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Pabbly Connect

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 Pabbly Connect account — view plans. Lifetime and subscription plans are available.

Use Case 1: Generate PDFs from Google Sheets

Generate an invoice PDF for every new row in Google Sheets and email it automatically.
Google Sheets (new row) → API Request (PolyDoc API) → Gmail

Create a new workflow

Log in to Pabbly Connect and click Create Workflow. Name it something descriptive like "Google Sheets → PDF → Email".

Screenshot placeholder: /img/guides/pabbly-connect/pabbly-connect-uc1-create-workflow.png

Add Google Sheets as the 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_numberinvoice_dateinvoice_due_dateinvoice_subtotalinvoice_tax_rateinvoice_tax_amountinvoice_totalcustomer_namecustomer_emailcustomer_streetcustomer_citycustomer_country
INV-2026-0012026-01-152026-02-1412000.11201320John Doejohn.doe@example.com456 Customer AvenueBeautiful CityUK

In the Trigger step, select Google Sheets and choose the New Row event. Connect your Google account, pick the spreadsheet and the invoices tab, then click Save & Send Test Request to pull in a sample row.

Screenshot placeholder: /img/guides/pabbly-connect/pabbly-connect-uc1-sheets-trigger.png

Add an API Request action for PolyDoc

Click + Add Action and choose API Request (Custom). Configure:

  • Method: POST
  • URL: https://api.polydoc.tech/pdf/convert
  • Headers:
    • Authorization = Bearer YOUR_API_KEY (get your key from the Dashboard)
    • Content-Type = application/json
    • X-Sandbox = true
  • Body: select Raw and enter a JSON object mapping trigger fields to your PolyDoc template variables

Use the Insert Data dropdown to map fields from the Google Sheets trigger into your JSON body.

Screenshot placeholder: /img/guides/pabbly-connect/pabbly-connect-uc1-api-request.png

Send the PDF by email

Add another action and select Gmail → Send Email. Map:

  • To: customer_email from the trigger
  • Subject: a descriptive subject with the row reference
  • Attachment: the PDF response from the API Request step
Screenshot placeholder: /img/guides/pabbly-connect/pabbly-connect-uc1-gmail-action.png

Test and make the workflow live

Click Save at each step, then add a new test row to your spreadsheet. Verify the email arrives with the correct PDF. Once confirmed, the workflow is live and will trigger on every new row.

Screenshot placeholder: /img/guides/pabbly-connect/pabbly-connect-uc1-test.png

Use Case 2: Webhook-Triggered PDF

Receive data from any external service via webhook, generate a PDF, and deliver it.
Webhook trigger → API Request (PolyDoc API) → Email / Storage

Add a Webhook trigger

Create a new workflow and select Webhook as the trigger. Pabbly Connect generates a unique webhook URL — copy it.

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

Send a test POST to the webhook

Send a test POST with JSON data to the webhook URL so Pabbly Connect can capture the field structure:

curl -X POST <YOUR_WEBHOOK_URL> \
  -H "Content-Type: application/json" \
  -d '{"name": "Acme Corp", "total": "€3,500.00"}'

Click Capture Webhook Response to confirm the fields appear.

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

Add an API Request action for PolyDoc

Add an API Request (Custom) action configured the same way as in Use Case 1: POST to https://api.polydoc.tech/pdf/convert with your auth header and a JSON body referencing webhook fields.

Screenshot placeholder: /img/guides/pabbly-connect/pabbly-connect-uc2-api-request.png

Deliver the PDF

Add a final action to deliver the PDF — send it via Gmail, upload to Google Drive, or use any supported app. Save and test the full workflow end-to-end.

Screenshot placeholder: /img/guides/pabbly-connect/pabbly-connect-uc2-deliver.png