PDFBetter works with monday.com through its Zapier and Make apps, with no code. Use it to follow every document on a board: items created from incoming PDFs, signature requests sent from an item, and status columns that update when documents are signed. Each run of a PDFBetter step counts as one agent & automation run on your plan.
What you can automate with monday.com
Items from incoming PDFs: A PDF arrives → Extract Data From PDF → a monday.com item with the extracted values in columns.
Send for signature from a board: An item's status changes to Send → Fill PDF Form → Send PDF for Signature.
Status on signature: Document Fully Signed → the item's status changes to Signed.
Set it up
Set it up
You need a PDFBetter account and a Zapier or Make account connected to monday.com. 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 monday.com
In the same Zap or scenario, add a monday.com step and connect your monday.com 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
Extract Data From PDF, Fill PDF Form, Send PDF for Signature, Document Fully Signed.
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 monday.com 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 monday.com 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.
monday.com + PDFBetter: questions people ask
Can I see each signer's progress?
Get Signature Request returns each recipient's status. Make's Watch recipient signatures module also fires each time one person signs.
Do I need Zapier or Make to connect monday.com?
Yes, one of them. Both connect to monday.com 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.