Integrately

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 Integrately account — sign up for free, no credit card required.

Use Case 1: Generate PDFs from Google Sheets

Create an invoice PDF from each new Google Sheets row and email it automatically.
Google Sheets (new row) → HTTP/Webhook action (PolyDoc API) → Gmail

Integrately offers one-click pre-built automations, but for PolyDoc you'll use a custom HTTP/Webhook action. This works on all plans.

Create a new automation

Log in to Integrately and click New Automation. Give it a descriptive name (e.g. "Google Sheets to PolyDoc PDF").

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Add Google Sheets trigger

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

Select Google Sheets as the trigger app and choose New Row as the event. Connect your Google account, then pick the spreadsheet and the invoices tab to watch.

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Add HTTP/Webhook action for PolyDoc

Add an HTTP/Webhook action and configure:

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

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Add Gmail action to send the PDF

Add a Gmail action after the HTTP step. Map the recipient email, subject, and attach the PDF from the HTTP response body.

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Activate the automation

Click Test Automation to run a test with sample data. Once the PDF is generated and emailed successfully, toggle the automation ON.

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Use Case 2: Webhook-Triggered PDF

Accept incoming webhook data and generate a PDF on demand.
Webhook trigger → HTTP action (PolyDoc API) → Output

Use this approach when your data source isn't directly supported by Integrately — any service that can POST JSON can trigger the automation.

Create automation with Webhook trigger

Create a new automation and select Webhook as the trigger app. Integrately will generate a unique webhook URL — copy it.

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Send test data to the webhook URL

Send a test POST request to the webhook URL with a sample JSON payload. Integrately uses this to learn the incoming data structure and make fields available for mapping.

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Add HTTP action for PolyDoc

Add an HTTP/Webhook action configured for the PolyDoc API. Set the URL, method, headers (Authorization, X-Sandbox), and map webhook fields to the JSON body for your template.

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Deliver the PDF

Add a delivery action — email, cloud storage, or another app — to send or store the generated PDF. Test the full automation end-to-end, then activate it.

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