Integrately Integration Guide

Learn how to integrate PDFBolt with Integrately to automate PDF generation in your workflows. Generate professional documents from templates, HTML content, or web pages using Integrately's simple automation platform.

Prerequisites

Before starting, ensure you have:

1. PDFBolt API Key

• Sign up or log in to your PDFBolt account.
• Navigate to the API Keys section.
• Copy your API key for authentication.

2. Integrately Account

• Active Integrately account (free or paid plan).

Quick Start

View PDFBolt on Integrately.

Basic Setup

Create Your First Automation

1. Log in to your Integrately account.
2. Click + New Automation in the left sidebar.
3. Choose your trigger app (the app that will start your automation).
4. Search for and select PDFBolt as your action app.

Choose Your Action

PDFBolt offers three flexible actions in Integrately:

Action	Best For	Returns
Convert document to PDF in PDFBolt	Immediate PDF delivery (Direct)	Raw PDF file
Convert document to download link in PDFBolt	URL-based access (Sync)	JSON with download URL
Run asynchronous conversion in PDFBolt	High-volume processing (Async)	Request ID for tracking

Action Details

See API Endpoints for detailed specifications of each conversion method.

Choose Your Source

Before configuring your automation, decide which content source you'll use:

Source	Best For	When to Use
Templates	Recurring documents with consistent layouts	Invoices, contracts, certificates – any document you generate repeatedly with different data
HTML	Custom documents	When you need full control over a unique layout
URL	Existing web pages	Archiving documentation, reports, capturing dashboards, saving public web content

Source Parameters

Learn more about source parameters in the API Documentation.

Source 1: Templates

Templates provide the most efficient way to generate consistent, branded PDFs by separating design from data.

How It Works

1. Create your template in PDFBolt's template designer:

• Build custom layouts with HTML, CSS, and Handlebars variables.
• Or start with a ready-made template from the gallery.

2. Publish the template to make it available via API and get your unique templateId.

3. Use in Integrately with just templateId and templateData.

4. Receive your PDF – PDFBolt merges the data with your template and returns the generated PDF.

Template Setup

Learn how to create and manage templates in the Templates Documentation.

Example: Invoice Generation

Real-world scenario: Customer places an order in your e-commerce system. Automatically generate a professional invoice PDF and email it to the customer.

Step 1: Create an automation in Integrately and select your trigger app (e.g., Shopify: Order is paid in Shopify, WooCommerce: Order is completed in WooCommerce, etc.). In this example, we use Google Sheets: Spreadsheet row is created.

Step 2: Add PDFBolt as your action app.

Step 3: Select Convert document to PDF as the action.

Step 4: Connect PDFBolt securely by pasting your API key.

• Click Get API Key – you'll be redirected to PDFBolt's API Keys section where you can create a new key or copy an existing one.

Step 5: Select what you want to convert to PDF.

In this example, choose Saved Template as your source.

Step 6: Configure the PDF conversion settings.

Set your desired options such as Page Format, Margins, and other parameters.

Required fields:

• Template ID: Enter your template ID from PDFBolt.
• Template Data: Map fields from your trigger to template variables.

Dynamic Mapping

Use Integrately's field mapping interface to connect trigger data to your template variables. Field names must match your template's Handlebars variables exactly.

Step 7: Add another action to send the PDF.

• Choose Gmail or SendGrid to send the invoice via email.
• Or select Google Drive or Dropbox to store it in cloud storage.

Template Automation Example

Complete automation flow:

1. Google Sheets: Spreadsheet row is created – New order data added.
2. PDFBolt: Convert document to PDF – Generates invoice PDF.
3. Gmail: Send email – Sends invoice to customer.

Other E-commerce Integrations

This pattern works with Shopify, WooCommerce, Stripe, Square, BigCommerce, or any e-commerce platform in Integrately. Simply map order fields to your template variables.

Source 2: HTML

Convert HTML directly into PDFs – perfect for custom documents or one-time layouts.

How It Works

1. Generate or paste HTML content in your workflow.
2. Integrately automatically handles Base64 encoding.
3. PDFBolt converts encoded HTML to PDF.
4. Receive your PDF.

Automatic Encoding

When you paste HTML into Integrately's PDFBolt action, it automatically handles Base64 encoding – no manual encoding step needed.

Example: Event Program

Real-world scenario: Organizing a webinar or conference. Generate a PDF program with schedule, speakers, and session details that attendees can download.

Step 1: Set up your trigger (e.g., Typeform: Form is submitted in Typeform or Google Forms: Response is created in Google Forms). In this example, we use Google Forms.

Step 2: Add PDFBolt: Convert document to download link action (or Convert document to PDF).

Configure the action:

• Source: Select HTML.

• HTML: Paste your HTML content (you can include dynamic values from previous steps).

• Adjust additional parameters, for example:
  • Format: A3
  • Print Background: true

PDF Customization

Customize PDF formatting by configuring additional parameters in the PDFBolt action. See Conversion Parameters for all available options. In Integrately, you'll also find helpful notes about units, example values, and more.

Step 3: Add an email action to send the program.

• Choose Gmail or SendGrid to send the event program via email.
• Include the PDF download link in the email body or attach the PDF file directly.

HTML Automation Example

Complete automation:

1. Response is created in Google Forms – Event registration submitted.
2. PDFBolt: Convert document to PDF – Generate program PDF from HTML.
3. Gmail: Send Email – Deliver program to attendee.

Source 3: URL

Generate PDFs from any publicly accessible webpage – ideal for archiving web content, capturing dashboards, or saving documentation.

How It Works

1. Provide the target webpage URL.
2. PDFBolt loads and fully renders the page.
3. Returns PDF of the rendered page.

Example: Team Report Distribution

Real-world scenario: When someone triggers the automation from a Slack channel (e.g., by typing "/generate-report"), automatically capture the current state of the dashboard as PDF and distribute it to the team.

Step 1: Set up Slack: Message is posted on private channel trigger.

Configure the trigger to monitor a specific channel where team members can request reports (e.g., #reports or #analytics).

Step 2: Add PDFBolt: Convert document to download link action.

Configure the action:

• Source: Select Webpage URL.

• URL: Enter your dashboard or report URL.

Adjust additional parameters, for example:

• Format: A4
• Print Background: true
• Margins: e.g., 20px

Step 3: Add Slack: Send channel message action.

Share the generated report PDF with the team directly in Slack, including the download link.

Step 4: Add Google Drive: Upload file action.

Archive the PDF in a designated Google Drive folder (e.g., "Weekly Reports") for historical records and easy access.

URL Automation Example

Complete automation:

1. Slack: Message is posted on private channel – Team member requests report.
2. PDFBolt: Convert document to download link – Capture dashboard as PDF.
3. Slack: Send channel message – Share PDF with team.
4. Google Drive: Upload file – Archive in Reports folder.

Converting PDFs with Async Method

For high-volume document generation or when working with large files, use the Run asynchronous conversion action.

How It Works

1. Submit conversion request to PDFBolt.
2. Receive immediate requestId confirmation.
3. PDFBolt processes in background.
4. Receive webhook notification when complete.

Async Benefits

Async conversion prevents timeouts, handles larger files, and returns immediately with just a request ID – allowing you to submit multiple conversions rapidly without waiting for each to complete. Perfect for batch processing and high-volume workflows.

Note: Async conversion requires a PDFBolt paid plan.

Example: Bulk Rental Agreement Generation

Real-world scenario: Property management company needs to generate lease agreements for multiple new tenants moving in at the beginning of the month. Use async conversion to generate agreements without waiting for each to complete.

Step 1: Set up trigger (e.g., Airtable: Record is created in Airtable).

Configure the trigger to monitor your tenant database.

Step 2: Add PDFBolt: Run asynchronous conversion action.

Configure the action:

• Template ID: Your lease agreement template ID.
• Template Data: Map tenant and property information from your trigger (e.g., tenant name, property address, lease duration, monthly rent, deposit amount, move-in date, etc.).
• Webhook URL: Enter your webhook endpoint to receive completion notifications.

Webhook Required

Async conversion requires a Webhook URL to receive completion notifications. You must provide a valid webhook endpoint.

Step 3: Store the requestId for tracking (optional).

You can save the returned requestId back to your Airtable for reference and tracking.

Step 4: Add follow-up actions.

For example, update the lease status in your database or send a notification to your property management team.

Async Automation Example

Complete automation:

1. Airtable: Record is created in Airtable – New tenant lease information added.
2. PDFBolt: Run asynchronous conversion – Generate lease agreement PDF.
3. Airtable: Update record in Airtable – Store request ID for tracking or update status.

Additional Resources

PDFBolt Documentation

• Templates Management Guide – Create and manage templates.
• Templates Docs – Templates overview, benefits, and use cases.
• API Endpoints – Complete endpoint reference.
• Conversion Parameters – Full parameter documentation.
• Error Handling – Error codes and solutions.

Integrately Resources

• Integrately Help Docs
• Integrately Blog
• Browse All Available Apps