Skip to main content

Tray.ai

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 Tray.ai account — request a demo (enterprise pricing).

Use Case 1: Enterprise PDF Generation Pipeline​

Build an enterprise-grade pipeline that generates PDFs from CRM records and delivers them via email or cloud storage.
CRM connector (new record) → HTTP Client step (PolyDoc API) → Email connector

Create a new workflow​

Log in to the Tray.ai platform and click Create new workflow. Give it a descriptive name (e.g. "CRM Invoice PDF Generator").

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

Add a trigger connector​

Add a trigger connector. Select your CRM (e.g. Salesforce, HubSpot, or Pipedrive) and configure the trigger operation — for example, New Record or Updated Record. Authenticate and select the object type (e.g. Opportunities, Deals).

Screenshot placeholder: /img/guides/tray/tray-uc1-trigger-connector.png

Add an HTTP Client step for PolyDoc​

Add an HTTP Client step and configure:

  • 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 using Tray's data mapper to reference CRM fields and populate your PolyDoc template.
Screenshot placeholder: /img/guides/tray/tray-uc1-http-client.png

Add an output connector​

Add an output connector — Gmail, Outlook, Amazon S3, or Google Drive. Map the PDF binary from the HTTP Client response as the attachment or file content.

Screenshot placeholder: /img/guides/tray/tray-uc1-output-connector.png

Enable the workflow​

Click Enable workflow. Create a test record in your CRM to verify the full pipeline — from trigger through PDF generation to email delivery.

Use Case 2: Webhook-Triggered PDF​

Accept incoming data via a webhook, generate a PDF, and deliver it — useful for integrations from any system that can POST JSON.
Webhook trigger → HTTP Client (PolyDoc API) → Deliver PDF

Add a Webhook trigger​

Add a Webhook trigger to a new workflow. Copy the generated endpoint URL — any system that can send an HTTP POST can trigger this workflow.

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

Add an HTTP Client step for PolyDoc​

Add an HTTP Client step configured for PolyDoc. Use the same URL, headers, and authentication as Use Case 1. In the JSON body, map incoming webhook fields to your PolyDoc template.

Screenshot placeholder: /img/guides/tray/tray-uc2-http-client.png

Add a delivery step​

Add a delivery step — an email connector, Slack connector, or cloud storage connector — to send or store the generated PDF.

Screenshot placeholder: /img/guides/tray/tray-uc2-delivery-step.png

Test with a sample POST request​

Send a sample POST request to the webhook URL with test JSON data. Verify that the workflow runs, the PDF generates correctly, and the delivery step completes.