PDFBetter works with Trello through its Zapier and Make apps, with no code. Use it to keep document work on the board: cards for new PDFs with a summary, signature requests sent from a card, and the signed file attached when it's done. Each run of a PDFBetter step counts as one agent & automation run on your plan.
What you can automate with Trello
A card per document: A PDF arrives by email → Summarize PDF → a Trello card with the summary and the file.
Sign from a list: A card moves to To sign → Send PDF for Signature with the attached PDF.
Done when signed: Document Fully Signed → Download Signed PDF → attached to the card, which moves to Done.
Set it up
Set it up
You need a PDFBetter account and a Zapier or Make account connected to Trello. 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 Trello
In the same Zap or scenario, add a Trello step and connect your Trello 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, Send PDF for Signature, Document Fully Signed, Download Signed PDF.
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 Trello 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 Trello 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.
Trello + PDFBetter: questions people ask
Can a PDF attached to a card be used?
Yes, if Zapier or Make can read the attachment. Map it into the PDFBetter step's file field.
Do I need Zapier or Make to connect Trello?
Yes, one of them. Both connect to Trello 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.