Create Invoice PDF Using Integromat/Make and Text Format

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Hey, guys!

I’m currently on an endeavour to replicate my Glide’s Tabs into PDF so my clients can export it and send to their clients.
So far, so good: I learned how to use Integromat/Make and how to manipulate Google Docs and Drive to send data via webhook and get a nice looking PDF document.

But now for the invoice I’m kinda stuck. I have been reading everything I could find here in our community and learned that I should make a joined list with all the values (texts) I need to have in my invoice, ok. But there are two major things that I’m not able to wrap my head around:

  1. how to make it look like a table; and

  2. how to format parts of my text to bold, for example.

Here is how my Glide’s Tab look like. I could really use some of your ideas!

Thanks in advance

image
image1061×422 12.1 KB

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I would suggest using the DocsAutomator or PDFMonkey directly, they provide you with nice ways to do what you’re trying to do, as long as you’re able to craft up a template.

@Rupert can assist you further, he’s DocsAutomator’s founder.

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Thanks for the mention @ThinhDinh! :slight_smile:

@Werther Let me know if I can help!

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You could always export it as a csv and have it run through a Zap to print, if that works?

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How do you keep the format though?

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Csv files can easily be made into tables, right?

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I mean once you have already exported it as CSV, what would you do next to print it and keep the same format as the screen he showed above?

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Hey, Thin.

Thanks for the tips, but I’m already paying Make/Integromat plans. Because of that I couldn’t afford one more license.
I have tried to work with PDF Monkey before, but I got stuck when trying to create a teamplate using HTML/CSS. That’s exactly why I started using Make+Google Docs, crafting templates in Word style is very easy.
For textual documents it works just fine, too bad I can’t find a way to make this table style right now.

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Have you checked this? Still requires building a template, but it’s free.

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