Create PDF Files on Google Drive from data model records in Betty Blocks
Apps used in template
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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.
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