Your PDFs, wired
into every Zap.
Generate and fill PDFs, send them as tracked links, and let every open, comment or form submission run the next step in your CRM, Slack or inbox.
Apdf → Zapier
Live
Connected to the apps
you sell with.
Every reader event can reach Salesforce, HubSpot, Slack and thousands of other apps on Zapier.
A buyer reads.
Your Zap runs.
Set the conditions once. Only readers who meet them start your Zap, with their name and email attached.
Zaps your sales team
will actually use.
Built from Apdf’s triggers, actions and searches and the tools revenue teams already live in. Pick one, swap in your own apps, turn it on.
Pricing-page alert
For Account executives-
Trigger ApdfPage ReadPage number 6 · minimum time on page 45 seconds
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Step 2 SlackPost to #deal-deskJane Doe at Contoso has been on pricing for 45 seconds
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Step 3 HubSpotCreate a task for the deal ownerCall Jane today, with the page she read in the task
Buyers rarely tell you they are comparing prices. They show you, by staying on the pricing page. A call while those numbers are on their screen starts with context instead of a cold “just checking in”.
Every open on the record
For RevOps-
Trigger ApdfDocument OpenedWatching your proposal documents · once per reading session
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Step 2 SalesforceFind the contactMatched by the trigger’s Recipient Email
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Step 3 SalesforceLog an activity on the contactJane Doe opened “Acme × Contoso proposal”
Forecast calls run on what reps remember. Put the evidence on the record instead: who opened the proposal, when, and how often they came back, without a single manual entry.
Proposal out at stage change
For Sales ops-
Trigger HubSpotDeal moves to “Proposal”Deal name, amount and primary contact come along
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Step 2 ApdfCreate PDF From HTMLYour proposal template, filled with the deal’s fields
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Step 3 ApdfCreate DocumentHosted in the viewer, ready to share
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Step 4 ApdfCreate Tracking LinkOne link for the primary contact, named to them
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Step 5 GmailSend the emailThe tracking URL in the body, no attachment
Every proposal leaves tracked from the first minute and is named to its reader. No attachment that goes dark in an inbox, no rep forgetting to create the link.
Objections, verbatim
For Account executives-
Trigger ApdfAnnotation Created“Can we get volume pricing here?” on page 4
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Step 2 SlackSend a direct messageTo the deal owner, with the highlighted text
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Step 3 PipedriveAdd a note to the dealComment and Annotated Text, found by Recipient Email
A comment on the price line is an objection said out loud. Answer it the same day, before it turns into a reason to go quiet.
AI follow-up drafts
For SDRs & AEs-
Trigger ApdfPage LeftMinimum completion rate 80%
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Step 2 ApdfFind Reading SessionTime on every page, by the trigger’s Session ID
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Step 3 ChatGPTWrite the follow-upPrompted with the pages they spent longest on
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Step 4 GmailCreate a draftWaiting in the rep’s inbox to review and send
A follow-up that mentions the security section they read twice beats a generic nudge. The rep stays in control, the draft is already written.
Procurement signal
For Sales leaders-
Trigger ApdfDocument DownloadedWatching your contracts and order forms
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Step 2 Microsoft TeamsPost to the deal channelInitech downloaded the MSA
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Step 3 SalesforceUpdate the opportunityNext step: legal review
A download or a print means the PDF is leaving the browser for someone else’s desk, often legal or finance. That is your cue to offer the redlines call.
Built for how
deals really move.
Open-pixel trackers tell you an email was opened, maybe by a security scanner. Apdf tells your Zap who read which page of the proposal, for how long, and what they wrote in the margin.
Every tracking link belongs to one recipient, so every trigger carries their name and email. A Find step in Salesforce, HubSpot or Pipedrive matches the contact straight away.
Tracking linksPage, dwell time, reading time, pages viewed and completion are checked in Apdf before Zapier hears about it. No Filter step, no Zap history full of skimmers.
Engagement analyticsTurning a Zap on registers an automation in your workspace that pushes each event to Zapier. Turn the Zap off and the automation is removed again.
AutomationsPDF actions run as jobs and resume the Zap when the file is ready, so large merges, OCR and Office conversions finish. Results land in Zapier’s file storage.
PDF engineLive before
your next send.
Reader triggers need Pro or Business. Every new account starts with a Pro trial.
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1
Create an API token
Sign up free and create one in your dashboard.
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2
Connect Apdf in Zapier
Search for Apdf in the Zap editor, paste it.
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3
Pick a trigger, turn it on
Choose the event and conditions, map the fields.