Render URLs, HTML or templates to PDF, screenshots and Factur-X / ZUGFeRD e-invoices with PolyDoc.
Explore 3 workflow actions for PolyDoc, including account permissions and operation limits.
0 read actions3 write actions
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.
Convert to PDF
Write
Render a URL, HTML or a saved template to PDF in Chromium, saved as a workflow file.
Permissions and limits
Account permissions
A PolyDoc API key (dashboard.polydoc.tech)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Generate e-invoice
Write
Render an invoice PDF with embedded Factur-X / ZUGFeRD EN 16931 invoice data (PDF/A-3b), saved as a workflow file.
Permissions and limits
Account permissions
A PolyDoc API key (dashboard.polydoc.tech)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Take screenshot
Write
Capture a URL, HTML or a saved template as a PNG, JPEG or WebP image, saved as a workflow file.
Permissions and limits
Account permissions
A PolyDoc API key (dashboard.polydoc.tech)
A repeated request may repeat the external action. Review the previous result before retrying a write.
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 PolyDoc. A saved workflow is not a completed provider action.