How to integrate with Zapier?
Zapier allows transferring generated documents from one system to another. You can find our Zapier app here.
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.
Prepare your own template, or you can use one of our Example Documents. 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:
Upload generated document to your Google Drive
Send generated document to AWS S3 Bucket automatically
Generate a document using Postman and send generated document via email automatically
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
You can also find more information in the Zapier support portal.
Choose your spreadsheet.
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"}
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:
When adding an AWS account to Zapier, do not select the location option of the S3 as the "Default" but replace it with the real one, it usually displays an error from the "Default" option
Common use-cases of the Expression language
Converting HTML to PDF - How to start?
Which fonts, languages and characters are supported?
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 of our Example Documents. 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!
Upload generated document to your Google Drive
Send generated document to AWS S3 Bucket automatically
Generate a document using Postman and send generated document via email automatically
Create a ZAP and set your step manually
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
You can also find more information in the Zapier support portal.
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 option of 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
Related articles you may find helpful
Common use-cases of the Expression language
Converting HTML to PDF - How to start?
Which fonts, languages and characters are supported?
Updated on: 20/02/2025
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