From 0c3d424ddeac99aa84032ea45345e2a7d80e537b Mon Sep 17 00:00:00 2001 From: Eric Shore Date: Wed, 17 Sep 2025 14:27:39 -0500 Subject: [PATCH 1/2] Create README.md Add Make.com directory with README.md --- Make.com/README.md | 1 + 1 file changed, 1 insertion(+) create mode 100644 Make.com/README.md diff --git a/Make.com/README.md b/Make.com/README.md new file mode 100644 index 00000000..0459fc36 --- /dev/null +++ b/Make.com/README.md @@ -0,0 +1 @@ +This directory contains examples and instructions for integrating [pdfRest](https://pdfrest.com) with the low-code platform [Make.com](https://www.make.com/) to support PDF processing workflows within Make scenarios. From 74ae0d7269bbfa9feabf4fb31a41c58856724829 Mon Sep 17 00:00:00 2001 From: Eric Shore Date: Wed, 17 Sep 2025 14:35:19 -0500 Subject: [PATCH 2/2] Create README.md Add Make.com tutorial to README.md under Advanced Integrations --- Make.com/Advanced Integrations/README.md | 189 +++++++++++++++++++++++ 1 file changed, 189 insertions(+) create mode 100644 Make.com/Advanced Integrations/README.md diff --git a/Make.com/Advanced Integrations/README.md b/Make.com/Advanced Integrations/README.md new file mode 100644 index 00000000..b8059290 --- /dev/null +++ b/Make.com/Advanced Integrations/README.md @@ -0,0 +1,189 @@ +![ntegrate pdfRest with Make Automation & Google Drive Storage](https://cms.pdfrest.com/content/images/2025/09/Solution-Integrate-pdfRest-with-Make-Automation.png) + +## Low-code Automation with Make.com and pdfRest + + +[Make.com](https://www.make.com/) (formerly Integromat) is a convenient web application for streamlining the creation of automated workflows. Its web interface supports low/no-code incorporation of a wide variety of services. While pdfRest is not currently listed within their available services, pdfRest is callable via the built-in HTTP module, allowing for easy integration within Make scenarios. + +To get started, take a minute and [sign up for a free Starter account](https://pdfrest.com/getstarted/) with pdfRest to generate a dedicated API Key, which will be required for sending calls to the service. + +--- + +## Objective + +This tutorial will demonstrate how to: + +1. Create a scenario that watches a Google Drive folder for new files. +2. Upload the files to the pdfRest API. +3. Process the uploaded files by compressing them with pdfRest. +4. Retrieve the processed files and upload them to a different Google Drive folder. + + +--- +## Step 1: Connect pdfRest to Google Drive + +Begin by creating a new **Scenario**, either by clicking **+ Create scenario** (in the upper-right corner) or by opening the **Scenario Builder** in **Scenarios**. + +![pdfrest-make-solution-1.png](https://cms.pdfrest.com/content/images/2025/09/pdfrest-make-solution-1.png) + +Before calling pdfRest, you will need to access your input file from an app such as Google Drive or OneDrive. This example will use Google Drive to watch a folder for newly created files. See [Make’s documentation](https://help.make.com/connect-to-google-services-using-a-custom-oauth-client) for directions on how to configure access to your particular file source. + +In the new scenario view, click the **+ button** in the center to begin adding apps. + +![pdfrest-make-solution-2.png](https://cms.pdfrest.com/content/images/2025/09/pdfrest-make-solution-2.png) + +Use the search field to locate and select the **Google Drive** app. + +![pdfrest-make-solution-3.png](https://cms.pdfrest.com/content/images/2025/09/pdfrest-make-solution-3.png) + +View the available actions in the Google Drive app, either by clicking on **Google Drive** or by clicking **Show more**. Locate and select **Watch Files in a Folder**. + +![pdfrest-make-solution-4.png](https://cms.pdfrest.com/content/images/2025/09/pdfrest-make-solution-4.png) + +Set **Connection** to your configured connection to Google Drive. In **Select the Folder to be Watched**, set the folder you wish to contain your input document(s). + +Set **Limit** to the maximum number of files to be processed per each scenario run. (This example sets an arbitrarily large value of `99`.) + +![pdfrest-make-solution-5.png](https://cms.pdfrest.com/content/images/2025/09/pdfrest-make-solution-5.png) + +Click **Save**. You will be prompted to set the initial file creation time to check for. + +![pdfrest-make-solution-6.png](https://cms.pdfrest.com/content/images/2025/09/pdfrest-make-solution-6.png) + +Click **Save** to set the current time as the starting time and return to the **Scenario** view. + +Before adding the next **Module**, upload a PDF file to your watched folder. Then, run the scenario by clicking the **Run once** button. This will enable you to view and select the output fields from this module when configuring the next module. + +![pdfrest-make-solution-7.png](https://cms.pdfrest.com/content/images/2025/09/pdfrest-make-solution-7.png) + +Before calling pdfRest, any files detected during the first step must be made accessible. Click the **+** next to your first **Module** to add another **Google Drive** app, this time with the **Get a Share Link** action. + +![pdfrest-make-solution-8.png](https://cms.pdfrest.com/content/images/2025/09/pdfrest-make-solution-8.png) + +Use the same **Connection** setting from the previous module. + +In **File ID**, clicking the text field should reveal a context menu. Click `File ID` from the previous **Google Drive** **Module** to populate the field. + +![pdfrest-make-solution-9.png](https://cms.pdfrest.com/content/images/2025/09/pdfrest-make-solution-9.png) + +Set **Role** to `Reader`, and set **Type** to `Anyone`. This will allow the next module to access new files detected by the first module. + +![pdfrest-make-solution-10.png](https://cms.pdfrest.com/content/images/2025/09/pdfrest-make-solution-10.png) + +Click **Save** to confirm settings and return to the **Scenario** overview. + +--- +## Step 2: Upload from Google Drive to pdfRest + +The next step is to upload the input file using the [**/upload** API endpoint in pdfRest](https://docs.pdfrest.com/pdfrest-api-toolkit-cloud/api-reference-guide/#/upload). + +Click **+** to add a new **App**, then find the built-in **HTTP** **App**. (You may have to search for "http" first.) + +![pdfrest-make-solution-11.png](https://cms.pdfrest.com/content/images/2025/09/pdfrest-make-solution-11.png) + +From the **HTTP App**, select the **Make an API Key Auth request** action. + +![pdfrest-make-solution-12.png](https://cms.pdfrest.com/content/images/2025/09/pdfrest-make-solution-12.png) + +In **Credentials**, click **Add** to add your pdfRest API key. The API key must be placed `In the header` and named **Api-Key**. + +![pdfrest-make-solution-13.png](https://cms.pdfrest.com/content/images/2025/09/pdfrest-make-solution-13.png) + +Click **Create**. This will ensure that the API key is added into the request header. + +Ensure that your keychain is selected in **Credentials**. Next, enter `https://api.pdfrest.com/upload` into the **URL** field. Set the HTTP request **Method** to `POST`. + +![pdfrest-make-solution-14.png](https://cms.pdfrest.com/content/images/2025/09/pdfrest-make-solution-14.png) + +Set **Body type** to `Multipart/form-data`. + +In **Fields**, add a new item. Set **Field type** on the new item to `text` and the **Key** to `url`. Clicking the **Value** field should reveal a context menu containing response items from **Google Drive**. Scroll down to find and select `webContentLink`. + +![pdfrest-make-solution-15.png](https://cms.pdfrest.com/content/images/2025/09/pdfrest-make-solution-15.png) + +Set **Parse response** to `Yes`. This will enable the following Module to read and use the value of the response obtained by this module. + +![pdfrest-make-solution-16.png](https://cms.pdfrest.com/content/images/2025/09/pdfrest-make-solution-16.png) + +Click **Save** to add the app to the **Scenario** and return to the **Scenario** view. + +With both **Apps** added, add a new file to your watched folder and then click **Run** once to run the **Scenario**. A green checkmark on all **Modules** means that the **Scenario** ran successfully. + +![pdfrest-make-solution-17.png](https://cms.pdfrest.com/content/images/2025/09/pdfrest-make-solution-17.png) + +--- +## Step 3: Compress PDF Files on Google Drive with pdfRest + +The next step is to process the newly uploaded PDFs using the pdfRest API. This will use the [**/compressed-pdf** API endpoint](https://docs.pdfrest.com/pdfrest-api-toolkit-cloud/api-reference-guide/#/compressed-pdf). + +Click **+** to add another **HTTP App** with the **Make an API Key Auth request** action. + +Set the **URL**to the endpoint of the pdfRest tool you wish to use, in this **Scenario** we are using `https://api.pdfrest.com/compressed-pdf` to optimize the size of the document. This example will use the [Compress PDF API Tool to optimize the file size of the document](https://pdfrest.com/apitools/compress-pdf/). + +Ensure that **Credentials** is set to the keychain you created earlier. Set **Method** to `POST`, and set **Body type** to `Multipart/form-data`. + +![pdfrest-make-solution-18.png](https://cms.pdfrest.com/content/images/2025/09/pdfrest-make-solution-18.png) + +To set the input file, create a **Body Parameter** named `id` with a **Field Type** of `Text`. Set its value to the `id` field retrieved from the previous **HTTP App**. + +![pdfrest-make-solution-19.png](https://cms.pdfrest.com/content/images/2025/09/pdfrest-make-solution-19.png) + +Add additional `Text` **Field Types** for any additional parameters in your request. For example, the Compress PDF API requires the `compression_level` parameter as shown below. + +![pdfrest-make-solution-20.png](https://cms.pdfrest.com/content/images/2025/09/pdfrest-make-solution-20.png) + +Further down, set **Parse response** to `Yes`. + +![pdfrest-make-solution-21.png](https://cms.pdfrest.com/content/images/2025/09/pdfrest-make-solution-21.png) + +Click **Save** to confirm settings. + +Run your scenario once more by uploading a file and clicking **Run once** to ensure that everything is working and to obtain the field names of the response from the **File Processing Module**. + +--- +## Step 4: Send Compressed PDF Files to Google Drive + +To retrieve the newly compressed file, add a third **HTTP App**, this time with the **Get a file** action. + +![pdfrest-make-solution-22.png](https://cms.pdfrest.com/content/images/2025/09/pdfrest-make-solution-22.png) + + +In **URL**, set the value to the `outputUrl` from the previous **HTTP App's** response. + +![pdfrest-make-solution-23.png](https://cms.pdfrest.com/content/images/2025/09/pdfrest-make-solution-23.png) + +Click **Save** to add this Module. Run the **Scenario** once more with a new file to ensure that all requests run successfully. + +From here, you may send the downloaded file to the location of your choice. A good example would be to use the **Upload a File** **Action** from the ** Google Drive** **App** to send the processed file to a specific Drive folder. + +![pdfrest-make-solution-24.png](https://cms.pdfrest.com/content/images/2025/09/pdfrest-make-solution-24.png) + +Set **New Drive Location** and **New Folder Location** to indicate where to save the compressed file(s). + +In **File**, use the value returned from the **Get a file** action of the **HTTP App**. + +![pdfrest-make-solution-25.png](https://cms.pdfrest.com/content/images/2025/09/pdfrest-make-solution-25.png) + +Click **Save** to confirm. + +Upload one or more files to the Google Drive folder and run the **Scenario** with **Run once**. If successful, all modules will display a green checkmark. + +![pdfrest-make-solution-26.png](https://cms.pdfrest.com/content/images/2025/09/pdfrest-make-solution-26.png) + +Your processed file should now be available in your destination folder. + +![pdfrest-make-solution-27.png](https://cms.pdfrest.com/content/images/2025/09/pdfrest-make-solution-27.png) + + +Of course, you can customize the end step to pass pdfRest output files anywhere you need to send them for the next steps in their journey. + + +If you have any trouble getting this set up or would like more information about how pdfRest can solve your PDF processing challenges, please [let us know](https://pdfrest.com/support/) how we can help! + +--- + +## Conclusion + +By following this guide, you've successfully created a powerful, automated workflow that integrates Make, Google Drive, pdfRest, and your documents. The pdfRest API Toolkit includes dozens of other endpoints for document signing, conversion, securing, and more - all of which can be integrated with Make and your document workflows. + +Now that you've mastered the basics, what will you build next? Get started by [signing up for a free pdfRest Starter account](https://pdfrest.com/getstarted/) and explore the full range of what's possible with the pdfRest API.