Microsoft Power Automate

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 Microsoft 365 subscription or Power Automate standalone plan.

Use Case 1: Generate PDFs from Excel / SharePoint

Generate a PDF from Excel Online or SharePoint data and email it via Outlook.
Excel Online (new row) or SharePoint (new item) → HTTP action (PolyDoc API) → Send email (Outlook)

Power Automate's HTTP connector requires a premium license. If you're on a free plan, use the "HTTP with Microsoft Entra ID" connector or relay via a webhook service.

Create an automated cloud flow

Open Power Automate and click Create → Automated cloud flow. Name your flow (e.g. "Excel Row to PDF").

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Add the trigger

Add the trigger: Excel Online → When a row is added or SharePoint → When an item is created. Select the file location, table, and configure any filters. The trigger provides dynamic content fields for each column.

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Add an HTTP action for PolyDoc

Add an HTTP action and configure:

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

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Use Power Automate expressions to format dates, calculate totals, or transform data before mapping to PolyDoc fields.

Send the PDF by email

Add a Send an email (V2) action (Outlook). Map the recipient, subject, and add the PDF as an attachment:

• Attachment Name: document.pdf
• Attachment Content: select Body from the HTTP action output

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Test the flow and turn it on

Click Test in the top-right, choose Manually, and add a test row to your Excel table or SharePoint list. Verify the PDF is generated and emailed, then turn the flow ON.

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Use Case 2: Microsoft Forms → PDF

Convert Microsoft Forms responses into PDFs and save or email them automatically.
Microsoft Forms (new response) → Get response details → HTTP (PolyDoc) → OneDrive / Outlook

Create a flow with Forms trigger

Create a new automated cloud flow with the trigger Microsoft Forms → When a new response is submitted. Select your form from the dropdown.

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Get response details

Add the Get response details action from the Microsoft Forms connector. This retrieves all form field values using the response ID from the trigger.

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Add HTTP action calling PolyDoc

Add an HTTP action configured for the PolyDoc API. Set the URI, method, and headers as in Use Case 1. In the body, map form field values (available as dynamic content) to your PolyDoc template fields.

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Save or send the PDF

Add a delivery action: OneDrive → Create file to save the PDF, or Outlook → Send an email (V2) to email it. Use the HTTP response body as the file content. Test and activate the flow.

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