Make.com

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

Use Case 1: Invoice PDFs from a Spreadsheet

Generate one invoice PDF per new row in your sheet and send it by email (or store it in cloud storage).
Google Sheets (new row) -> HTTP (PolyDoc API) -> Gmail / Google Drive

In this use case, we use Google Sheets as the data source. But you can use any other data source that supports webhooks, such as Airtable, Notion databases, PostgreSQL/MySQL, or NocoDB/Baserow.

Prepare your data source

Create two Google Sheets tabs: invoices and invoice_items. The tables below are examples. You can import your own 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

invoice_number	quantity	name	description	price	original_price
INV-2026-001	1	Web Design Services	Custom website design and development for company homepage	800
INV-2026-001	1	Logo Design	Professional logo design with 3 revision rounds	300
INV-2026-001	1	SEO Optimization	Search engine optimization for 10 target keywords	100	150

Create a scenario

Click Create a new scenario, then add Google Sheets — Watch New Rows on the invoices tab—that is the scenario trigger.

Connect your Google account, select the spreadsheet and the invoices tab, and under Where to start pick From now on for new rows only, or All rows for a one-time backfill after import.

Next, add modules after the trigger in this order: Watch the invoices sheet, Array aggregator, PolyDoc HTTP request, then Gmail or another output. Each following section covers one module. When the chain is ready, use Run once and activate to test and turn the scenario on.

Watch the invoices sheet

Add Google Sheets → Search Rows directly after Watch New Rows. Use the invoice_items tab and filter so invoice_number equals the value from the trigger. That returns all line items for the current invoice.

Flow control: Array aggregator

Add Array aggregator after Search Rows: in the module picker open Flow control, then choose Array aggregator. Set Source module to Search Rows and map each row to an object with quantity, name, description, price, and optionally original_price. The output is the items array for the next step.

Add the PolyDoc HTTP request

Add HTTP → Make a request after Array aggregator and configure:

Authentication type: API key
Credentials

Key: Bearer YOUR_API_KEY (get your API key from the Dashboard)
API key placement: In the header
API Key parameter name: Authorization

URL: https://api.polydoc.tech/pdf/convert
Method: POST
Headers

Name: X-Sandbox
Value: true

Body content type: application/json
Body input method: JSON string
Body content: Map the fields from the Google Sheet to the template fields. See screenshot below.
Parse response: Yes

This example uses a template as source, but you can also use plain HTML or a URL. See more about templates in the Templates section.

Send the generated PDF

Add Gmail → Send an email (or another output module) after the HTTP step. Map:

To: <client_email>
Subject: Invoice <invoice_number>
Attachment file name: invoice-<invoice_number>.pdf
Attachment data: HTTP module Data

Run once and activate

With the full module chain in place, click Run once, add a test row in your sheet, and confirm the PDF. Then turn the scenario ON and set the schedule interval.

Use Case 2: Form Submission Triggers PDF Generation

Generate a PDF as soon as a form is submitted (Tally, Typeform, Jotform, custom form, or any webhook-capable app).
Webhook (form submit) -> HTTP (PolyDoc API) -> Email / Storage

In this use case, we use a Tally and a custom webhook as the trigger. Any service that can POST JSON to your webhook URL can start the scenario — not only form builders.

Add webhook trigger

Create a new scenario and choose Webhooks -> Custom webhook. Save it and copy the generated webhook URL.

Connect your form to the webhook

Paste the webhook URL into your form platform, then submit one test entry so Make learns the incoming or custom form), then submit one test entry so Make learns the incoming field structure.

See Tally's documentation for more details on how to set up a custom webhook in Tally.

Add PolyDoc HTTP request

Add HTTP -> Make a request and configure:

Authentication type: API key
Credentials

Key: Bearer YOUR_API_KEY (get your API key from the Dashboard)
API key placement: In the header
API Key parameter name: Authorization

URL: https://api.polydoc.tech/pdf/convert
Method: POST
Headers

Name: X-Sandbox
Value: true

Body content type: application/json
Body input method: JSON string
Body content: Map the fields from the custom webhook. See screenshot below.
Parse response: Yes

Deliver the PDF

Add Gmail → Send an email (or another output module) after the HTTP step.

Prerequisites​

Use Case 1: Invoice PDFs from a Spreadsheet​

Prepare your data source​

Create a scenario​

Watch the invoices sheet​

Flow control: Array aggregator​

Add the PolyDoc HTTP request​

Send the generated PDF​

Run once and activate​

Use Case 2: Form Submission Triggers PDF Generation​

Add webhook trigger​

Connect your form to the webhook​

Add PolyDoc HTTP request​

Deliver the PDF​