Q: Can it generate pdf documents with the variables automatically by connecting to Automation tools?
(for ex. for creating invoices and sending them by email to customers thanks to the integration with Zapier + Mailchimp etc.). (like Crave does, present here on AppSumo).
Thanks!
Michel_typedesk
May 14, 2024A: Hi there. Thanks for your question! It won't generate PDF documents on its own no, but you can use it to autofill whatever tool you use to create PDF documents. What did you have in mind exactly?
ahmedfarrag17PLUS
Verified purchaser
The tool (here on AppSumo) i mentioned is "Crove", not Crave. I am sorry!
What I am looking for is an alternative.
So my workflow is when I receive a Payment from a client, Zapier populates his data (First Name, Last Name) on Google Sheet. I would connect then Typedesk to Zapier so it "extracts" these data (first name and last name) and inserts them as Variable on a pdf template already prepared for Invoices for ex. Then I would send that pdf (with client name printed on it) on email with MailChimp automatically.
It is not possible, right?
What do you mean by "Typedesk can autofill whatever tool you use to create pdf documents"? Can you make an example and explain please?
Thank youđđ˝