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  • Fill a PDF sending a Slack message, then sending back the filled PDF to the same Slack channel

Hi!
I want to send a message in Slack, prefill a pdf with that message, and send the filled pdf back to the same Slack channel.

1. The PDF that will be used will be always the same template
2. The message sent on the Slack channel will always fill the same fields on the PDF.

 

The example of the message would be:


Amount:  $152,813.00 MXN
Fee:  $40.00 USD
Date:  November 04, 2024, 9:20
Account Number:  3919610
Subtotal:  $7,500.00 USD
Total:  $7,500.00 USD

 

I want the text that isn’t in bold to be the one being filled in the PDF

Hi there @Fraga,

Welcome to the Community! 🎉

It looks like you can use a document parser app for your desired workflow. There are several services that offer this functionality on our apps page in the Documents category: https://zapier.com/apps/categories/documents

Hopefully, this helps.

Hi Fraga

PDF.co provides a solution to fill out your PDF form using data from Slack. To assist you, we’ve created a sample workflow that might be helpful. You can find the workflow here:  Zapier Setup

Additionally, you can access the sample code at this link: Sample Code

Please give the workflow a try and let us know if it works for your needs

Best regards,

PDF.co Support Team

 

Hi ​@Fraga,
 
We just wanted to see how everything is going with your Zap. Did Ken’s recommendation get the job done? Feel free to reach out if you need further assistance with your Zap. We're glad to address any concerns and assist you.
 
We're looking forward to your response.

Reply


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