Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Facebook Lead Ads
Trigger: New Lead
Autype
Action: Select an action
1. Select a trigger
  • Triggers when a new lead is created.

  • Triggers when a new lead is created.

2. Select an action
  • Add a text watermark to all or specific pages of a PDF. Waits for completion.

  • Create a bulk render job by uploading a CSV, Excel, or JSON file with variable data. Waits for completion.

  • Create a bulk render job with an array of variable sets. Each item generates one document. Waits for completion.

  • Compress a PDF to reduce file size. Waits for completion.

  • Convert a DOCX file to PDF or ODT. Waits for completion.

  • Convert an ODT file to PDF or DOCX. Waits for completion.

  • Convert PDF pages to images (PNG or JPEG). Waits for completion.

  • Create a new document in a project. Optionally provide initial content.

  • Create a new project in the organization (always PUBLIC).

  • Delete a tool file from storage.

  • Delete a temporary image before it expires.

  • Download a tool file by ID.

  • Download the bulk render output as a ZIP file.

  • Download the rendered document file.

  • Fill form fields in a PDF with provided values. Supports text, checkboxes, dropdowns, radio groups, and option lists. Optionally flatten fields. Waits for completion.

  • Get a document by ID including its latest content (JSON snapshot).

  • Get the current status of a bulk render job.

  • Get the variable definitions for a document.

  • Get metadata for a specific tool file.

  • Extract form field names, types, options, and current values from a PDF. Waits for completion.

  • Extract metadata from a PDF (page count, title, author, etc.). Waits for completion.

  • Get the current status of a render job.

  • Get the current status of a tool job.

  • Keep or remove specific pages from a PDF. Waits for completion.

  • List all documents for the organization. Optionally filter by project.

  • List all projects for the organization.

  • List all render jobs for the organization.

  • List all non-expired temporary images.

  • List all non-expired tool files.

  • List tool jobs for the organization.

  • Performs an arbitrary authorized API call.

  • Merge 2–20 PDF files into a single PDF. Waits for completion.

  • Encrypt a PDF with password protection. Waits for completion.

  • Submit document JSON for rendering to PDF, DOCX, or ODT. Waits for completion and returns the download URL.

  • Submit Extended Markdown content for rendering to PDF, DOCX, or ODT. Waits for completion and returns the download URL.

  • Render a pre-existing document from your Autype workspace by its ID. Waits for completion and returns the download URL.

  • Replace placeholder tags in a DOCX or ODT document with text, images, lists, or table data. Output format is configurable (DOCX, PDF, ODT). Waits for completion.

  • Rotate specific pages of a PDF by 90, 180, or 270 degrees. Waits for completion.

  • Split a PDF into multiple parts by page ranges. Output is a ZIP file. Waits for completion.

  • Remove password protection from a PDF. Waits for completion.

  • Upload a document (PDF, DOCX, ODT) for use with tool actions. Also accepts images (PNG, JPEG) for use as image variables in placeholder replacement. Files expire after 24 hours.

  • Upload a temporary image for use in ad-hoc renders. Images expire after 24 hours.

Select a trigger and an action

Create workflow (opens in a new tab)