Need help creating PDF using variables from Zoho sheet

[rajeswernaidu]

I could successfully create pdf of google docs template, with variables from google sheets. Is there a way to create PDF using variables from Zoho Sheets?

 

[ArshilAhmad]

Hi @rajeswernaidu,

It seems that you want to use Zoho Sheets as the trigger step of your workflow instead of Google Sheets.

You can set up Zoho Sheets as the trigger step in your workflow by following the steps outlined in the video shared below. Only the first half of the video is relevant for your use case.

 

[rajeswernaidu]

Thanks for your response. Using Zoho sheet as trigger is not an issue. But to create PDF using Zoho platform (without google docs/drive is.

 

[Deleted member 15445]

Hey @rajeswernaidu

Kindly let us know which Zoho application you need for generating PDFs, so we can explore the integration and offer further assistance.

 

[rajeswernaidu]

Hey @rajeswernaidu

Kindly let us know which Zoho application you need for generating PDFs, so we can explore the integration and offer further assistance.

Thanks for your help. I figured out a way to create PDF file from Zoho form using "merge" option. But I would like to know if there is an option to create PDF & email using Pabbly Connect, when a data is entered in Zoho form.

 

[ArshilAhmad]

You can try using PDFMonkey to create PDFs and the Gmail action step to send emails.

 

[rajeswernaidu]

Thank you. Will find a way