Generate PDFs from Eledo templates and data, saved as protected workflow files, and look up templates and their input fields.
Explore 4 workflow actions for Eledo PDF, including account permissions and operation limits.
3 read actions1 write action
WORKFLOW ACTIONS
What you can configure.
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.
Generate PDF
Write
Fill a template with data and save the PDF as a protected workflow file.
Permissions and limits
Account permissions
An Eledo API key
A repeated request may repeat the external action. Review the previous result before retrying a write.
Get profile
Read
Get the account the API key belongs to.
Permissions and limits
Account permissions
An Eledo API key
Get template schema
Read
Get the input fields of a template's latest version, to build the data for Generate PDF.
Permissions and limits
Account permissions
An Eledo API key
List templates
Read
List your templates (or the public ones) with their IDs and versions.
Permissions and limits
Account permissions
An Eledo API key
SETUP
Start with a controlled test.
01Connect the intended account
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
02Review inputs and access
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
03Confirm the result
Inspect step outputs and confirm the result in Eledo PDF. A saved workflow is not a completed provider action.