Zapier Integration - Automate PDF Generation and Send as Attachment With Zapier Step-By-Step Guide
PDF files are the best exchange format to perserve and present the content and layout and it ensures the content look the same across different devices and platforms.
Want to create PDFs by using reusable templates and API? With APITemplate.io PDF Generation and Zapier integration, you can automate your email workflow to attach a templated PDF and have full control of PDF footer/header.
For example, you can send the weekly email and a attach a PDF to clients on a schedule.
We also support dynamic QRCode and barcode generation for your PDF
The followings are the steps to configure Zapier to attach PDF generated by APITemplate.io and send out an email as attachment
Step 1 - Create a trigger first(In our case, we use 'Schedule by Zapier'). Then add an new action and find our app("Generate PDF or Image by APITemplate.io")
Step 2 - Select an action event("Create PDF by Using a Template")
Step 3 - Choose account and click on the blue button to sign in to our app
Step 4 - Locate your API Key in your web console and enter it in zapier's connection
Step 5 - Select the newly created connection
Step 6 - Under "Setup action", select a template
Step 7 - Copy the sample JSON from the template editor under "Sample JSON"
Step 8 - Paste the JSON data into json data in Zapier
Step 9 - Test the action and generate a sample PDF
Step 10 - Create a new action "Send outbound email", under attachment select "Download Url"
Step 11 - Fill in other information such as subject, to and body
Step 12 - Test the action
Step 13 - Check your mail client for the email
Step 14 - Turn on your zap & done!