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PDF Export in Integrately

Automate HTML to PDF Conversion in Integrately

Overview

PDF Export lets you convert HTML content or web pages to PDF directly within your Integrately automations. No coding required - simply connect your PDFCrowd account and automate PDF generation.

Perfect for: Generating invoices, reports, receipts, contracts, and any document that needs to be created automatically from HTML templates or web page content.

Key Features

  • URL to PDF: Convert any publicly accessible web page to PDF
  • HTML to PDF: Convert raw HTML content from previous automation steps
  • Seamless integration: Use file URLs from previous steps (uploads, attachments, storage services) as input
  • Full customization: Control page size, margins, headers, footers, and more
  • File output: Get a downloadable PDF file URL to use in subsequent steps

How It Works

  1. Add the "Convert HTML to PDF" action to your automation
  2. Connect your PDFCrowd account
  3. Provide a URL or HTML content to convert
  4. Configure PDF options (optional)
  5. Use the generated PDF file in subsequent actions

Open in Integrately

Quick Start

The following examples show how to configure PDF Export actions in your Integrately automations.

Note: You need a PDFCrowd account with API access. For testing, you can use username demo and API key demo. Sign up to get your own API credentials.

Example 1: Convert a URL to PDF

The simplest use case - convert a web page URL to PDF. This works for any publicly accessible URL.

Automation Configuration
Action: Convert HTML to PDF
URL: https://example.com/invoice/123
Output Filename: invoice.pdf

The action outputs a file URL that you can use in subsequent steps - for example, to attach to an email or upload to cloud storage.

Example 2: Convert HTML Content to PDF

Convert HTML content directly - useful when generating PDFs from templates or data from previous automation steps.

Automation Configuration
Action: Convert HTML to PDF
HTML Content: 
<html>
<body>
  <h1>Invoice #{{invoice_number}}</h1>
  <p>Amount: ${{amount}}</p>
  <p>Date: {{date}}</p>
</body>
</html>
Output Filename: invoice-{{invoice_number}}.pdf

Use Integrately's data mapping to insert dynamic values from trigger data or previous action outputs into your HTML template.

Example 3: Customized PDF Output

Configure PDF options for professional output with custom page size, margins, and headers/footers.

Automation Configuration
Action: Convert HTML to PDF
URL: https://example.com/report
Page Size: Letter
Orientation: landscape
Margin Top: 1in
Margin Bottom: 1in
Footer HTML: 
<div style="text-align: center; font-size: 10px;">
  Page <span class="pdfcrowd-page-number"></span>
  of <span class="pdfcrowd-page-count"></span>
</div>

Access all available conversion options including headers, footers, watermarks, and advanced page setup.

Full Options Reference: For a complete list of all available conversion options, see the API Reference documentation.

Example 4: Complete Workflow

A typical workflow that generates a PDF and sends it via email:

Automation Steps
  1. Trigger: New form submission in Google Forms
  2. Action: Convert HTML to PDF
    • HTML Content: Custom HTML template with form data
    • Output Filename: submission-{{submission_id}}.pdf
  3. Action: Send Email in Gmail
    • Attachment: PDF file from step 2

The PDF file output from PDFCrowd can be used directly as an attachment in email actions, uploaded to cloud storage, or processed by other apps.

Authentication

When you add the PDF Export action to your automation, Integrately will prompt you to connect your PDFCrowd account.

Required Credentials

username
Your PDFCrowd account username.
api_key
Your PDFCrowd API key (not your account password). To get an API key, sign up for a license.

Connecting Your Account

  1. Add "PDF Export by PDFCrowd" action to your automation
  2. Select the "Convert HTML to PDF" action
  3. Click "Connect" when prompted
  4. Enter your username and API key
  5. Click "Save" to store the connection

Once connected, Integrately securely stores your credentials. You can manage your connections in Integrately's settings.

Error Handling

Common Errors

401 Unauthorized
Invalid username or API key. Reconnect your PDFCrowd account in Integrately.
403 Forbidden
Account suspended or insufficient credits. Check your PDFCrowd account.
400 Bad Request
Invalid field values. Ensure you provide either a URL or HTML Content.
430 Too Many Concurrent Requests
Concurrent request limit reached. Integrately's auto-retry will attempt the action again automatically.

See status codes reference for details.

Debugging

  • Check your automation's History tab for error details
  • Verify field mappings are correct
  • Test URLs in the API Playground first
  • Reconnect your PDFCrowd account if authentication fails

Troubleshooting

Connection Issues

  • Use your API key, not your account password
  • Reconnect your account if you have changed your API key
  • Check Integrately's connection settings to manage stored credentials

Conversion Issues

Output differs from expected

Missing images

  • Use absolute URLs for images
  • Ensure images are publicly accessible
  • For lazy-loaded images, set Content Viewport Height

Support

Integrately Reference

Refer for details to the Integrately Reference.