4 posts tagged with "Mail Merge"

Drop a Word template (e.g. simple_mail_merge_template.docx) into a Dropbox folder and keep a JSON file (e.g. sample_mail_merge_data.json) in the same place. When a new file appears, Make can run a mail merge automatically: find the JSON, call PDF4me – Generate Document (Template File Type: Mail Merge), then upload the result as Word and again as PDF. Six modules. Trigger-based. No manual run.

This guide is fact-checked against real Make screenshots: New File in Folder, Find Json Data File, Generate Document (template + data file or data text), and Upload File (with folder path, file name, and extension).

Drop a Word template (e.g. simple_mail_merge_template.docx) into a Dropbox folder and keep a JSON file (e.g. sample_mail_merge_data.json) in the same place. When a new file appears, Zapier can run a mail merge: find the JSON, call PDF4me – Generate Document (Template File Type: Mail Merge), upload Word, run Generate Document again for PDF, then upload. Six steps. Trigger-based. No manual run.

The screenshots match the folder paths, file names, and PDF4me options you set in Zapier—map trigger → find JSON → PDF4me → upload using the same values shown in each image.

You have a Word template (e.g. simple_mail_merge_template.docx) with merge placeholders and data in JSON (e.g. sample_mail_merge_data.json). Manually filling each document is slow and error-prone. With Make and PDF4me, you can automate it: download the template and JSON from Dropbox, run PDF4me – Generate Document with Template File Type: Mail Merge and Output Type: Pdf (or Word), then upload the generated file. Four modules. One scenario. No code.

This guide follows current market standards: In a nutshell, What You Need, step-by-step with screenshots and descriptive alt text, real-world use cases, Quick Reference, Troubleshooting, and links to the action docs.

You have a Google Docs template with placeholders (e.g. {{name}}, {{course}}, {{date}}) and data in JSON. Manually copying values into each document is slow and scales poorly. With Make and PDF4me, you can automate it: download the template and JSON from Dropbox, run PDF4me – Generate Document with Template File Type: Google Docs and Output Type: Pdf (or Word), then upload the generated file. Four modules. One scenario. No code.

This guide follows current market standards: In a nutshell, What You Need, step-by-step with screenshots and descriptive alt text, real-world use cases, Quick Reference, Troubleshooting, and links to the action docs.