Learn how to add a watermark to a PDF file using Pabbly Connect. This step-by-step guide covers integration with Dropbox, Cloud Convert, and Microsoft Excel.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for Watermarking PDF Files

To begin the process of adding a watermark to a PDF file, first access Pabbly Connect by navigating to the Pabbly website. If you are a new user, click on the ‘Sign Up’ button to create your account, which takes just a couple of minutes. Existing users can simply sign in using their credentials.

Once logged in, you will land on the dashboard of Pabbly Connect. Click on the ‘Create Workflow’ button to set up a new workflow. This workflow will automate the process of adding watermarks to PDF files uploaded to a specific Dropbox folder.


2. Setting Up the Dropbox Trigger in Pabbly Connect

In this step, you will configure Dropbox as the trigger application in your Pabbly Connect workflow. Select Dropbox from the app list and choose the trigger event as ‘New File.’ This event will initiate the workflow every time a new file is added to your specified Dropbox folder.

Next, connect your Dropbox account to Pabbly Connect by clicking on ‘Add New Connection.’ After successful authorization, you will need to provide the folder path where your files are stored in Dropbox. This path should look like ‘/Cloud convert’. Once you’ve entered the folder path, click on ‘Save and Send Test Request’ to ensure that Pabbly Connect can access the files in that folder.


3. Configuring Cloud Convert Action to Add Watermark

After setting up the Dropbox trigger, the next step is to configure Cloud Convert as the action application. In Pabbly Connect, select Cloud Convert and choose the action event ‘Create Watermark.’ This action will add a watermark to the PDF file that was uploaded to Dropbox.

Connect your Cloud Convert account to Pabbly Connect by clicking ‘Add New Connection.’ Once connected, you will need to map the required fields. For example, use the shareable link from the previous step as the Line Item URL. Specify the watermark text, font size, color, and other formatting options. Once all fields are filled, click ‘Save and Send Test Request’ to proceed.

  • Specify the watermark text (e.g., ‘Demo Watermark’).
  • Set the font size and color using HTML color codes.
  • Define the position and opacity of the watermark.

After completing these settings, you will receive an API response confirming that the watermark has been created. This response will include the URL of the watermarked file.


4. Getting Job Details from Cloud Convert

To ensure that the watermarking process is complete, you need to retrieve job details from Cloud Convert. In your Pabbly Connect workflow, add another action step and select Cloud Convert again. Choose the action event ‘Get Job Details’ to fetch the status of the watermarking task.

Connect using your existing Cloud Convert connection and map the Job ID from the previous step. Click ‘Save and Send Test Request’ to get the job status. If successful, you will see the status as ‘Finished’ along with the URL of the watermarked file. This confirms that the watermark has been applied successfully to your PDF file.


5. Adding Watermarked File Details to Microsoft Excel

The final step in the workflow is to log the details of the watermarked file into Microsoft Excel. In Pabbly Connect, select Microsoft Excel as the action application and choose the action event ‘Add Row to Worksheet.’

Connect your Microsoft Excel account by selecting ‘Add New Connection.’ Once authorized, you will need to specify the worksheet where you want to log the file details. Map the fields for file name, original file URL, and the watermarked file URL from the previous steps. After filling in the necessary details, click ‘Save and Send Test Request’ to complete the process.

Once the test is successful, you can refresh your Excel sheet to see the new entry with the file name, original URL, and watermarked URL. This confirms that your automation workflow using Pabbly Connect is functioning correctly.


Conclusion

Using Pabbly Connect, you can easily automate the process of adding watermarks to PDF files uploaded to Dropbox. This tutorial outlined the integration steps with Cloud Convert and Microsoft Excel to streamline your workflow effectively. With these tools, you can enhance your document management with minimal effort.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.