TL;DR:

1. In this demo, we will create a PDF report for new Deals.
2. The image below shows a new deal creation on Pipedrive.
3. Next, click on the Test trigger.
4. Test trigger data contains all deals related to information such as organization name, contact name, etc.
5. To create the PDF report, we will use PDF.co as the app and Anything to PDF Converter as the event.
6. Now we need to provide all the event parameters such as source type, input, etc.
7. Here’s the final input request.
8. Output received from PDF.co is in JSON format and contains fields such as URL, page count, error, etc.
9. Here’s how the PDF output for the deal report looks like when opened.

Useful resources

Step by step guide

1. In this demo, we will create a PDF report for new Deals. Select Pipedrive as the application and New Deal as the event.

Pipedrive App/Event

2. The image below shows a new deal creation on Pipedrive.

New Deal

3. Next, click on the Test trigger.

Test Trigger

4. Test trigger data contains all deals related to information such as organization name, contact name, etc.

Find Data

5. To create the PDF report, we will use PDF.co as the app and Anything to PDF Converter as the event. Anything to PDF Converter can convert formats such as HTML, document, spreadsheet, presentation, and URL to the PDF.

Choose App/Event

6. Now we need to provide all the event parameters such as source type, input, etc. Select Raw HTML code to convert to PDF as the Source Type. In the Input field, specify the basic HTML report covering the deal information as shown in the screenshot. Lastly, enter the output file name and its PDF extension.

Customize

7. Here’s the final input request.

Test/Review

8. Output received from PDF.co is in JSON format and contains fields such as URL, page count, error, etc. Here URL refers to the PDF output report.

Output

9. Here’s how the PDF output for the deal report looks like when opened.

PDF Output

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