File and Document Management
Pdfless
9 min
pdfless enables automated document generation, e signature collection, and pdf processing integrating pdfless with make com lets users automate workflows like creating, signing, and managing pdf documents directly from other apps and services within their automation scenarios this is ai generated content based on official pdfless documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //pdfless com directly requirements to use the pdfless app in make, you must have an active account a designed document template and an api key, https //docs pdfless com/ for subscription, refer to the https //docs pdfless com/ connect pdfless and {{product name}} to get started, you must first create a connection between pdfless and {{product name}} , allowing the two services to communicate obtain your api key in your pdfless account create the connection in make obtain your api key in your pdfless account before you create the connection in {{product name}} , you should first obtain your api key in your pdfless account to obtain your api key navigate to workspace settings from the dashboard locate the api credentials section copy the api key displayed on screen you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //docs pdfless com/authentication create the connection in {{product name}} https //www make com/en/register , add the pdfless module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your pdfless account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page pdfless modules after connecting to the pdfless app, you can choose from a list of available modules to build your {{scenario plural lowercase}} generate a document creates a new document based on your specified template and input data make an api call executes a custom, authorized api request to the pdfless service templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} pdfless resources you can have access to more resources related to this app on the following links https //docs pdfless com/ https //docs pdfless com/integrations/make https //www make com/en/integrations/pdfless