Integration
Connect OnePageCRM to PDF.co
When something happens in OnePageCRM, your agent does the next thing in PDF.co. Describe it in plain language and the automation is built, tested on every branch and kept running.
Build it
What do you want OnePageCRM and PDF.co to do together?
Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.
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Connect Claude CodeEverything your agent can do with OnePageCRM and PDF.co
Triggers and actions 9 triggers · 39 actions
Trigger
Closed Sales CycleTriggered when a sales cycle is closed — a deal is marked won or lost.
- Completed Next Action
Triggered when a next action is marked done in OnePageCRM.
- New Call
Triggered when a phone call is logged in OnePageCRM.
- New Contact
Triggered when a new contact is created in OnePageCRM.
- New Deal
Triggered when a new deal is created in OnePageCRM.
- New Next Action
Triggered when a new next action is created in OnePageCRM.
- New Note
Triggered when a new note is added to a contact in OnePageCRM.
- Updated Contact
Triggered when a contact is created or changed in OnePageCRM.
- Updated Deal
Triggered when a deal is created or changed in OnePageCRM.
- Close Sales Cycle
Closes a deal in OnePageCRM by marking the sales cycle won or lost, with an optional close date and note.
- Create Call
Logs a phone call against a contact in OnePageCRM, with notes, the number dialed, the outcome and an optional recording link.
- Create Contact
Creates a contact in OnePageCRM, including your account's own custom fields.
- Create Deal
Creates a deal against a contact in OnePageCRM, with an amount, expected close date and notes.
- Create Next Action
Adds a next action (a to-do) against a contact in OnePageCRM, with an optional due date and assignee.
- Create Note
Adds a note to a contact's timeline in OnePageCRM.
- Find Contact
Finds a contact in OnePageCRM by email address, or by searching names and companies, and returns the first match plus every match.
- Find Deal
Finds a deal in OnePageCRM by contact, status or name, and returns the first match plus every match.
- Find User
Finds a user in your OnePageCRM account by email address or name, and returns the first match plus every match.
- Update Contact
Updates a contact in OnePageCRM, including your account's own custom fields. Anything you leave blank keeps its current value.
- Update Deal
Updates a deal in OnePageCRM. Anything you leave blank keeps its current value.
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.
- Add Form Field to PDF
Add a fillable form field (text field or checkbox) to a PDF at a specified position.
- Add Image to PDF
Add an image, logo, or signature to a PDF at a specified position.
- Add Text to PDF
Add Text to PDF
- Advanced Barcode Reader
Decode barcodes from images or PDF documents swiftly and accurately.
- AI Invoice Parser
Transform your invoice processing with our advanced AI. Enjoy quick, accurate data extraction that eliminates manual effort and saves you valuable time.
- Anything to PDF Converter
Seamlessly convert a variety of formats such as URLs, HTML code, documents, spreadsheets, presentations, images, and more into PDF.
- Barcode Generator
Generate a variety of barcodes , e.g. QRCode .
- Compress and Optimize PDF
Significantly reduce PDF file size by compressing and optimizing images and objects within the document.
- Convert Scanned PDF to Searchable PDF
Converts a scanned PDF or image file into a text-searchable PDF.
- Custom API Call
Allows the execution of a custom API call to the PDF.co API. This is intended for advanced users.
- Document Classifier
Analyze 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.
- Document Parser
Extract 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.
- Get PDF Information
Extract information from a PDF document such as page count, page size, author, description, keywords and also any form field information.
- HTML to PDF Converter
Convert HTML or URL to PDF with advanced options (e.g. layout, orientation). Supports HTML templates (Handlebar and Mustache).
- PDF Filler
Add text, images, signatures to a PDF, fill PDF form fields, or create a new PDF from templates.
- PDF Find Table
This operation employs AI to scan a PDF document for tables, returning an array of found tables with coordinates and information about the detected columns.
- PDF Merger
Combine multiple document formats into a single PDF. Supported formats include PDF, DOC, DOCX, XLS, JPG, PNG, and more.
- PDF Page Tools
Tools to rotate and delete pages from your PDF files effectively.
- PDF Security
Add/Remove Password and Security Features to/from PDF file
- PDF to Anything Converter
Convert PDF to JPG, PNG, CSV, XML, JSON and other formats
- Search and Delete Found Text in PDF
Identify and remove specified text from a PDF document using text search or fixed-position coordinates
- Search and Replace Text in PDF
Locate and replace specified text within a PDF document
- Search and Replace With Image in PDF
Search text inside PDF and replace with Image
- Search in PDF
Allows you to search for specific text within PDF documents or scanned images.
- Split PDF Based on Barcode Search
This operation segments a PDF document based on barcode search, creating new PDF files for each segment.
- Split PDF Based on Text Search
This operation segments a PDF document based on text search (with OCR), creating new PDF files for each segment.
- Split PDF Into Multiple Files
This 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.