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 New Deal Trigger

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

Add New Deal Inside Pipedrive

3. Next, click on the Test trigger.

Test New Deal Trigger In Zapier

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

Found New Deal Result

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.

Set Anything To PDF Converter As The Action Step

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 Anything To PDF Converter With HTML Code And Pipedrive Data

7. Here’s the final input request.

Send Anything To PDF Converter Data To Test And 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.

PDF.co Successful Request Result

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

PDF Output Of New Deal Report

NOTE: You can set up the next step to save the generated file in Google Drive or Dropbox depending on your requirement.