Excel to emailed PDF

Status: Closed · Asked by Paul Benn on · 0 views

KiwiBa — Question ·

Hi there
There is a pabbly video of how to create a PDF and then email it from records in a google sheet.
I was wondering if we can do the same using excel and onedrive?

Here is the video from the Pabbly tutorials.

youtube.com/watch?v=MKb40s3RTxc

Here is my proposed process:

  1. Customer orders off Kartra site
  2. Pabbly wirtes a record to Google/Excel
  3. Pabbly creates a PDF invoice and emails it

Pabblymember11 — Reply ·

Hey @KiwiBa

You can check for the trigger event of Kartra from their application and can capture the webhook response when a user orders something.

Further, you can refer to the following tutorial on how you can save the record in Google Sheets and email the PDF to the respective users.

youtube.com/watch?v=tdZ6Zh8hvHU

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