Workflow Media Manager Actions
      Back to home
      1. Help Center
      2. HubSpot Micro Apps
      3. Workflow Media Manager Actions

      What does the 'Merge Two PDFs Together' action do?

      The "Merge Two PDFs Together" action within the Workflow Media Manager Actions app by Integration Glue allows you to combine two separate PDF documents into a single, unified PDF file. This action is useful when you need to consolidate multiple documents, such as contracts, reports, or invoices, into one file for streamlined processing, sharing, or archiving.

      The action automatically takes the two specified PDF files and merges them into one continuous document, preserving the order and content of both PDFs. This can help simplify workflows by reducing the number of documents you need to manage and share.

      This action is particularly useful when:

      • You need to combine multiple files into one document for easier distribution.
      • You are managing contracts or invoices that need to be merged before sending to clients or partners.
      • You want to automate the process of creating consolidated reports from various PDF sources.

      Screenshot 2025-01-15 161146

      • Folder ID of the output file is the ID of the folder where you want to save the merged PDF file. In HubSpot, files are stored in folders, and this field specifies which folder will contain the merged PDF.
      • URL of the first PDF file The URL for the first PDF document that will be merged. This is typically the file URL of the first document you want to include in the merged file
      • URL of the second PDF file Similar to the first one, this is the URL for the second PDF document that will be merged with the first PDF
      • Name of the output PDF file The name you want to give to the merged PDF file once the two PDFs are combined. This name will be used when saving or referencing the final document.
      • Output property for generated PDF link A HubSpot property where the URL of the newly created, merged PDF file will be stored. This allows you to reference and use the PDF link elsewhere in your HubSpot workflow
      • Visibility of the output file Determines who can access the merged PDF file. You can set the visibility to make the file either private or shared, based on who needs access to it within your organization or externally

       

      Here is a step-by-step guide to setting up the "Merge Two PDFs Together" action:

      Step 1: Select the Action

      • Choose the "Merge Two PDFs Together" action in your workflow.

      Step 2: Configure the Folder ID

      • Folder ID of the output file:
        • Select or enter the Folder ID where you want to store the merged PDF.
        • If you're unsure of the Folder ID, you can find it in your HubSpot files section or select a default folder where the merged PDF will be saved.

      Step 3: Provide the URL for the First PDF

      • URL of the first PDF file:
        • Enter the URL of the first PDF file that will be merged.
        • This URL can be obtained from HubSpot or another integrated service where the file is stored.

      Step 4: Provide the URL for the Second PDF

      • URL of the second PDF file:
        • Enter the URL of the second PDF file that will be merged with the first PDF.
        • Similarly, obtain this URL from your file storage or HubSpot.

      Step 5: Set the Output PDF Name

      • Name of the output PDF file:
        • Enter the desired name for the merged PDF file.
        • Example: "Merged_Invoice_2025.pdf".
        • The name will be used when the PDF is saved to your HubSpot files.

      Step 6: Specify the Output Property for the PDF Link

      • Output property for generated PDF link:
        • Choose or create a HubSpot property where the URL to the merged PDF will be saved.
        • This will allow you to reference and use the merged PDF link in other parts of your workflow or within CRM records.

      Step 7: Set the File Visibility

      • Visibility of the output file:
        • Choose who should have access to the merged PDF.
          • Private: Only users with appropriate permissions will have access.
          • Shared: Make the file available to a wider audience within HubSpot.

      Step 8: Save the Settings

      • After filling out all the necessary fields, save the action setup to finalize the process.

      Step 9: Test the Action

      • Once the action is set up, test it by running the workflow to ensure that the two PDFs are merged correctly and that the resulting file is saved in the specified location with the proper name and visibility.