Data & Docs · CONNECTIONGenerate PDFs and images from CraftMyPDF templates as workflow files, and manage templates, transactions and the account.
Explore 14 workflow actions for CraftMyPDF, including account permissions and operation limits.
Choose an action in the workflow builder, connect an account, and map its inputs. These actions are available in the catalog; your account access and a successful test determine whether they work for your setup.
Create a new template from an existing one or one of its versions.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Generate a JPEG or PNG image from a template and JSON data, and save it as a protected workflow file.
Generate a PDF from a template and JSON data, and save it as a protected workflow file.
Delete a template.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Read the account's quota and template limits.
Read a PDF's page count and metadata from its link.
Read a template's design.
Read templates' credit use for a period.
List a template's saved versions.
List the account's templates, optionally in one group.
List generation transactions and their credits.
Keep only the given template versions.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Move a template to another team.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Change a template's name or design.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
Inspect step outputs and confirm the result in CraftMyPDF. A saved workflow is not a completed provider action.
