Create PDF Files on Google Drive from data model records in Betty Blocks
Create PDF Files on Google Drive from data model records in Betty Blocks
Apps used in template
About
Periodically create PDF files on Google Drive files based on Betty Blocks records.
In this template, Make will create sample "training certificates" based on training attendees' information stored in Betty Blocks.
At first, the template creates temporary Google Docs documents with variable values from Betty Blocks. The documents are then recreated as PDF documents. Finally, the temporary Google Docs documents are removed from your Google Drive and only the PDF documents stay.
The template works with this Google Docs document serving as a "PDF template".
The Make template also expects your data model in Betty Blocks to have these properties:
- First Name as text
- Middle Name as text
- Last Name as text
- Phone number as text
- Email address as text
- Passed as list (yes or no)
The scenario is currently configured to run every 60 minutes, If you change the schedule, you also need to appropriately change the filter after the first module.
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Create your own workflow
Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Makes a copy of an existing file.
Creates a new Google document by adding the content of HTML format.
Creates a copy of an existing template document and replaces any tags e.g. {{!notfound:name}}, {{!notfound:email}}. This module also allows users to replace images by new images with URLs.
Creates a file from a text plain.
Creates a new file or folder shortcut.
Creates a new folder.
Creates a record of a specified data model.
Creates a new shared drive.
Deletes a document.
FAQ
Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.
A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.
Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.
Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.
How it works
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