Goal: To automatically create a customized digital poster (based on CRM info) and email it as a PDF attachment.
The Story: I have a Google Docs template with an image in the background and merge fields over top.
I connected HubSpot to Google Docs to pull data from HubSpot CRM and populate the template.
The Google Docs module is a “Create a Document from Template” module.
I want to convert that template into a PDF file and email it and an attachment.
I tried adding a Google Docs “Download a Document” module next, but it required me to choose an existing file. I can only choose the template. There is no option to choose the output from the last module.
What is the 3rd module I should be adding and what should I do? Thanks.