Activepieces

Prerequisites

• A PolyDoc account and API key — sign up for free, no credit card required. The free plan includes 150 PDF conversions per month.
• An Activepieces account — sign up for free, or self-host the open-source edition.

Use Case 1: Generate PDFs from Spreadsheet Data

Generate an invoice PDF for every new row added to a Google Sheet and send it via email.
Google Sheets piece (new row) -> HTTP piece (PolyDoc API) -> Gmail piece

You can swap the Google Sheets piece for any other data-source piece (Notion, Airtable, PostgreSQL, etc.) — the HTTP step stays the same.

Prepare your data source

Add a worksheet with column headers that match your PolyDoc template. The example below uses an invoices tab and one sample row; you can import data via File → Import (CSV/XLSX).

invoice_number	invoice_date	invoice_due_date	invoice_subtotal	invoice_tax_rate	invoice_tax_amount	invoice_total	customer_name	customer_email	customer_street	customer_city	customer_country
INV-2026-001	2026-01-15	2026-02-14	1200	0.1	120	1320	John Doe	john.doe@example.com	456 Customer Avenue	Beautiful City	UK

Create a flow and add the trigger

In the Activepieces dashboard, click New Flow. Set the trigger to Google Sheets → New Row. Connect your Google account, select the spreadsheet and the invoices tab, then click Test trigger to verify the sample row is detected.

Screenshot placeholder: /img/guides/activepieces/activepieces-uc1-create-flow.png

Add the HTTP piece

Add an HTTP → Send Request action after the trigger and configure:

• URL: https://api.polydoc.tech/pdf/convert
• Method: POST
• Headers:
  • Authorization: Bearer YOUR_API_KEY (get from the Dashboard)
  • Content-Type: application/json
  • X-Sandbox: true
• Body: JSON mapping the spreadsheet columns to your PolyDoc template fields

Screenshot placeholder: /img/guides/activepieces/activepieces-uc1-http-piece.png

Remove the X-Sandbox header when you're ready for production. Sandbox requests return a watermarked PDF and don't count against your quota.

Add an output piece

Add a Gmail → Send Email action (or Google Drive, Slack, etc.). Map the HTTP response body as the attachment data, set the filename from invoice_number (e.g. invoice-INV-2026-001.pdf), and fill in the recipient from customer_email on the row.

Screenshot placeholder: /img/guides/activepieces/activepieces-uc1-output-piece.png

Test and publish the flow

Click Test flow to run the entire chain with the sample row. Verify the PDF arrives, then click Publish to activate the flow.

Screenshot placeholder: /img/guides/activepieces/activepieces-uc1-publish-flow.png

Use Case 2: Webhook-Triggered PDF Generation

Accept incoming JSON via a webhook, generate a PDF, and email it — ideal for form submissions, CRM events, or custom app integrations.
Webhook trigger -> HTTP piece (PolyDoc API) -> Email piece

Add the webhook trigger piece

Create a new flow and set the trigger to Webhook → Catch Hook. Copy the generated webhook URL.

Screenshot placeholder: /img/guides/activepieces/activepieces-uc2-webhook-trigger.png

Send test data to the webhook

Send a test POST request to the webhook URL with sample JSON (e.g. using cURL or your form platform). Click Test trigger in Activepieces so it learns the payload structure.

Screenshot placeholder: /img/guides/activepieces/activepieces-uc2-test-webhook.png

Any service that can POST JSON — Tally, Typeform, your own backend — can trigger this flow.

Add the HTTP piece for PolyDoc

Add an HTTP → Send Request action. Configure it the same way as in Use Case 1, but map the webhook payload fields instead of spreadsheet columns.

• URL: https://api.polydoc.tech/pdf/convert
• Method: POST
• Headers: Authorization, Content-Type, X-Sandbox
• Body: JSON with the webhook data mapped to your template fields

Screenshot placeholder: /img/guides/activepieces/activepieces-uc2-http-piece.png

Deliver the PDF

Add a Send Email action to deliver the PDF. Test the full flow, then Publish. Every incoming webhook request will now generate and send a PDF automatically.

Screenshot placeholder: /img/guides/activepieces/activepieces-uc2-deliver-pdf.png