Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Slack
Trigger: Watch Direct Messages
PDF Maker - Automate Documents
Action: Select an action
1. Select a trigger
  • Triggers when a new message is added to a direct message channel.

  • Triggers when a new file is added.

  • Triggers when a new interactive event has arrived.

  • Triggers when a new message is added to a multiparty direct message channel.

  • Triggers when a new message or another event is created.

  • Triggers when a new message is added to a private channel.

  • Triggers when a new message is added to a public channel.

  • Triggers when a new message is scheduled.

  • Triggers when a new user is added or an existing user has changed. Only emit the latest change since the last scenario run.

2. Select an action
  • Creates a PDF from the template and the data provided with seamless efficiency. (Note: Use when data is sent from Airtable)

  • You can make API calls directly to the PDF Maker API. You just need to follow the API documentation as mentioned in the knowledge base.

Select a trigger and an action

Create workflow (opens in a new tab)