Autype and Salesflare

How to connect Autype

Autype operations on Make

Actions (42)

Things Salesflare can make it do

  • Add a PDF watermark — Add a text watermark to all or specific pages of a PDF. Waits for completion.
  • Bulk render from JSON — Create a bulk render job with an array of variable sets. Each item generates one document. Waits for completion.
  • Bulk render from file — Create a bulk render job by uploading a CSV, Excel, or JSON file with variable data. Waits for completion.
  • Compress a PDF — Compress a PDF to reduce file size. Waits for completion.
  • Convert PDF to image — Convert PDF pages to images (PNG or JPEG). Waits for completion.
Show 37 more actions
  • Convert a DOCX file — Convert a DOCX file to PDF or ODT. Waits for completion.
  • Convert an ODT file — Convert an ODT file to PDF or DOCX. Waits for completion.
  • Create a document — Create a new document in a project. Optionally provide initial content.
  • Create a project — Create a new project in the organization (always PUBLIC).
  • Delete a file — Delete a tool file from storage.
  • Delete a temporary image — Delete a temporary image before it expires.
  • Download a file — Download a tool file by ID.
  • Download bulk render output — Download the bulk render output as a ZIP file.
  • Download render output — Download the rendered document file.
  • Fill a PDF form — 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 PDF form fields — Extract form field names, types, options, and current values from a PDF. Waits for completion.
  • Get PDF metadata — Extract metadata from a PDF (page count, title, author, etc.). Waits for completion.
  • Get a document — Get a document by ID including its latest content (JSON snapshot).
  • Get bulk render status — Get the current status of a bulk render job.
  • Get document variables — Get the variable definitions for a document.
  • Get file details — Get metadata for a specific tool file.
  • Get render job status — Get the current status of a render job.
  • Get tool job status — Get the current status of a tool job.
  • Keep or remove PDF pages — Keep or remove specific pages from a PDF. Waits for completion.
  • List documents — List all documents for the organization. Optionally filter by project.
  • List projects — List all projects for the organization.
  • List render jobs — List all render jobs for the organization.
  • List temporary images — List all non-expired temporary images.
  • List tool files — List all non-expired tool files.
  • List tool jobs — List tool jobs for the organization.
  • Make an API call — Performs an arbitrary authorized API call.
  • Merge PDFs — Merge 2–20 PDF files into a single PDF. Waits for completion.
  • Protect a PDF — Encrypt a PDF with password protection. Waits for completion.
  • Render a document from JSON — Submit document JSON for rendering to PDF, DOCX, or ODT. Waits for completion and returns the download URL.
  • Render a document from Markdown — Submit Extended Markdown content for rendering to PDF, DOCX, or ODT. Waits for completion and returns the download URL.
  • Render a persistent document — Render a pre-existing document from your Autype workspace by its ID. Waits for completion and returns the download URL.
  • Replace placeholders in DOCX/ODT — 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 PDF pages — Rotate specific pages of a PDF by 90, 180, or 270 degrees. Waits for completion.
  • Split a PDF — Split a PDF into multiple parts by page ranges. Output is a ZIP file. Waits for completion.
  • Unlock a PDF — Remove password protection from a PDF. Waits for completion.
  • Upload a document — 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 — Upload a temporary image for use in ad-hoc renders. Images expire after 24 hours.

Not using Salesflare yet?

Salesflare is a CRM for small and medium-sized B2B businesses — it fills itself in automatically so your team actually keeps it up to date.

Try it for free