PDF GENERATOR Action Automation For Workflows Documentation

Action Name: Generate Document

1. TEMPLATE ID

  • Input Required: Provide the ID of the document template you want to use. This field is mandatory and must correspond to a valid template in your PDF Generator account

    N.B. To get the Template ID, you need to search for the template you created Search for Template

2. FORMAT

  • Input Required: Select the desired file format for the generated document. This determines the output type.

3. OUTPUT

  • Input Required: Select where the generated document should be delivered or stored.

4. NAME

  • Input Required: Provide the name for the generated document. This will be used as the file name in the output.

Action Name: Delete Template

1. TEMPLATE ID

  • Provide the ID of the template you want to delete.

  • Provide the ID of the template you want to delete.

Action Name: Update Template

1. TEMPLATE ID

  • Input Required: Provide the ID of the template you want to update. This field is mandatory and must match an existing template in your PDF Generator account.

N.B. To get the Template ID, you need to search for the template you created Search for Template

2. NAME

  • Input Required: Enter the new name for the template. This will replace the current template name.

Action Name: Search For Template

1.TEMPLATE NAME

  • Input Required: Input the template name here. This field is mandatory.

Action Name: Create Template

1.NAME

  • Input Required: Input the template name here. This field is mandatory.

2.TAGS

  • Input Required: Input the tags for the template here. This field is mandatory.