An automated workflow using integromat
Connects PDFMonkey + HTTP + Gmail
Send Gmail attachments from PDFMonkey documents
About this workflow template
This automation scenario allows you to connect PDFMonkey, HTTP, and Gmail.
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Diagram
How it works?
When this trigger fires in PDFMonkey
Watch Documents in PDFMonkey
Triggers when a document's generation is complete and successful.
Then these actions happen in Gmail and Gmail
Get a file in HTTP
Downloads a file from a given URL.
Send an Email in Gmail
Sends a new email.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Send Gmail attachments from PDFMonkey documents.
Part I
Configure Applications
First, we need to connect PDFMonkey, HTTP and Gmail to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect PDFMonkey to Make.com.
Give Make.com access to your PDFMonkey account, using PDFMonkey credentials.
Connect HTTP to Make.com.
Give Make.com access to your HTTP account, using HTTP credentials.
Connect Gmail to Make.com.
Give Make.com access to your Gmail account, using Gmail credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for PDFMonkey
Choose the following trigger: Watch Documents (Triggers when a document's generation is complete and successful.).
Then set up an Action for HTTP
Choose this action: Get a file (Downloads a file from a given URL.).
Then set up another Action for Gmail
Choose this action: Send an Email (Sends a new email.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between PDFMonkey, HTTP and Gmail.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Send Gmail attachments from PDFMonkey documents!
Supported triggers and actions
New email
Triggers when a new e-mail appears in the specified mailbox.
triggerbyzapierautomateioalbatoNew email matching search
Triggers when you receive a new email that matches a search string you provide.
triggerbyzapieralbatopipedreamNew labeled email
Triggers when you label an email.
triggerbyzapierpipedreamNew attachment
Triggers when you receive a new attachment (triggers once per attachment).
triggerbyzapierWatch emails
Triggers when a new email is received to be processed according to specified criteria.
triggerbyintegromatNew starred email
Triggers when you receive a new email and star it within two days.
triggerbyzapierautomateio
Get a file
Downloads a file from a given URL.
actionbyintegromatGenerate document
Generates a Document.
actionbyzapierintegratelypabbly-connectpipedreamMake a request
Sends an HTTP(S) request to a specified URL and processes the response.
actionbyintegromatGenerate a document
Generate a document based on dynamic data.
actionbyintegromatMake a basic auth request
Sends an HTTP(S) request to a specified URL that requires Basic Auth authorization and processes the response.
actionbyintegromatDelete document
Deletes a Document.
actionbyzapierintegratelypabbly-connectpipedream
Apps you need
PDF Monkey allows you to build templates in the web browser, use external data (API JSON or Workflow Automation Service) to fill the template and automatically get awesome PDF as a result.
The Hypertext Transfer Protocol (HTTP) is an app layer protocol in the Internet protocol stack, used for all modern web-based applications and beyond.
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
