Generate PDFs Using Make.com

FillFaster Support

Last Update 5 måneder siden

To generate a PDF using FillFaster in Make.com, follow these steps:

1. Create a Template Form:

  • Ensure you have a mapped PDF template in FillFaster with all necessary fields.

2. Setup in Make.com:

  • Choose FillFaster App inside a scenario:
  • And choose the "Generate a PDF" module.

3. Select Template and Map Data:

  • This module will display all the templates available in your FillFaster account.
  • Select the desired form template.
  • Map the data fields to the template. You can input dynamic data (from your Make.com scenarios) or set static data.

4. Save Configuration:

  • Save the configuration after mapping the data.

5. Utilize Generated PDF:

  • In the next module, you can use the Generated PDF as a Make's file object.
  • The PDF will appear as a file in Make.com.
  • Map this file to further actions, such as:
    • Uploading to a CRM.
    • Sending via email.
    • Changing the file name if needed.

6. Example:

  • In this example, the generated PDF includes:
    • Date
    • Price
    • Other mapped data fields.

By following these steps, you can efficiently generate and utilize PDFs within your Make.com workflows using FillFaster.

Was this article helpful?

0 out of 0 liked this article

Still need help? Message Us