Excel to emailed PDF
Status: Closed · Asked by Paul Benn on · 0 views
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:
- Customer orders off Kartra site
- Pabbly wirtes a record to Google/Excel
- Pabbly creates a PDF invoice and emails it
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.