The 'Convert HTML to PDF' action within the Workflow Media Manager Actions App by Integration Glue allows you to generate PDF files from HTML content directly within HubSpot workflows. This action is useful for automating the creation of PDF documents, such as invoices, contracts, or reports, using dynamic data from HubSpot records.
The action converts the specified HTML content into a well-formatted PDF document, which can then be saved to HubSpot and associated with the enrolled record or other specified records. This ensures seamless document generation and accessibility for further use.
This action is particularly useful when:
- You need to generate PDF documents dynamically based on data from HubSpot.
- You want to automate document creation processes to save time and reduce errors.
- You require a consistent, professional format for documents like proposals, summaries, or receipts.
- Folder ID of the output file is the identifier of the HubSpot folder where the generated PDF file will be stored. You can find the Folder ID in the Files section of your HubSpot account. This ensures that the output file is saved in the correct location.
- Name of the output PDF file The name you want to assign to the generated PDF file.
- URL of the HTML page The URL of the HTML page that you want to convert to a PDF. This could be a publicly accessible webpage or a dynamically generated HTML page.
- Property to save the PDF in is the HubSpot property where the link to the generated PDF file will be saved. Ensure this property is configured to handle URLs.
- Visibility to the output file Determines the accessibility of the generated PDF file.
Step 1: Add the Action to Your Workflow
- Open your HubSpot workflow editor.
- Locate the step where the HTML-to-PDF conversion should occur.
- Click Add Action and select 'Convert HTML to PDF' from the Workflow Media Manager Actions app.
Step 2: Configure the Folder ID
- Go to Marketing > Files and Templates > Files in HubSpot.
- Identify the folder where the PDF will be saved.
- Copy the Folder ID from the folder's URL or details.
- Paste the Folder ID into the Folder ID field in the action setup.
Step 3: Name the Output PDF File
- Enter the desired name for the PDF file in the provided field.
- Example: Invoice_[Record_ID].pdf or Monthly_Report.pdf.
Step 4: Enter the URL of the HTML Page
- Provide the URL of the HTML page you want to convert to a PDF.
- Ensure the URL is accessible and publicly available for seamless conversion.
Step 5: Specify the Property to Save the PDF
- Choose the HubSpot property where the generated PDF's URL will be stored.
- This allows you to easily reference or share the file later.
Step 6: Set File Visibility
- Select the visibility of the saved PDF.
- This determines who can access the generated PDF.