Integration
BetaTurn PDFs into ClickUp tasks and close them on signature
PDFBetter works with ClickUp through its Zapier and Make apps, with no code. Use it to put documents into your ClickUp workflow: new PDFs become tasks with their key facts, and signature requests close their tasks when everyone has signed. Each run of a PDFBetter step counts as one agent & automation run on your plan.
What you can automate with ClickUp
Tasks from documents: A new PDF → Summarize PDF → a ClickUp task with the summary.
Key facts in custom fields: A PDF → Extract Data From PDF → task custom fields filled with the values.
Close on signature: Document Fully Signed → the task is set to complete.
Set it up
Set it up
You need a PDFBetter account and a Zapier or Make account connected to ClickUp. There is nothing to install.
Connect PDFBetter
In PDFBetter, go to Settings → Integrations and click Set up in Zapier or Set up in Make, then click Allow and connect when PDFBetter asks.
Add ClickUp
In the same Zap or scenario, add a ClickUp step and connect your ClickUp account in Zapier or Make.
Map and test
Map files and fields between the steps, run a test with a real document, then turn the Zap or scenario on.
The PDFBetter steps to use
The PDFBetter steps to use
Summarize PDF, Extract Data From PDF, Document Fully Signed, Send PDF for Signature.
In Make the same steps appear in sentence case. Make also offers Watch recipient signatures and Watch new form responses, which aren't in the Zapier app.
Pricing
Pricing
This works on every PDFBetter account plan, including Free. Each PDFBetter step that runs counts as one agent & automation run; triggers and failed steps don't count.
Agent & automation runs per month: 200 on Free, 5,000 on Pro, unlimited (fair use) on Business.
Zapier's tasks or Make's operations, and your ClickUp plan, are counted by those services as usual.
Plans
What each plan includes
| Free | Pro | Business | |
|---|---|---|---|
| Connect AI agents (MCP) | Included | Included | Included |
| Agent & automation runs per month | 200 | 5,000 | Unlimited |
What it doesn't do
- PDFBetter doesn't connect to ClickUp directly: Zapier or Make runs the steps between them, so you need an account with one of them.
- Download links in a step's output expire after about 10 minutes, so pass files on within the same run.
- AI steps read a PDF's text layer; run Make PDF Searchable (OCR) first on scanned documents.
ClickUp + PDFBetter: questions people ask
Does PDFBetter need access to my whole workspace?
No. PDFBetter only sees the files Zapier or Make send to it. Access to ClickUp is granted to Zapier or Make, not to PDFBetter.
Do I need Zapier or Make to connect ClickUp?
Yes, one of them. Both connect to ClickUp and to PDFBetter; pick the one you already use. Make also has triggers for each recipient's signature and new form responses.
Does it cost extra in PDFBetter?
No. It's included on every plan, including Free; each PDFBetter step that runs uses one of your plan's monthly agent & automation runs.
Are my documents stored in PDFBetter?
Files a step works on are imported into your PDFBetter account so the step can process them, and appear in your documents, where you can delete them.