The "Split PDF" action within the Workflow Media Manager Actions App by Integration Glue allows you to break a single PDF file into multiple smaller PDF files based on the number of pages or specific page ranges. This action is useful when you have a large PDF document that you need to distribute in smaller parts or if you want to separate different sections for easier management and sharing.
The action works by specifying which pages of the original PDF should be extracted and saved as separate PDF files. For example, if you have a 10-page document and only want pages 1–3 to be extracted, this action will create a new PDF file containing just those three pages.
This action is particularly useful when:
- You have large PDF files and want to split them into smaller, more manageable parts.
- You need to extract specific pages from a document for separate processing or sharing.
- You want to create multiple PDFs from one document without manually editing the file.
- Folder ID of the output file specifies the folder within your system or storage location where the resulting PDF will be saved after the split. You need to choose or enter the folder ID to ensure the output file is saved in the right place.
- Name of the output file defines the name of the new PDF file that will be created after splitting. It could be something descriptive like "Extracted_Pages_1_to_3" or a custom name that aligns with your workflow.
- URL of the first PDF file The URL points to the location of the original PDF that you want to split. This should be the path or link to where the file is stored, whether in HubSpot, an external location, or on your server.
- Start page defines the first page of the PDF document that you want to extract. For example, if you want to split pages 1 to 5, you would set the start page as 1.
- End page defines the last page of the PDF you want to include in the output. Continuing with the previous example, if you want to extract pages 1 to 5, you would set the end page as 5.
- Property to save the PDF in specifies the HubSpot property where the link to the newly generated PDF should be saved. This could be a custom property or a standard property that holds file URLs in your CRM record
- Visibility of the output file defines who can view or access the output PDF.
Here’s a step-by-step guide to setting up the "Split PDF" action:
Step 1: Choose the "Split PDF" Action
- Navigate to your HubSpot Workflow.
- In the workflow editor, add an action by selecting the "Split PDF" action from the Workflow Media Manager Actions by Integration Glue.
Step 2: Set the Folder ID for the Output File
- Folder ID of the output file:
- Choose the folder where you want the new, split PDF file to be saved. If you’re unsure about the folder ID, you can usually find it in your file management system or specify it according to your internal structure.
Step 3: Define the Output PDF File Name
- Name of the output file:
- Provide a name for the new PDF. This will be the title of the split document. You can use a dynamic name or something descriptive like "Split_Pages_1_to_3".
Step 4: Provide the URL of the Original PDF
- URL of the first PDF file:
- Insert the URL of the original PDF document you want to split. This can be from HubSpot's file manager or any URL location where the PDF is stored.
Step 5: Specify Pages to Extract
- Start page:
- Enter the starting page number of the range you want to extract. For example, if you want to start from page 2, enter
2.
- Enter the starting page number of the range you want to extract. For example, if you want to start from page 2, enter
- End page:
- Enter the ending page number of the range you want to extract. For example, if you want to stop at page 5, enter
5.
- Enter the ending page number of the range you want to extract. For example, if you want to stop at page 5, enter
Step 6: Set the Property to Save the PDF Link
- Property to save the PDF in:
- Choose the property in your HubSpot records where the link to the newly split PDF will be saved. This could be a property like "File URL" or a custom property that holds file URLs.
Step 7: Define the Visibility of the Output File
- Visibility of the output file:
- Set the file's visibility. You can choose between private, shared, or public visibility, depending on who should have access to the newly created PDF.
Step 8: Save and Activate the Workflow
- Once all the fields are configured, save the changes.
- Activate the workflow to ensure the "Split PDF" action runs whenever the workflow criteria are met.