Zapier Integration

Connect 5000+ apps to PDF generation

Use Zapier webhooks to trigger PDF generation from any app. Connect CRMs, forms, e-commerce platforms, and more to SwishDocs for automated document creation.

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How it works

Create powerful automation workflows that generate PDFs from any trigger.

1. Set Trigger

Choose any Zapier trigger: new form submission, CRM deal won, e-commerce order, or 5000+ other apps.

2. Add Webhook

Add a Zapier webhook action that POSTs to SwishDocs /generate endpoint with your data and template.

3. Use PDF

Upload the generated PDF to cloud storage, email it to clients, or send it to any other app in your workflow.

Popular workflows

Form to Contract

When someone submits a form (Typeform, Google Forms, etc.), automatically generate a contract and email it to them.

1. Typeform → New submission
2. Webhook → Generate PDF
3. Gmail → Send contract via email

CRM to Invoice

When a deal is marked as "Won" in your CRM, generate an invoice and store it in Google Drive or send to accounting.

1. HubSpot → Deal won
2. Webhook → Generate invoice
3. Google Drive → Store PDF

E-commerce Receipt

Generate custom receipts or shipping labels when new orders are placed in your online store.

1. Shopify → New order
2. Webhook → Generate receipt
3. Email → Send to customer

Event Certificate

Issue certificates automatically when attendees complete events or courses in your platform.

1. Eventbrite → Attendee check-in
2. Webhook → Generate certificate
3. Email → Send certificate

Setup your Zapier workflow

Step 1: Create your trigger

In Zapier, choose any trigger that provides the data you need for your PDF:

  • New form submission (Typeform, Google Forms, Gravity Forms)
  • New/updated CRM record (HubSpot, Salesforce, Pipedrive)
  • New order (Shopify, WooCommerce, Stripe)
  • New row in spreadsheet (Google Sheets, Excel)
  • Any of 5000+ other app triggers

Step 2: Add webhook action

Add a "Webhooks by Zapier" action with these settings:

Action: POST
URL: https://api.swishdocs.com/generate
Headers:
Authorization: Bearer YOUR_API_KEY
Content-Type: application/json

Step 3: Configure the payload

Set the webhook payload using data from your trigger:

{ "template_id": "your-google-docs-template-id", "data": { "customer_name": "{{trigger.customer_name}}", "order_amount": "{{trigger.total}}", "order_date": "{{trigger.created_at}}", "order_number": "{{trigger.order_id}}" }, "output_name": "Invoice-{{trigger.order_id}}.pdf" }

Step 4: Handle the response

The webhook returns a PDF URL that you can use in subsequent actions:

{ "success": true, "pdf_url": "https://storage.googleapis.com/...", "expires_at": "2024-02-15T10:30:00Z" }

Use pdf_url in your next Zapier action to email the PDF, upload to cloud storage, or send to another app.

Step 5: Add follow-up actions

Common follow-up actions include:

  • Gmail/Outlook: Email the PDF to customers or team members
  • Google Drive/Dropbox: Store the PDF in cloud storage
  • Slack/Teams: Notify your team about the generated document
  • CRM: Update the record with the PDF link
  • Accounting software: Create invoice records with PDF attachment

Example webhook payload

Here's a complete example for generating an invoice from a Shopify order:

{
  "template_id": "1abc123def456ghi789jkl",
  "data": {
    "customer_name": "John Smith",
    "customer_email": "john@example.com",
    "order_number": "#1001",
    "order_date": "January 15, 2024",
    "items": [
      {
        "name": "Premium Widget",
        "quantity": 2,
        "price": "$49.99",
        "total": "$99.98"
      },
      {
        "name": "Basic Widget",
        "quantity": 1,
        "price": "$29.99",
        "total": "$29.99"
      }
    ],
    "subtotal": "$129.97",
    "tax": "$10.40",
    "shipping": "$5.99",
    "total": "$146.36",
    "shipping_address": {
      "street": "123 Main St",
      "city": "Anytown",
      "state": "CA",
      "zip": "12345"
    }
  },
  "output_name": "Invoice-1001.pdf",
  "webhook_url": "https://your-app.com/pdf-generated"
}

Ready to supercharge your workflows?

Connect any app to PDF generation with Zapier and SwishDocs.

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