PDFBetter actions and triggers in Zapier and Make
Zapier and Make get the same set: 15 instant triggers (signing, forms, exports, bulk fills, workflow runs) and actions for documents, pages, conversion, AI, extraction, workflows, workspaces, forms and signatures.
Updated 2 min read Available on Free, Pro and Business Counts toward agent & automation runs, signature requests, ai credits
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Zapier and Make use the same set of actions as AI agents connected over MCP, so a step you can run in one works in the others. Zapier names are in title case; Make shows the same names in sentence case, and calls triggers Watch … modules.
Triggers
| Zapier trigger | Make module | Fires when |
|---|---|---|
| Signature Request Sent | Watch sent signature requests | You send a document for signature. |
| Document Viewed by Signer | Watch viewed signature requests | A recipient opens it. |
| Recipient Signed | Watch recipient signatures | Each time one recipient signs or approves. |
| Document Fully Signed | Watch completed signature requests | Everyone has signed. The signed PDF is ready. |
| Signature Declined | Watch declined signature requests | A recipient declines. |
| Signature Request Canceled / Expired | Watch canceled / expired signature requests | A request is canceled or runs out of time. |
| New Form Response | Watch new form responses | Someone submits one of your published forms. |
| Document Exported | Watch exported documents | A document is downloaded or exported as a PDF. |
| Bulk Fill Finished | Watch finished bulk fills | A bulk fill (one document per spreadsheet row) finishes. |
| Workflow Needs Approval, Workflow Run Finished, Workflow Run Failed, Workflow Export Ready, Workflow Webhook Step | Watch workflow runs … | A workflow run reaches that point. |
Actions and searches
| Group | Examples |
|---|---|
| Documents | Upload PDF, Fill PDF Form, Download PDF, Create Document From Template, Find Documents |
| Pages | Merge PDFs, Split PDF, Rotate PDF Pages, Extract PDF Pages |
| Convert & optimize | Convert PDF, Compress PDF, Make PDF Searchable (OCR) |
| AI | Summarize PDF, Ask a Question About a PDF, Compare PDFs, Find Sensitive Information, Create Mind Map |
| Extraction | Extract Data From PDF, Extract Data From Many PDFs, Approve or Reject Extraction, Export Extracted Data |
| Workflows | Run Workflow, Approve Workflow Step, Cancel Workflow Run, Get Workflow Run |
| Workspaces | Create Workspace, Add Document to Workspace, Ask Across Documents, Write Cited Brief |
| Forms | Find Published Forms, Find Form Responses, Find Recent Form Submissions |
| Signatures | Send PDF for Signature, Remind Signers, Cancel Signature Request, Download Signed PDF |
| Sharing | Get Share Link Activity |
Searches (the Find and Get steps) only read. When nothing matches they return an empty result, so you can branch on it.
Good to know
- In Zapier, Fill PDF Form shows one input per form field once you choose the document, so you can map values field by field.
- Ask Across Documents only works with documents already in a PDFBetter workspace. It doesn't take a file from an earlier step.
- Send PDF for Signature emails real recipients and counts toward your signature requests, as in the app.
- AI actions use your AI credits; OCR uses OCR pages; downloads and conversions count as they do in the app.
- Output links are short-lived (about 10 minutes). Pass the file on in the same run instead of storing the link.
Do the triggers need the Business plan?
No. Zapier and Make triggers work on any plan with an account. Only the webhooks you add yourself in API keys settings need Business.
Can a Zap edit the text inside a PDF?
No. Changing page text, images or applying redaction is only possible in the editor. Automations can fill form fields, rearrange pages, convert and run AI on documents.
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Related articles
- Connect PDFBetter to ZapierStart from Settings → Integrations → Set up in Zapier, add a PDFBetter step in a Zap and sign in, then click Allow and connect. Each action a Zap runs counts as one agent & automation run on your plan.
- Connect PDFBetter to MakeStart from Settings → Integrations → Set up in Make, add a PDFBetter module to a scenario, create a connection and click Allow and connect. Each module that runs counts as one agent & automation run.
- Run a workflow and approve its review stepsOn the workflow under Recipes, click Run on a document and pick a document. Progress shows under Runs; a review step shows Needs approval until you click Approve or Reject.
- How AI credits workEvery AI action costs a fixed number of credits, shown on its button before you run it. Your plan includes credits every month; an AI credit pack adds 500 credits for $5 that never expire and are used after the monthly ones.