In this tutorial, we will show you how to export data records into a template PDF using and Zapier

  1. Create a Zap
  2. Google Drive App
  3. Google Drive Configuration
  4. Test Trigger
  5. Add App
  6. Configuration
  7. Test Action
  8. Test Result
  9. Output

We will use this sample PDF template in this tutorial.

Screenshot of Sample PDF Template
Screenshot of Sample PDF Template

Step 1: Create a Zap

  • Let’s start by logging into your Zapier account and clicking on the Create Zap button.

Step 2: Google Drive App

  • Next, search and select the Google Drive app and choose the New File in Folder as a trigger.

Google Drive App

Step 3: Google Drive Configuration

Let’s set up the configuration.

  • In the Drive field, select My Google Drive.
  • In the Folder field, enter the folder where the file is stored.

Google Drive Configuration

Step 4: Test Trigger

  • Now, let’s test the trigger to make sure that we set it up correctly.

Test Trigger
Test Trigger Result

Once the test trigger is successful, we can now add another app.

Step 5: Add App

  • Let’s add another app and select Then, choose the PDF Filler for the action event.

Add App

Step 6: Configuration

Let’s set up the configuration.

  • For the PDF Source field, select the Web Content Link from your Google Drive.
  • For the Text Objects field, enter the coordinates, page number, and text data in this format x;y;page;text. You can also add the font size, font style, and font color of the text. You can use our PDF Viewer tool to quickly identify the coordinates of the area where you want to place your text in the PDF document.
  • For the Output PDF Name field, enter your preferred output file name. Configuration

Step 7: Test Action

  • Let’s test the action to see the result.

Test Action

Step 8: Test Result

  • Great! We successfully export data into a PDF template. Copy the URL and paste it into your browser to view the output.

Test Result

Step 9: Output

  • Here’s what the output looks like.
Source File Output
Source File Output

This tutorial taught you how to export data records into a template PDF using and Zapier. You also learned how to find the coordinates of text objects using the PDF Viewer tools.