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Triggers and actions 1 trigger ยท 65 actions
Trigger
New ExpenseFires when a new expense is created. Backed by vendor webhook registration (POST /v1/webhooks, event=expense.created).
Action
Add ClientCreate a client. POST /v1/clients
Action
Add DepositCreate a deposit. POST /v1/deposits
Action
Add ExpenseCreate an expense. POST /v1/expenses
Action
Add InvoiceCreate an invoice. POST /v1/invoices
Action
Add ProductCreate a product. POST /v1/products
Action
Add QuoteCreate a quote. POST /v1/quotes
Action
Add VendorCreate a vendor. POST /v1/vendors
Action
Apply deposit to invoiceApply a deposit balance to an invoice. POST /v1/deposits/{depositId}/apply
Action
Delete ClientDelete a client. DELETE /v1/clients/{clientId}
Action
Delete ExpenseDelete an expense. DELETE /v1/expenses/{expenseId}
Action
Delete InvoiceDelete an invoice. DELETE /v1/invoices/{invoiceId}
Action
Delete ProductDelete a product. DELETE /v1/products/{productId}
Action
Delete QuoteDelete a quote. DELETE /v1/quotes/{quoteId}
Action
Delete VendorDelete a vendor. DELETE /v1/vendors/{vendorId}
Action
Get ClientRetrieve a client by id. GET /v1/clients/{clientId}
Action
Get DepositRetrieve a deposit by id. GET /v1/deposits/{depositId}
Action
Get ExpenseRetrieve an expense by id. GET /v1/expenses/{expenseId}
Action
Get InvoiceRetrieve an invoice by id. GET /v1/invoices/{invoiceId}
Action
Get ProductRetrieve a product by id. GET /v1/products/{productId}
Action
Get QuoteRetrieve a quote by id. GET /v1/quotes/{quoteId}
Action
Get VendorRetrieve a vendor by id. GET /v1/vendors/{vendorId}
Action
List ClientsList clients. GET /v1/clients
Action
List DepositsList deposits. GET /v1/deposits
Action
List ExpensesList expenses. GET /v1/expenses
Action
List InvoicesList invoices. GET /v1/invoices
Action
List ProductsList products. GET /v1/products
Action
List QuotesList quotes. GET /v1/quotes
Action
List VendorsList vendors. GET /v1/vendors
Action
Mark invoice as paidMark an invoice as paid. POST /v1/invoices/{invoiceId}/paid
Action
Send InvoiceSend invoice by email to the client. POST /v1/invoices/{invoiceId}/send
Action
Send QuoteSend quote by email to the client. POST /v1/quotes/{quoteId}/send
Action
Update ClientPartial update a client. PATCH /v1/clients/{clientId}
Action
Update ExpensePartial update an expense. PATCH /v1/expenses/{expenseId}
Action
Update InvoicePartial update an invoice. PATCH /v1/invoices/{invoiceId}
Action
Update ProductPartial update a product. PATCH /v1/products/{productId}
Action
Update QuotePartial update a quote. PATCH /v1/quotes/{quoteId}
Action
Update VendorPartial update a vendor. PATCH /v1/vendors/{vendorId}
Action
Add Barcode to PDFDraws a barcode or QR code onto a PDF at the position you choose and returns a link to the new PDF.
Action
Add Form Field to PDFAdd a fillable form field (text field or checkbox) to a PDF at a specified position.
Action
Add Image to PDFAdd an image, logo, or signature to a PDF at a specified position.
Action
Add Text to PDFAdd Text to PDF
Action
Advanced Barcode ReaderDecode barcodes from images or PDF documents swiftly and accurately.
Action
AI Invoice ParserTransform your invoice processing with our advanced AI. Enjoy quick, accurate data extraction that eliminates manual effort and saves you valuable time.
Action
Anything to PDF ConverterSeamlessly convert a variety of formats such as URLs, HTML code, documents, spreadsheets, presentations, images, and more into PDF.
Action
Barcode GeneratorGenerate a variety of barcodes , e.g. QRCode .
Action
Compress and Optimize PDFSignificantly reduce PDF file size by compressing and optimizing images and objects within the document.
Action
Convert Scanned PDF to Searchable PDFConverts a scanned PDF or image file into a text-searchable PDF.
Action
Custom API CallAllows the execution of a custom API call to the PDF.co API. This is intended for advanced users.
Action
Document ClassifierAnalyze the text of an input document using AI and return its class (such as: invoice, order, industry). This can utilize custom rules and is helpful for quickly identifying the origin of a document.
Action
Document ParserExtract data from invoices, reports, statements, and other documents using AI-based templates. This tool is beneficial for automating data extraction tasks and reducing manual workload.
Action
Get PDF InformationExtract information from a PDF document such as page count, page size, author, description, keywords and also any form field information.
Action
HTML to PDF ConverterConvert HTML or URL to PDF with advanced options (e.g. layout, orientation). Supports HTML templates (Handlebar and Mustache).
Action
PDF FillerAdd text, images, signatures to a PDF, fill PDF form fields, or create a new PDF from templates.
Action
PDF Find TableThis operation employs AI to scan a PDF document for tables, returning an array of found tables with coordinates and information about the detected columns.
Action
PDF MergerCombine multiple document formats into a single PDF. Supported formats include PDF, DOC, DOCX, XLS, JPG, PNG, and more.
Action
PDF Page ToolsTools to rotate and delete pages from your PDF files effectively.
Action
PDF SecurityAdd/Remove Password and Security Features to/from PDF file
Action
PDF to Anything ConverterConvert PDF to JPG, PNG, CSV, XML, JSON and other formats
Action
Search and Delete Found Text in PDFIdentify and remove specified text from a PDF document using text search or fixed-position coordinates
Action
Search and Replace Text in PDFLocate and replace specified text within a PDF document
Action
Search and Replace With Image in PDFSearch text inside PDF and replace with Image
Action
Search in PDFAllows you to search for specific text within PDF documents or scanned images.
Action
Split PDF Based on Barcode SearchThis operation segments a PDF document based on barcode search, creating new PDF files for each segment.
Action
Split PDF Based on Text SearchThis operation segments a PDF document based on text search (with OCR), creating new PDF files for each segment.
Action
Split PDF Into Multiple FilesThis operation allows you to split a PDF document into multiple new PDF files, using specific page numbers or page ranges.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.