Just checking in on this as I have a use case to create a PDF of rows in one of my sheets (filtered on a couple different variables — user and a time period).
It seems like the method that @Darren_Murphy mentioned is to convert a Google doc to a PDF, correct? To do what I want to do, I think I still need to use Zapier/PDF Monkey to generate a PDF out of filtered fields in my app… Right?
You could take those fields and write them to a GDoc, then convert that to PDF. But that’s probably way more effort than it’s worth. So your Zapier/PDF Monkey option is probably the simplest and quickest.
Yes @Darren_Murphy, because there is an html layout definition in PDFMonkey templates that saves a lot of work and gives you full control of the situation. The work there is really very fast.
+1. I made two apps that use PDFMonkey and fully satisfied with it. The work at the start to generate a template is huge but once we get that done it works flawlessly.
Just starting to look at PDF Monkey… seems like a cool tool!
Do you know if there’s a way to somehow load the generated PDF into the Glide app? I’m thinking of a scenario where someone has their data, hits a button “create PDF” and theyre presented with the generated PDF (or download link) inside the app.
If not, what’s your current process? Use a Zap to send it data to PDF Monkey, then login to your PDF Monkey account to download each PDF?
Thanks for that info. For the last part, is that a manual process, or is another zap that you’ve configured to upload the PDF to drive, update the row?
It is just one zap with multiple steps. The lookup makes sure I’m looking at the right row for the update. I use the rowID from the trigger in the 1st step for the lookup later.
I am looking to do something along these lines, although I don’t need to view the PDF in the app after it has been created. I also don’t need to email it, simply store it in a Google Drive folder.