How to automatically generate PDFs in Zapier (tutorial)

In this video we show how to generate PDFs in a Zapier Zap. We’re going to:
- Take data from a Tally form submission
- Add it to a reusable template designed in DocuPotion
- Generate a PDF of it of the template with our custom data
- Send the PDF via Gmail

The example used in the video is a Customer Feedback Report, but the same approach can be applied to generating PDFs of invoices, contracts, sales proposals or any other business document you want to automate in Zapier.

🧪 DocuPotion
https://docupotion.com/?utm_medium=video&utm_source=youtube&utm_campaign=IqMLjRNsFP4

ℹ️ DocuPotion documentation
https://docs.docupotion.com/

ℹ️ DocuPotion Zapier quickstart guide
https://docs.docupotion.com/article/75-quickstart-zapier-generating-a-pdf-document-in-a-zap

📧 Support
https://docupotion.com/support

Timeline
00:00 Introduction
00:51 Triggering the Zap based on a Tally form submission
01:25 Building a reusable template in DocuPotion
04:20 Making changes to the template
06:30 Adding the PDF generation to our Zap
08:08 Mapping template data
09:40 Sending the PDF via email

Видео How to automatically generate PDFs in Zapier (tutorial) канала Cranford Tech