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Excel to emailed PDF

KiwiBa

Member
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.


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
 
P

Pabblymember11

Guest
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.

 
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