How to integrate with Zapier?
You can find our Zapier app here:
Zapier allows transferring generated documents from one system to another.
In case you would like to learn more about the background of the Zapier or get more inputs how you can use it, feel free to read our article at Medium
In this tutorial, we present an example of the process from the Medium article above:
"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 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:
If you would like to skip the step by step process, feel free to download shared Zap file from the link below.
All links in this section copy the same logic as the explained procedure below. The output of both procedures is therefore the same ZAP automation.
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
If you would need to see more detailed settings, or if Zap is not working, please follow the more detailed section "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
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 optionof the S3 as the "Default" but replace it with the real one, it usually displays an error from the "Default" option
Zapier allows transferring generated documents from one system to another.
In case you would like to learn more about the background of the Zapier or get more inputs how you can use it, feel free to read our article at Medium
In this tutorial, we present an example of the process from the Medium article above:
"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!
If you would like to skip the step by step process, feel free to download shared Zap file from the link below.
All links in this section copy the same logic as the explained procedure below. The output of both procedures is therefore the same ZAP automation.
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
If you would need to see more detailed settings, or if Zap is not working, please follow the more detailed section "Create a ZAP and set your step manually"
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
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: 05/04/2021
Thank you!