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Tiime

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 Tiime account with API access — see available plans.

Use Case 1: Custom-Branded Invoice PDFs​

Generate custom-branded invoice PDFs from Tiime data using an automation tool as the bridge.
New invoice → API/webhook → Automation tool → PolyDoc API → Email branded PDF

Set up Tiime API access​

Log in to Tiime and navigate to your account's API settings. Generate an API key or OAuth credentials so your automation tool can authenticate with the Tiime API.

Screenshot placeholder: /img/guides/tiime/tiime-uc1-api-access.png

Detect new invoices via automation​

In your automation tool, create a workflow triggered by new invoices. Use a webhook if Tiime supports it for invoices, or set up a scheduled API poll that checks for recently created invoices at a regular interval.

Screenshot placeholder: /img/guides/tiime/tiime-uc1-detect-invoice.png

Fetch invoice details from the Tiime API​

Add an HTTP step that calls the Tiime API to retrieve the full invoice details — client info, line items, totals, and tax amounts. Map these fields to variables for the next step.

Screenshot placeholder: /img/guides/tiime/tiime-uc1-fetch-details.png

Map invoice data to PolyDoc and call the API​

Add another HTTP step to call PolyDoc:

  • URL: https://api.polydoc.tech/pdf/convert
  • Method: POST
  • Headers: Authorization = Bearer YOUR_API_KEY (get from the Dashboard), Content-Type = application/json, X-Sandbox = true
  • Body: JSON mapping invoice fields (client name, line items, totals) to your branded PolyDoc template.
Screenshot placeholder: /img/guides/tiime/tiime-uc1-polydoc-call.png

Send the branded PDF by email​

Add an email step to send the branded PDF to the client. Map the recipient to the client's email from the Tiime invoice, set the subject (e.g. "Your invoice from [Company]"), and attach the PDF binary from the PolyDoc response.

Use Case 2: Custom Quote PDFs​

Generate custom-branded quote PDFs from Tiime quote data.
Tiime API (fetch quote) → PolyDoc API → Branded PDF

Retrieve quote data via the Tiime API​

In your automation tool, add an HTTP step to fetch the quote from the Tiime API. Use the quote ID or a filter to retrieve the specific quote, including client details, line items, and pricing.

Screenshot placeholder: /img/guides/tiime/tiime-uc2-fetch-quote.png

Map fields to your PolyDoc template​

Add an HTTP step to POST to https://api.polydoc.tech/pdf/convert. Map the quote fields (client name, items, validity date, total) to your branded PolyDoc template in the JSON body.

Screenshot placeholder: /img/guides/tiime/tiime-uc2-polydoc-map.png

Generate and deliver the PDF​

Deliver the branded quote PDF — email it to the client, store it in cloud storage, or write the link back to Tiime. Test the workflow with a sample quote to confirm the PDF layout and data are correct.