How to Get Data from Mailchimp as PDF using PDF.co and Zapier

Mailchimp is very useful in sending campaigns to your customers, subscribers, and prospect customers/subscribers. Getting new subscribers and having a list of them in a separate PDF would be very useful especially when you want to compile them. You can automate this process using PDF.co Web API and Zapier.

Here’s a step-by-step guide:

  1. Create a Zap
  2. Select a Trigger App
  3. Select a Trigger Event
  4. Set up Trigger
  5. Test Trigger
  6. Select an Action App
  7. Select an Action Event
  8. Set up Action
  9. Test Action
  10. Result

We will use this sample PDF template for this tutorial. We will insert the data from the new subscribers in Mailchimp into this PDF.

Screenshot of the Source PDF Template
Screenshot of the Source PDF Template

First, make sure that you already have a subscriber in your Mailchimp campaign so that Zapier can fetch data and continue with the steps.

Screenshot of Subscribers in Mailchimp
Screenshot of Subscribers in Mailchimp

Here’s a step-by-step guide with screenshots:

1. Create a Zap

  • On your Zapier dashboard, click Create Zap

2. Select a Trigger App

  • For this tutorial, we will use Mailchimp as our Trigger App

Select a trigger app

3. Select a Trigger Event

  • For the Trigger Event, select New Subscriber. This will trigger the Zap every time you have a new subscriber

Select a trigger event

4. Set up Trigger

  • Select the Audience that you want to use

Set up trigger

5. Test Trigger

Test trigger

Test trigger successful

6. Select an Action App

  • Search and select PDF.co as the Action App

Select an action app

7. Select an Action Event

  • Select PDF Filler as the Action Event. This will be the API that we will use to fill out the template PDF.

Select an action event

8. Set up Action

  • For the Source PDF, insert the link where your template PDF is located
  • For the Text objects, put the X and Y coordinates where you want to insert the text, the page, the data from Mailchimp, font size, and font family. You can get the X and Y coordinates of your PDF for free here.
  • You may also set the name of your output PDF

Set up action

Set a name for your output

9. Test Action

  • You will be given an output link where you can view and download your output PDF

Test action

Test action successful

10. Result

  • Here’s what the result looks like
Screenshot of the Output PDF
Screenshot of the Output PDF

In this tutorial, you’ve learned how to insert data from Mailchimp into a PDF using PDF.co and Zapier.