How to Generate PDF Report Based on Salesforce data with PDF.co using Zapier

In this tutorial we will show you how to generate a PDF Report every time a New Record is added in Salesforce. This trigger step will lead PDF.co to generate a PDF from a Raw HTML Code with Salesforce data to create a Report.

Contents

01
Open Salesforce and Select “New Record”
    02
    Set Lead as Salesforce Objects
      03
      Test the Trigger
        04
        Access PDF.co and Select “Anything to PDF”
          05
          Configure the Anything to PDF Converter with Salesforce and Report Data
            06
            Test & Review
              07
              Copy and Paste URL to Browser to See Result

                Open Salesforce and Select “New Record”

                To get started, let’s set up our Salesforce Trigger step. Kindly select Salesforce as the App and the New Record as the Trigger Event.

                New Record in Salesforce
                New Record in Salesforce

                Set Lead as Salesforce Objects

                Then, let’s set Lead as the Salesforce Objects.

                Set up Salesforce trigger
                Set up Salesforce trigger

                Test the Trigger

                We ran the trigger test and found a New Salesforce Record that we will use to create our PDF Report.

                Testing a SalesForce Trigger
                Testing a SalesForce Trigger

                Access PDF.co and Select “Anything to PDF”

                In your Zapier workflow, on the PDF.co Action step, let’s choose PDF.co as the App and the Anything to PDF Converter as the Action Event.

                Zapier and PDF.co
                Zapier and PDF.co

                Configure the Anything to PDF Converter with Salesforce and Report Data

                • In the Input Type field, select Raw HTML Code.
                • In the Input field, enter the HTML Code and the corresponding Salesforce data.
                • In the Name field, enter your desired filename.
                Configuring Anything to PDF in Zapier
                Configuring Anything to PDF in Zapier

                Test & Review

                We are now ready to Test & Review our Anything to PDF Converter configuration.

                Test Action in Zapier
                Test Action in Zapier

                Copy and Paste URL to Browser to See Result

                PDF.co generated a temporary URL to access the PDF Report. Kindly copy and paste the URL to your browser.

                Successful test in PDF.co
                Successful test in PDF.co

                Hurrah! We have successfully generated a PDF Report based on Salesforce data.

                In this tutorial, we learned how to set up a New Record Trigger step on Salesforce. We also learned how to create a PDF using HTML Code in PDF.co. And most of all, we used the Salesforce data to generate a PDF Report in PDF.co.

                NOTE: We have several similar tutorial pages wherein we demonstrate how to generate PDF documents such as invoices and reports using data taken from various files and digital forms. By integrating PDF.co with Zapier, you can do the following, and much more: