Automated Document Delivery for Clients

Step 1: Set Up Webhook Trigger

Node: Webhook

Settings: Use default settings and click Listen for test event

Using Postman:

Copy the Webhook URL and make a request with the following payload:

{
    "name": "John Doe",
    "phone": "+1234567890"
}

Success Looks Like: The webhook receives requests and passes the data to the next node for processing.

Step 2: Convert Document to PDF

Node: PDF.co API → Convert to PDF

Settings:

• Convert Type: Document to PDF 
• URL: https://pdfco-test-files.s3.us-west-2.amazonaws.com/doc-to-pdf/sample.docx
• Advanced Options → File Name: ={{ $json.body.name }}

Success Looks Like: Document is converted to PDF with the custom filename and PDF.co returns a temporary output URL.

Step 3: Send via WhatsApp

Node: HTTP Request (Twilio WhatsApp API)

Settings:

• Method: POST
• URL: https://api.twilio.com/2010-04-01/Accounts/[YOUR_ACCOUNT_SID]/Messages.json
• Authentication: HTTP Basic Auth
• Body Content Type: Form Urlencoded

Dynamic Body Parameters:

From: whatsapp:+14155238886
To: =whatsapp:{{ $('Webhook').item.json.body.phone }}
Body: Here's your file
MediaUrl: ={{ $json.url }}

Success Looks Like: Client receives WhatsApp message with the converted PDF document attached to their specified phone number.