Automating Digital Membership Card Generation & Delivery Using Make

Questions
1

Hi everyone,

I’m currently building an automation in Make to issue digital membership cards automatically when a new member signs up.

Here’s the workflow I’m trying to create:

  1. Trigger: New member added in CRM / Google Sheets

  2. Generate a personalized digital membership card (with name, ID, expiry date, QR code)

  3. Store card details in a database / sheet

  4. Automatically send the card via email (PDF or image format)

I’m exploring options like:

  • Using a template engine for card design

  • Generating a QR code dynamically

  • Converting HTML to PDF

  • Storing the file in Google Drive before sending

My main challenges:

  • Best way to dynamically generate the card layout

  • Handling image/PDF generation smoothly inside Make

  • Keeping the workflow scalable for higher volumes

Has anyone implemented something similar?

1 Like
2

Hello,

Yes. We did many similar projects.

For card generation, you can use PlacidApp or GenerateBanners. You can also use Google Slides but it requires a little bit more skills.

For generating QR codes, there are many ready-made APIs available. Since you want to convert HTML to PDF, you might want to consider 0CodeKit.

There is no single correct approach. Everything depends on the entire project and your specific process. You can always discuss it with experts or one of Make Partners in the “Hire a Pro” section:

Have a nice day,
Michał