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Automate PDF Generation and Document Workflows with PDFGate and viaSocket
Connect PDFGate with thousands of applications through viaSocket to automate PDF generation, document processing, delivery, and digital-signature workflows.
What You Can Automate
A single action can slot into almost any workflow. A few common ones:
- Invoices: when an order or payment record is created, turn the data into a branded PDF.
- Reports: pull data from a CRM, spreadsheet, or form and turn it into a downloadable PDF.
- Storage and delivery: once a document is generated, save it to cloud storage or send it by email automatically.
- Post-signing steps: react to Envelope Sent, Envelope Completed, or Envelope Document Completed to update a record or notify a team.
Example: Generating an Invoice
Here’s a real workflow: an HTML invoice template is turned into a PDF using the Create PDF from URL HTML action, configured with an HTML content source and a standard A4 page size.
The HTML below is the exact template behind that action. It’s plain markup and inline CSS, with no external assets:
Running that HTML through the action returns this PDF:
Getting Started
- Create or sign in to your PDFGate account and generate an API key from the dashboard.
- Open viaSocket and add the integration to a workflow.
- Pick a trigger, such as a new order, a form submission, or a schedule.
- Add the Create PDF from URL HTML action, connect your account, and map in the HTML.
- Test the run, then activate the workflow.
Conclusion
One action, connected to whatever already triggers your workflows, covers invoices, reports, delivery, and the steps that follow a signature, without a custom backend integration for each one.