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".
/img/guides/pabbly-connect/pabbly-connect-uc1-create-workflow.pngAdd 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_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 |
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.
/img/guides/pabbly-connect/pabbly-connect-uc1-sheets-trigger.pngAdd 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/jsonX-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.
/img/guides/pabbly-connect/pabbly-connect-uc1-api-request.pngSend the PDF by email
Add another action and select Gmail → Send Email. Map:
- To:
customer_emailfrom the trigger - Subject: a descriptive subject with the row reference
- Attachment: the PDF response from the API Request step
/img/guides/pabbly-connect/pabbly-connect-uc1-gmail-action.pngTest 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.
/img/guides/pabbly-connect/pabbly-connect-uc1-test.pngUse 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.
/img/guides/pabbly-connect/pabbly-connect-uc2-webhook-trigger.pngSend 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.
/img/guides/pabbly-connect/pabbly-connect-uc2-test-webhook.pngAdd 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.
/img/guides/pabbly-connect/pabbly-connect-uc2-api-request.pngDeliver 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.
/img/guides/pabbly-connect/pabbly-connect-uc2-deliver.png