Fill and Deliver a PDF
When you have a PDF template with blank fields, such as an application, a certificate, or a quote sheet, a workflow can fill it in with real data and then deliver the finished file. It is a two-part pattern: fill, then deliver.
Nodes involved
- Fill PDF Form populates a PDF template’s fields and produces a finished file.
- Send Email delivers the file as an attachment. You can also upload it with SFTP or Google Drive instead.
How to build it
Fill the template
Add a Fill PDF Form step, point it at your template, and map each form field to the value that belongs in it. The value is usually a reference to an earlier step, such as an extracted policy number or a contact’s name. The step produces the finished PDF.
Deliver the finished file
Add a Send Email step and attach the filled PDF, pointing the attachment at the file the Fill PDF Form step produced. To store it somewhere instead of emailing it, use an SFTP Upload or a Google Drive Upload File step.