Using PDFMonkey in Glide

You have been many to ask us how to use PDFMonkey with Glide. Here are some tips for using our solution in this context. Glide has already made an excellent guide on this subject on its website, but here is our version.

First of all, to create your application, you have two options:

• create an application from Google Sheets
• or use Glide Tables, Glide’s own system

We advise you to have mapped your application beforehand to build the logical chains of your customer experience.

You can then start building it with the multitude of blocks in the Glide builder. Once it is ready, you can integrate automatic PDF generation by following these few steps, because you will not find PDFMonkey directly in Glide.

First, you will need to add it to your project:

• click on Settings
• search for the integrations section, then choose PDFMonkey
• add PDFMonkey to your application
• finish by adding your API key to start using PDFMonkey.

Once PDFMonkey is connected to your application, you need to configure the data that will appear in your PDF:

• choose the ID of the PDF template you want to use
• choose the name of the file you want to use in which the custom fields are located
• select the data and their location
• finish with the output file url

With all this data configured, PDF generation via your Glide application can be done automatically. You can add this action to an action chain in your automation or even associate it with a form. More simply, you can associate it with a button.

If after reading this article, you still have questions about Glide, do not hesitate to contact them directly if it is about the construction of your application or to contact us if it is about the integration of our solution.

Happy development to you!