How to Generate Report with Data from Monday.com using PDF.co and Zapier

In this tutorial we will show you how to generate a PDF Report with New User data from Monday.com using PDF.co and Zapier.

Contents

01
Open Monday.com and Set Trigger Event
    02
    Test the Trigger
      03
      Set Up PDF.co to Generate the PDF Report
        04
        Configure the Anything to PDF Converter
          05
          Test & Review Data
            06
            View and Download the PDF Report

              Step 1: Open Monday.com and Set Trigger Event

              To get started, let’s choose Monday.com as the App and New User as the Trigger Event.

              Screenshot of Trigger Event

              Step 2: Test the Trigger

              Next, we will test the Trigger to make sure that it’s set up correctly.

              Screenshot of Test trigger

              Great! The Trigger worked and Monday.com found a New User in the system.

              Screenshot of user found after test trigger

              Step 3: Set Up PDF.co to Generate the PDF Report

              Let’s set PDF.co as the App and Anything to PDF Converter as the Action Event.

              Screenshot of Action Event

              Step 4: Configure the Anything to PDF Converter

              We will generate a PDF Report using HTML Code and fetch the New User data from Monday.com. To do this, let’s configure the Anything to PDF Converter.

              • In the Input Type field, select Raw HTML code.
              • In the Input field, enter the HTML code and select the corresponding Name and ID Number.
              Screenshot of Set up action

              Step 5: Test & Review Data

              We can now send the Anything to PDF Converter data to PDF.co to Test & Review.

              Screenshot of Test action

              Step 6: View and Download the PDF Report

              Great! PDF.co returned a temporary URL to view and download the PDF Report. Kindly copy and paste the URL to your browser to see the Report.

              Screenshot of successful Test action

              Hurray! We have successfully generated a PDF Report with New User data from Monday.com.

              Screenshot of Generated PDF Report with New User Data from Monday.com
              Screenshot of Generated PDF Report with New User Data from Monday.com

              In this tutorial, we learned how to get New User data from Monday.com. We used that New User data to create a New User PDF Report. And, we also learned how to create a PDF Report using HTML code with Anything to PDF Converter in PDF.co.

              Note: You can add another step to automatically save all the generated PDF Reports in Google Drive or Dropbox depending on your requirement.

              This is another example of how PDF.co and Zapier can generate PDF documents such as reports and invoices by extracting data from other files and digital forms. We have dozens of other tutorials related to this one such as: