Carrd

Prerequisites

• A PolyDoc account and API key — sign up for free, no credit card required. The free plan includes 150 PDF conversions per month.
• A Carrd Pro account — see plans (Pro plan required for form elements).

Use Case 1: PDF from Form Submission

Collect form data on your Carrd site and send it via a webhook to an automation tool, which calls PolyDoc to generate a PDF and emails it to the submitter.
Carrd form → Webhook (automation tool) → PolyDoc API → Email PDF

Carrd forms support webhook URLs as form targets — pair with any automation tool (Make, Zapier, or n8n) to call PolyDoc.

Create a form on your Carrd site

In the Carrd editor, add a Form element to your site. Add the input fields you need (e.g. name, email, company). Each field becomes available as a variable in the webhook payload.

Screenshot placeholder: /img/guides/carrd/carrd-uc1-create-form.png

Set the form action to a webhook URL

Select the form element and open its Settings. Under Form Action, choose Webhook and paste the webhook URL from your automation tool (e.g. a Make scenario or Zapier Zap).

Screenshot placeholder: /img/guides/carrd/carrd-uc1-webhook-url.png

Configure the automation to call PolyDoc

In your automation tool, add an HTTP request step to call PolyDoc:

• URL: https://api.polydoc.tech/pdf/convert
• Method: POST
• Headers: Authorization = Bearer YOUR_API_KEY (get from the Dashboard), X-Sandbox = true
• Body: JSON mapping the form fields from the webhook payload to your PolyDoc template.

Screenshot placeholder: /img/guides/carrd/carrd-uc1-automation-polydoc.png

Remove the X-Sandbox header when you are ready to generate production PDFs.

Deliver the generated PDF by email

Add an email step after the PolyDoc request. Attach the binary PDF from the response and send it to the email address collected in the form. Publish your Carrd site and submit a test entry to verify the flow.

Screenshot placeholder: /img/guides/carrd/carrd-uc1-email-pdf.png

Use Case 2: Personalized Document Downloads

Let visitors request a personalized document (quote, certificate, etc.) via a form. An automation tool generates the PDF with PolyDoc and redirects the user to a download link.
Form submit → Automation → PolyDoc API → Redirect to PDF URL

Design a request form

Add a Form element with fields relevant to the document (e.g. recipient name, service, amount for a quote — or attendee name and course title for a certificate).

Screenshot placeholder: /img/guides/carrd/carrd-uc2-design-form.png

Set webhook destination

Set the form action to Webhook and paste the URL from your automation tool. Submit a test entry so the automation platform learns the incoming field structure.

Screenshot placeholder: /img/guides/carrd/carrd-uc2-webhook-destination.png

Generate the PDF and return a download link

In the automation, call the PolyDoc API with the form data mapped to your template. Store the resulting PDF in cloud storage (e.g. Google Drive or S3) and return a public download link. Use a Webhook response step to redirect the user to the PDF URL.

Screenshot placeholder: /img/guides/carrd/carrd-uc2-generate-redirect.png

If your automation tool supports webhook responses (e.g. Make's Webhook response module), you can redirect the user directly to the generated PDF URL after submission.