggers when a folder gets updated within a file channel
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Link Deleted
Triggers when a link gets deleted within a file channel
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Message Channel Created
Triggers when a new message channel is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Membership Type
- The ID of the membership entity. E.g. ID of a company or individual
- Member ID
- Limit
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Message Sent
Triggers when a message gets sent in any channels belonging to the portal
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - List Workspace
List the workspace associated with the portal
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - EmailRequired
- Given nameRequired
- Family NameRequired
- The company id of the App Connection
- Send Invite?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Icon Image URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contract Template ID
- Recipient ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Channel IDRequired
- Folder path
- File ContentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Recipient IDRequired
- Form IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Membership Type
- The ID of the membership entity. E.g. ID of a company or individual
- IDs of all members in the channel
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Custom Field IDRequired
- ClientId
- The company id of the App Connection
ActionThis is an event a Zap performs.SearchFind existing data in your app- Custom Field IDRequired
- EmailRequired
- The company id of the App Connection
ActionThis is an event a Zap performs.SearchFind existing data in your app- Custom Field IDRequired
- Label
ActionThis is an event a Zap performs.SearchFind existing data in your app- Custom Field IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Custom Field IDRequired
- Membership Type
- The ID of the membership entity. E.g. ID of a company or individual
- Member ID
- Limit
ActionThis is an event a Zap performs.SearchFind existing data in your app- Custom Field IDRequired
- EmailRequired
- The company id of the App Connection
- Given nameRequired
- Family NameRequired
- Send Invite?
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- Custom Field IDRequired
- Membership Type
- The ID of the membership entity. E.g. ID of a company or individual
- Member ID
- IDs of all members in the channel
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
- The type of the App ConnectionRequired
- 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.- Link 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
- The type of the App ConnectionRequired
- 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
- Link 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
- Link 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.- Link 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.- Link 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.- Link 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.- Link 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.- Link 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.- Link 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.- Link 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.
- Client Activated
Triggers when a client authenticates in the Copilot for the first time
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Client Custom Fields Updated
Triggers only when a client user has updates to custom fields.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Client Updated
High-frequency trigger for each client user update.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - List Companies
Lists the companies.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Contract Requested
Triggers when a contract is assigned to a client.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - File Deleted
Triggers when a file has been deleted within a file channel
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - File Updated
Triggers when a file has been updated within a file channel
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Folder Deleted
Triggers when a folder gets deleted within a file channel
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Link Created
Triggers when a link gets created within a file channel
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Link Updated
Triggers when a link gets updated within a file channel
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Message Channel Deleted
Triggers when a message channel is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - File Channel IdRequired
- Limit
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Custom Field IDRequired
- The type of the App ConnectionRequired
- The content of the App ConnectionRequired
- The company id of the App Connection
- The client ids to be part of the App Connection
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Custom Field IDRequired
- Given nameRequired
- Family NameRequired
- The company id of the App Connection
- Send Invite?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Custom Field IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Membership Type
- The ID of the membership entity. E.g. ID of a company or individual
- IDs of all members in the channel
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Channel IDRequired
- Folder path
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Channel IDRequired
- Folder path
- Link urlRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- The text content of the messageRequired
- File Channel IdRequired
- (Optional) The Id of the client who is the author of the message
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Custom Field IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Custom Field IDRequired
- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Custom Field IDRequired
- Membership Type
- The ID of the membership entity. E.g. ID of a company or individual
- Member ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Custom Field IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Custom Field IDRequired
- ClientId
- The company id of the App Connection
- The type of the App ConnectionRequired
- The content of the App ConnectionRequired
- The client ids to be part of the App Connection
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- Custom Field IDRequired
- NameRequired
- Icon Image URL
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- Custom Field IDRequired
- Membership Type
- The ID of the membership entity. E.g. ID of a company or individual
- Member ID
- Limit
- IDs of all members in the channel
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- Link urlRequired
- Custom Field IDRequired
- X Co-ordinateRequired
- Y Co-ordinateRequired
- TypeRequired
- The text content of the messageRequired
- Size
- Pages
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Link urlRequired
- The text content of the messageRequired
- 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.- Link 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
- Link 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.- Link 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)
- Link 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.- Link 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.- Link urlRequired
- NameRequired
- Custom Profiles
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Link urlRequired
- Custom Profiles
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Link 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.- Link 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.- Link urlRequired
- Pages
- NameRequired
- Custom Profiles
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Link 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.