Generate a PDF Report from monday.com Using PDF.co and Zapier

Step 1: Set Up the monday.com Trigger

Create a Zap and select monday.com → New User.

Connect your monday.com account and test the trigger. Select a sample user and confirm that their name and ID are available.

For connection instructions, see the monday.com setup guide.

Step 2: Add PDF.co HTML to PDF Converter

Add PDF.co and select HTML to PDF Converter. Connect your PDF.co account through the OAuth sign-in window.

Choose raw HTML as the input type, then paste this layout into HTML or URL Input:

<!DOCTYPE html>
<html lang="en">
<head>
  <meta charset="UTF-8">
  <title>New User Report</title>
  <style>
    body { font-family: Arial, sans-serif; padding: 24px; }
    h1 { color: #263238; }
  </style>
</head>
<body>
  <h1>monday.com New User Report</h1>
  <p><strong>Name:</strong> USER_NAME</p>
  <p><strong>User ID:</strong> USER_ID</p>
</body>
</html>

Replace USER_NAME and USER_ID with the corresponding monday.com fields using Zapier’s data picker. Do not leave the placeholder text in the HTML.

Step 3: Configure the PDF Output

Complete these settings:

• HTML Template ID: Leave blank because this example supplies HTML directly.
• Page Orientation: Portrait.
• Page Size: A4.
• Media Type: Print.
• Name: monday-new-user-report.pdf.

See the HTML to PDF action documentation for additional formatting options.

Step 4: Test and Publish

Test the PDF.co action and open the returned url. Check that the report displays the correct user name and ID.

To keep the generated reports, optionally add a Google Drive or Dropbox upload action and map the returned URL to its file field. PDF.co’s output URL is temporary.

Publish your Zap to generate reports automatically for new monday.com users.