Generate PDFs from Pdfless templates and JSON data, and list templates.
Explore 3 workflow actions for Pdfless, including account permissions and operation limits.
2 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
A PDF from a template and JSON data, answered with a download link that expires after 10 minutes.
Permissions and limits
Account permissions
A Pdfless API key (Workspace settings, API credentials)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Get workspace
Read
The workspace this key belongs to.
Permissions and limits
Account permissions
A Pdfless API key (Workspace settings, API credentials)
List templates
Read
The workspace's document templates.
Permissions and limits
Account permissions
A Pdfless API key (Workspace settings, API credentials)
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 Pdfless. A saved workflow is not a completed provider action.