How to Search PDF with Using Zapier?

Please check this tutorial to learn how to search PDF files using and Zapier integration. To proceed, please follow the steps below:

  1. Make a Zap!
  2. Choose an App & Event
  3. Connect your Account to Zapier
  4. Specify Criteria Under Customize Search in PDF
  5. Test Action
  6. Result
  7. Zapier Video Tutorial

For this demo, we will use this sample invoice.

Sample Invoice To Search

Step 1: Make a Zap!

  • To begin, let’s start by logging into your Zapier account and clicking on the Create Zap button.

Step 2: Choose an App & Event

  • After the input PDF source is specified, the next step is to Choose App & Event. Pick as the app and Search in PDF as the event.

Set Search In PDF As The Action Step

Step 3: Connect your Account to Zapier

  • To connect your account to Zapier add your API Key. You can obtain the API Key in your dashboard.

Authorize Zapier With API Key

Step 4: Specify Criteria Under Customize Search in PDF

  • In Direct Link To Source PDF, provide or build an input URL for the source PDF.
  • In the Text To Search section, enter the text that you would like to find in the input document. If you prefer a regular expression, enter it here.
  • Choose whether the provided search text will be a regular expression or a direct search in the Use Regular Expression section.
  • Leave the Pages field empty or enter the page range if you have specific pages to search in.

Configure Search In PDF With Invoice And Search Strings

Step 5: Test Action

  • Now, let’s test the action to make sure that we set it up correctly.

Send Search Data To Test And Review

Step 6: Result

  • Here is the search in PDF result. The resulting URL is a downloadable JSON file.

Output PDF In JSON Format

Now, you know how to do a text search within a PDF file using and Zapier integration.

For more resources about Web API, check out this webinar for developers.

Step 7: Zapier Video Tutorial