🆕 Action · Create PDF · Workflow Automation

We are delighted to announce that :sparkles: Create PDF :sparkles: , one of the most powerful actions, is now available in Supercharged Workflow Automations by Tape.

Overview

The “Create PDF” action allows you to create custom PDF files with any formats and margins from your data for later use in other actions. With the PDF editor, you can design, preview, and automate anything for your work by structuring data and processing variables in PDF files.

A simple use case

“When a record is updated (Trigger) and if the category changed to create an invoice (Filter) then create a new PDF file with custom data and attach the PDF file to this record (Action)."

Create automation using the action “Create PDF”

  • First automation block - Trigger - the “When this happens” automation statement

    • Choose a trigger, for example When a record is updated
    • Set the trigger by selecting the app where the automation should be triggered
  • Second automation block - Filter - the “And if conditions are met” automation statement

    • Set your filter to start actions only if certain conditions are met:
      • A field to be evaluated, at the first dropdown menu
      • An operator at the second dropdown menu, i.e., Contains, Does not contain, Is not, etc.
      • A field value - enter the field value for the selected field from the first dropdown. Note that the operators e.g. “is empty” and “is not empty” do not require you to input a field value
  • Third automation block - Action - the “Then do that” automation statement

    • First, click on + Add action and choose between various actions
    • Set up your action based on the action you’ve selected, like Create PDF here in this example. Change the file name and layout, enter variables with the @-menu or build a table, change the text color, and open the fullscreen for much more options.
    • Choose and setup an additional action
    • Click on + Add action and choose between various actions, e.g. Update record
    • Click + Add field - every field type has its own row. Add as many as you like
    • Set up the action condition to update the collected records:
      • A field to be evaluated, at the first dropdown menu
      • An operator at the second dropdown menu depends on the selected field type i.e., Set value, Set options, Set date, Clear, etc.
      • A field value - enter the field value for the selected field from the first dropdown or attach the created PDF file to a file field
  • Click on Create automation at the top right

Edit and manage actions

The automation editor allows you to edit or manage actions and holds all the important details about your specific automation. To open the editor - click the card with the title of your automation at the gallery of the automation center. From this point, you can choose between various options. Learn more about →


New to workflow automation by Tape? Here’s a summary of what you need to know about automation.

To enable any type of automation, you’ll need to set up a trigger and one or more actions. Some automations also use filters.

  • A trigger is an event that starts an automation. The “When this happens” statement. For example, “When a status changes” Learn more about → 1
  • Filters are optional and start actions only if certain conditions are met. The “And if conditions are met” statement. For example, "only if the status changes to done" Learn more about →
  • An action is an event the automation performs automatically after it is triggered. The “Then do that” statement. For example, “then send an email to a customer” Learn more about →

Check out how to create an automation →