Imagine directly creating the PDF from html without needing document creation to later convert it into PDF.
Here we are demonstrating the process of taking data from Monday and putting it into an html that is used to create PDF. That PDF is then uploads back to Monday.
Read below to know how you can do this using Doc Crafter!
1️. Trigger: In this example, when a button is clicked in Monday, it sends data to Make.
2️. Get All Fields: It then uses “get an Item” module from Monday to get the columns data for that item.
3️. Create HTML: Put this dynamic data in a template HTML text and store it in a set variable. (set variable can be skipped by putting the text directly into Doc Crafter)
4️. Create PDF: Now the HTML text can be feed to “Convert HTML to PDF” module from Doc Crafter.
This module also allows you to select page size and margins to set for the PDF.
- Download PDF: Doc Crafter will generate a download link in output. Utilize HTTP “Get a File” module to download the PDF using this URL in Make.
This gives buffer data in output.
- Add PDF to Monday: Finally, “Add File to a Column” module from Monday will accept this downloaded buffer data from HTTP and add the PDF back to Monday item.
Whether to deal with PDFs, HTML, Images, Bar code, or any type of document. Doc Crafter is an ultimate solution. If this sounds like something that could make your workflow smoother, we’re here to help you make it a reality.
Best regards,
Msquare Automation
Gold Partner of Make
@Msquare_Automation