Data & Docs · CONNECTIONGenerate, compress, flatten and watermark PDFs, read form data, and send documents for signature with PDFGate envelopes, recipients and webhooks.
Explore 20 workflow actions for PDFGate, including account permissions and operation limits.
Choose an action in the workflow builder, connect an account, and map its inputs. These actions are available in the catalog; your account access and a successful test determine whether they work for your setup.
A smaller copy of a stored document, optionally linearized for Fast Web View.
A repeated request may repeat the external action. Review the previous result before retrying a write.
A signing envelope for documents with fillable fields and their recipients (send it next).
A repeated request may repeat the external action. Review the previous result before retrying a write.
Store a recipient for reuse across envelopes (never deduplicated).
A repeated request may repeat the external action. Review the previous result before retrying a write.
Send envelope events to a URL (copy the signing secret from the PDFGate dashboard; it is left out here).
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a document's file and anonymize its data (not while an active envelope uses it).
A repeated request may repeat the external action. Review the previous result before retrying a write.
Permanently delete a draft, completed, expired or voided envelope and its signed files.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Stop sending events to a webhook.
A repeated request may repeat the external action. Review the previous result before retrying a write.
A stored document's form field values, keyed by field name.
A copy of a stored document with its form fields turned into static content.
A repeated request may repeat the external action. Review the previous result before retrying a write.
A PDF from a public URL or raw HTML, stored on PDFGate and answered as its Document (ID, status, size).
A repeated request may repeat the external action. Review the previous result before retrying a write.
A document's status, type, size, metadata and expiry.
An envelope's status, documents and recipient progress.
A stored recipient.
A webhook's URL, events and status.
Every stored recipient with this email (exact, case-insensitive).
Email each recipient a link to sign (embedded recipients get no email).
A repeated request may repeat the external action. Review the previous result before retrying a write.
Change a recipient's display name or metadata (existing envelopes keep the old name).
A repeated request may repeat the external action. Review the previous result before retrying a write.
Store a PDF from a public link so other calls can use its document ID.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Cancel an envelope that still has unsigned documents; unsigned recipients are emailed.
A repeated request may repeat the external action. Review the previous result before retrying a write.
A copy of a stored document with a text watermark.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
Inspect step outputs and confirm the result in PDFGate. A saved workflow is not a completed provider action.
