Pipefy and Zoho PDF Editor integration | Workato

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Triggers

When this happens…

Pipefy

New card Real-time
New card in Pipefy
Deleted card Real-time
Deleted card in Pipefy
Card done Real-time
Card done in Pipefy
Card expired Real-time
Card expired in Pipefy
Updated card Real-time
Updated card in Pipefy
Card late Real-time
Card late in Pipefy
Moved card Real-time
Moved card in Pipefy
Card overdue Real-time
Card overdue in Pipefy
New record Real-time
New record in Pipefy
Record done Real-time
Record done in Pipefy
Updated record Real-time
Updated record in Pipefy
Record overdue Real-time
Record overdue in Pipefy

Any other trigger you can think up

Actions

Do this…

Pipefy

Custom action
Custom action in Pipefy (Custom)
Create card
Create Card in Pipefy
Create record
Create a Database record in Pipefy
Delete card
Delete card in Pipefy
Delete record
Delete record in Pipefy
Get a card by ID
Get a card by ID in Pipefy
Get cards by field
Get cards by field in Pipefy
Get cards by phase
Get cards by phase in Pipefy
Get cards by title
Get cards by title in Pipefy
Get a record by ID
Get a record by ID in Pipefy
Get records
Get records in Pipefy
Get records by field
Get records by field in Pipefy
Move card
Move card in Pipefy
Update card
Update card in Pipefy
Update record
Update record in Pipefy

Any other action you can think up

Zoho PDF Editor

Check PDF Job Status
Retrieves the current status of an asynchronous Zoho PDF Editor job. Returns the status ("inprogress", "success", or "failed") and, on success, a download URL for the result file.
Delete Pages from PDF
Permanently removes the specified pages from a PDF. Supports individual pages and ranges.
Extract Pages from PDF
Extracts selected pages from a PDF and returns them as a single PDF or individual files in PDF, JPEG, or PNG format.
Insert Image Watermark into PDF
Adds an image watermark (PNG/JPEG) to all pages of a PDF with configurable opacity, width, and height.
Insert Images in PDF
Inserts up to 10 images (PNG/JPEG) into a PDF document at specified positions and page ranges. Returns a download URL for the modified PDF.
Insert Page Numbers into PDF
Inserts page numbers (and optionally dates or custom text) into the header or footer of a PDF. Supports font customization and multiple numbering styles.
Insert Pages from Another PDF
Inserts all pages from a source PDF into an original PDF before or after a specified page number. Returns a download URL for the combined PDF.
Insert Text Watermark into PDF
Overlays a text watermark (e.g., "Confidential", "Draft") onto all pages of a PDF. Supports font color, family, size, and rotation direction.
Protect PDF with Password
Applies password protection and/or permission restrictions to a PDF. Supports AES128, AES256, and RC4128 encryption. Can also update an already protected PDF by providing its current password.
Replace Pages in PDF
Replaces a specified page range in the original PDF with pages from a replacement PDF. Page count in both ranges must match.
Rotate Pages in PDF
Rotates selected pages (or all pages) in a PDF clockwise or counter-clockwise by 90, 180, 270, or 360 degrees.
Split PDF
Splits a PDF into equal-sized chunks. For example, splitting a 10-page PDF with split_by=2 produces 5 separate 2-page PDF documents.

Any other action you can think up

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