Generate Documents - Deprecated Legacy Action

⚠️ Deprecation Notice: This action will be deprecated soon. Please use Generate Document Single for single document generation or Generate Documents Multiple for batch document generation.

PDF4me Generate Documents (legacy) action enables document generation from templates using Zapier automation. This action dynamically generates documents using Word or HTML templates with mustache syntax or merge fields as the source, with JSON or XML data sources.

Also, we have shared a zap to ease your setup.

Authenticating Your API Request

To access the PDF4me Web API, every request must include proper authentication credentials. Authentication ensures secure communication and validates your identity as an authorized user.

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Parameters

Important: Parameters marked with an asterisk (***) are required and must be provided for the action to function correctly.

Parameter	Type	Description	Example
Template File***	File	A template file for generating documents. Supports Word or HTML templates	template.docx
Template File Name	String	Name for the output file. If not provided, will use template filename	generated_document
Template Type***	Option	Template file type: Word - Set this value when sending a Word template HTML - Set this value when sending an HTML template	Word
Input Data***	String	Text containing dynamic data values for merging with the template. JSON or XML format with document data	{"Documents":[{"name":"John"}]}
Input Data Type***	Option	Data type for the template: JSON - Use JSON formatted data XML - Use XML formatted data	JSON
Output Document Type	Option	The output type of generated documents: PDF - Generate PDF Word - Generate Word Excel - Generate Excel HTML - Generate HTML	PDF
Meta Data	String	JSON string to specify fields that need formatting (e.g., Date fields with custom format)	{"FieldsMetaData":[...]}

Output

The PDF4me Generate Documents action returns an array of generated documents for seamless Zapier workflow integration:

Note: The output is an array of documents. To process them one by one, you can use Looping by Zapier.

Table

Table View

Response data in a structured table format:

Parameter	Type	Description
File Name	String	The file name of the generated document without extension
File Extension	String	File extension of the output document
Full File Name	String	Complete filename including extension
File URL	String	Direct URL to access the generated document
File Size	Number	Size of the generated document in bytes

JSON

JSON Response Format

The raw JSON response from the action:

[
  {
    "File Name": "document",
    "File Extension": ".pdf",
    "Full File Name": "document.pdf",
    "File URL": "https://...",
    "File Size": 125440
  }
]

Schema

Schema View

The data structure and types of the response:

Array of documents
File Name: String - Document name
File Extension: String - File extension
Full File Name: String - Complete filename
File URL: String - Access URL
File Size: Number - Size in bytes

Migration Guide

Recommended Actions

For new workflows, please use:

• Generate Document Single - For generating one document at a time
• Generate Documents Multiple - For batch document generation

Migration Benefits

• Improved performance and reliability
• Better error handling and validation
• Enhanced workflow integration capabilities
• Simplified parameter configuration

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