Integrately

Prerequisites

• A PolyDoc account and API key - sign up for free, no credit card required. The free plan includes 150 PDF conversions per month.
• An Integrately account - sign up for free, no credit card required. Building and testing the flow works on the Trial plan; activating an automation requires Integrately Premium (the Webhook / API Integration action is a paid feature).

Use Case 1: Invoice PDFs from a Spreadsheet

Generate an invoice PDF whenever a new row is added to Google Sheets, then deliver it however you like.
Google Sheets (new row) → Webhook / API Integration (PolyDoc API) → your delivery action

Integrately is template-driven: every automation starts from a ready automation on /explore-automations. On Trial / Starter / Pro the only Sheets → Webhook templates are AI-mapped - they insert a Dappier "Real time search" step between trigger and action. We activate one of those templates, then delete the Dappier step from the flow editor to get a clean Sheets → Webhook chain. The Webhook / API Integration app itself is a Premium action - Trial accounts can build and test the flow but publishing/activation requires a paid plan.

We use Google Sheets as the data source, but any trigger app whose records can be mapped into a single JSON body works the same way - adapt Step 1 to your source.

Prepare your spreadsheet

Integrately's Trial / Starter / Pro tiers don't expose a Google Sheets Search Rows action or a Code step, so the two-sheet invoices + invoice_items layout used in other tool guides can't be reassembled into a nested array on these tiers. Use a single sheet instead - one row per invoice, with the line items pre-rendered as a JSON array in an items_json column. Example columns:

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	items_json
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	[{"quantity":1,"name":"Web Design Services",...}, ...]

Full items_json cell value for the sample row above (paste it as-is into the cell - yes, including the outer square brackets):

[
  {"quantity":1,"name":"Web Design Services","description":"Custom website design and development for company homepage","price":800},
  {"quantity":1,"name":"Logo Design","description":"Professional logo design with 3 revision rounds","price":300},
  {"quantity":1,"name":"SEO Optimization","description":"Search engine optimization for 10 target keywords","price":100,"original_price":150}
]

If your line items already live in a separate sheet, build the items_json string with a single Sheets formula (e.g. ="[" & TEXTJOIN(",", TRUE, ARRAYFORMULA(...)) & "]") - Integrately reads whatever value the cell renders. If you need many invoices each with many line items and don't want to maintain a formula, use Use Case 2 (webhook) and have your backend ship the array directly.

Activate the template and connect Google Sheets

In Integrately click Google Sheets as App 1 and Webhook / API Integration as App 2. The matching templates list appears below - pick:

Use AI to automatically Send data to a URL in Webhook / API Integration when Spreadsheet row is created in Google Sheets

and click Activate. Integrately walks you through a four-stage Connect Accounts wizard:

• Stage 1 - Google Sheets: click Sign in to Google Sheets and on the consent screen enable all three permissions Integrately requests (read Drive files, read/write the specific files, read/write Sheets data). Pick the spreadsheet from Step 1 and the worksheet that holds your invoice rows.
• Stage 2 - Dappier: this is the AI middleman the template injects. Click Skip Wizard in the top-right (or finish later) - we'll delete this step in Step 3.
• Stage 3 - Webhook / API Integration: nothing to connect, this app uses inline credentials. Click through.
• Stage 4 - Customize & Live: dismiss; we'll finish configuration in the flow editor.

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Configure the trigger and strip the AI middleman

After the wizard, Integrately drops you into the flow editor with three steps: 1. Spreadsheet row trigger, 2. Real time search in Dappier (the AI middleman), 3. Send data to a URL in Webhook / API Integration.

First, finish the trigger: open Step 1, set Select Spreadsheet to your invoices file and Select Worksheet to your sheet (Integrately shows worksheets by their internal sheetId rather than name - the first sheet is always 0). Click Get Latest Record so Integrately pulls a real row and exposes every column (invoice_number, customer_name, items_json, …) for mapping in Step 4.

Then delete the AI middleman: hover over Step 2 ("Real time search in Dappier"), click the Delete icon in the step header, and confirm Yes Delete. The flow collapses to a clean two-step chain: Sheets trigger → Webhook / API action.

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Configure the PolyDoc HTTP request

Open the remaining action step (Send data to a URL in Webhook / API Integration) and set the fields:

• Method: POST
• Need to send nested data?: Yes - this is the toggle that switches the body builder from a flat key/value table to a raw JSON textarea. Without it, the templateData object and items array can't be expressed.
• URL: https://api.polydoc.tech/pdf/convert
• Headers - three rows (use the + Add button under the Headers section to add each):
  • Authorization → Bearer YOUR_API_KEY (from the Dashboard)
  • Content-Type → application/json
  • X-Sandbox → true (watermarked, doesn't count against your quota; drop the header when you're ready for production)
• Unflatten: Yes (Integrately's default - it preserves the nested object shape on the wire).

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Paste the canonical body into Body / Data, then replace each literal value with the matching trigger column (click the field, then pick the corresponding Step 1 → <column> entry from the field picker Integrately pops on the right). The skeleton:

{
  "source": "[template:YOUR_TEMPLATE_ID]",
  "templateData": {
    "invoice_number":     "{{Step 1: invoice_number}}",
    "invoice_date":       "{{Step 1: invoice_date}}",
    "invoice_due_date":   "{{Step 1: invoice_due_date}}",
    "invoice_subtotal":   {{Step 1: invoice_subtotal}},
    "invoice_tax_rate":   {{Step 1: invoice_tax_rate}},
    "invoice_tax_amount": {{Step 1: invoice_tax_amount}},
    "invoice_total":      {{Step 1: invoice_total}},
    "customer_name":      "{{Step 1: customer_name}}",
    "customer_email":     "{{Step 1: customer_email}}",
    "customer_street":    "{{Step 1: customer_street}}",
    "customer_city":      "{{Step 1: customer_city}}",
    "customer_country":   "{{Step 1: customer_country}}",
    "items":              {{Step 1: items_json}}
  }
}

Quoting matters. Text fields go inside JSON quotes ("{{…}}"); numeric fields (invoice_subtotal, invoice_tax_rate, invoice_tax_amount, invoice_total) go without quotes - otherwise the PDF renders them as text-styled strings. The items binding is also unquoted because the items_json cell already contains a valid JSON array literal - Integrately substitutes the raw cell text and the body stays valid JSON.

Replace YOUR_TEMPLATE_ID with the short ID of the template you want to render - find it in the Dashboard Templates page; see the Templates section. You can also pass raw HTML or a URL as source instead.

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Test and activate

Click Test It at the bottom of the Webhook step. Integrately POSTs the assembled body to api.polydoc.tech/pdf/convert and waits for the response; a successful run flips the button to Retest and surfaces a See test result link. The response panel on the right then lists every field PolyDoc returned - Status Code (200), Response | ContentDisposition | File Name, etc. - ready to map in any delivery step you add (Gmail attachment, Slack file upload, S3 upload via a second Webhook, …).

Hit Save. Activation requires Integrately Premium - Trial accounts can re-test the flow on demand but the Activate toggle on /my-automations is gated. When you upgrade, remove the X-Sandbox header first so production runs render watermark-free and count against your paid PolyDoc quota rather than the sandbox.

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Use Case 2: Webhook-Triggered PDF Generation

Accept invoice data from any source (custom form, third-party app, your own backend) via an Integrately catch URL, generate the PDF, and pass it on.
Webhook / API Integration (incoming) → Webhook / API Integration (PolyDoc API) → your delivery action

Use this approach when your data doesn't live in a Google Sheet - including when you have multiple invoices each with many line items (the single-sheet items_json trick from Use Case 1 becomes awkward fast). The caller ships the canonical PolyDoc body directly; Integrately just forwards it.

Set up the webhook trigger

Integrately has no pure "Webhook → Webhook" ready automation, so activate one that starts with a Webhook trigger and trim the rest. From /explore-automations select Webhook / API Integration twice as App 1 and App 2, then activate any template that begins with When Operation is created/performed in Webhook / API Integration (e.g. the Webhook → Google Sheets row template).

In the flow editor, delete every step after the trigger (hover each step, click Delete, confirm), then add a Send data to a URL in Webhook / API Integration action via the + Add Filter / Condition / App button below the trigger. The chain ends as: 1. Operation is performed in Webhook / API Integration → 2. Send data to a URL in Webhook / API Integration.

The trigger's Connect Accounts screen shows a unique catch URL like https://webhooks.integrately.com/a/webhooks/<your-key> - copy it. Anything that POSTs JSON to this URL fires the automation.

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Send test data to the webhook

Send a sample POST to the catch URL so Integrately learns the incoming field shape. From your terminal:

curl -X POST '<your-catch-url>' \
  -H 'Content-Type: application/json' \
  --data-raw '{
    "invoice_number": "INV-2026-001",
    "invoice_date": "2026-01-15",
    "invoice_due_date": "2026-02-14",
    "invoice_subtotal": 1200,
    "invoice_tax_rate": 0.1,
    "invoice_tax_amount": 120,
    "invoice_total": 1320,
    "customer_name": "John Doe",
    "customer_email": "john.doe@example.com",
    "customer_street": "456 Customer Avenue",
    "customer_city": "Beautiful City",
    "customer_country": "UK",
    "items": [
      {"quantity":1,"name":"Web Design Services","description":"…","price":800},
      {"quantity":1,"name":"Logo Design","description":"…","price":300},
      {"quantity":1,"name":"SEO Optimization","description":"…","price":100,"original_price":150}
    ]
  }'

Back in Integrately, click Get Latest Record on the trigger - the request you just sent is listed with every field ready to bind.

By default Integrately flattens the nested items array into indexed fields (Items → 1 → Quantity, Items → 2 → Name, …). To keep it as a single array you can bind in one shot, set Keep as list (Eg. Invoice line items) to items in the trigger's Options section - then {{Step 1: items}} resolves to the whole array in the next step.

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Configure the PolyDoc HTTP request

Configure the action step exactly like Use Case 1 Step 4 (Method POST, Need to send nested data Yes, URL https://api.polydoc.tech/pdf/convert, Authorization / Content-Type / X-Sandbox headers, Unflatten Yes). The only difference is the body - bind directly to the trigger fields instead of sheet columns:

{
  "source": "[template:YOUR_TEMPLATE_ID]",
  "templateData": {
    "invoice_number":     "{{Step 1: invoice_number}}",
    "invoice_date":       "{{Step 1: invoice_date}}",
    "invoice_due_date":   "{{Step 1: invoice_due_date}}",
    "invoice_subtotal":   {{Step 1: invoice_subtotal}},
    "invoice_tax_rate":   {{Step 1: invoice_tax_rate}},
    "invoice_tax_amount": {{Step 1: invoice_tax_amount}},
    "invoice_total":      {{Step 1: invoice_total}},
    "customer_name":      "{{Step 1: customer_name}}",
    "customer_email":     "{{Step 1: customer_email}}",
    "customer_street":    "{{Step 1: customer_street}}",
    "customer_city":      "{{Step 1: customer_city}}",
    "customer_country":   "{{Step 1: customer_country}}",
    "items":              {{Step 1: items}}
  }
}

The items binding resolves cleanly only if you set Keep as list = items on the trigger (see Step 2). If your caller posts items under a different name, rename the binding to match. Numeric template fields stay unquoted for the same reason as UC1 - quoted numbers render as text in the PDF. (The screenshot below is the identical Body / Data builder from UC1 - the only thing that changes is which step the field chips reference.)

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Test and activate

Click Test It on the Webhook action. With the body correctly bound, PolyDoc returns HTTP 200 and the response panel exposes Status Code, Response | ContentDisposition | File Name, etc. Add whatever delivery you need as a third step (Gmail attachment, Slack file upload, S3 upload via a second Webhook), then hit Save.

Like UC1, the green Activate toggle on /my-automations requires Integrately Premium - Trial accounts can fire the flow manually via Test It but external callers can't drive it until you upgrade. Remove the X-Sandbox header before going live.

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