How to integrate with Zapier?

You can find our Zapier app here:

Zapier allows transferring generated documents from one system to another.

We can imagine an employee, who works with data in a Google spreadsheet. The spreadsheet is set as an input to the automated process from Zapier, via the API, to the output - PDF Generator. Adding a row to the table of the successful course graduates will trigger the sending of data via the API. The output data are generated into a template certificate.

The logic in the background:


Note that even if you would need to set different process, the steps 2 and 3 are basically the same

Before you start:

prepare your own template, or you can use one from the Example Docs, in the article we are working with the "Certificate" example document - you can download the template structure and then import it following the Step 1 in our tutorial
log in/sign up into your Zapier account using invitation link from PDF Generator API
log in/sign up into your Google Drive account, create new Google Sheet File, name the columns

Example Google Sheet document:

Download the complete Zap file and start your process automation right now!

Link 1 --> Upload generated document to your Google Drive Download the ZAP
Link 2 --> Send generated document to AWS S3 Bucket automatically Download the ZAP
Link 3 --> Generate a document using Postman and send generated document via email automatically Download the ZAP

Create a ZAP and set your step manually / ( Zapier support portal)

once you logged in your Zap account, hover over the left sidebar menu and click Make a Zap.
create your steps, as you can see in the picture, follow the videos too see how to set up each step

Customize each step to your needs

Step 1 - Google Sheets

Choose your spreadsheet

Step 2 - Create Document

There are three "Output" options within this step:
URL to PDF File
Raw PDF content
Base64 encoded

You should enter the values into "JSON" option manually, copying the well known JSON file logic, in our case: {"Name":"ColumnName1", "DueDate":"ColumnName2"}

Step 3 - Upload to Google Drive

In the "Customize Upload File" category as the "File" option should be entered "Document" (PDF Generator API)

In case you would need to save the generated document to AWS S3 Bucket, or send generated document via email, you can find two more tutorials here:

Send generated document to AWS S3 Bucket automatically

When adding an AWS account to Zapier, do not select the location optionof the S3 as the "Default" but replace it with the real one, it usually displays an error from the "Default" option

Send generated document via email

Updated on: 25/11/2024