Step by step guide:

1. 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.

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

Set New User As Trigger In Monday.com

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

Test Monday.com Trigger To Confirm Correct Configuration

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

Monday.com Test Trigger Successful

4. Now, we will set up the PDF.co to generate the PDF Report. Let’s set PDF.co as the App and Anything to PDF Converter as the Action Event.

Set Anything To PDF Converter In PDF.co As The Action Step

5. 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 PDF to Anything 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.

Configure Anything To PDF Converter With Raw HTML Code

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

Send Anything To PDF Converter To PDF.co To Test And Review

7. 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.

Anything To PDF Converter Test Successful

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

Monday.com New User PDF Report Created By PDF.co
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 Report in Google Drive or Dropbox depending on your requirement.

Related Pages: