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Print Page Designer and insert into record

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jowan_qupty
6 - Interface Innovator
6 - Interface Innovator

Hi all,

What I would like to do is to create a pdf out of my page designer block and automatically insert this pdf into the same record once it appears in a specific view.

I am building a CRM and would like to text my customers a summary of their orders. Instead of sending a LONG text containing all the information (using Twillio), i would like to text them a link of this pdf.

Any solutions?

I would greatly appreciate any help.

2 Replies 2
Michael_Robinso
4 - Data Explorer
4 - Data Explorer

Did you ever get an answer on this?

I have a Zapier > Webmerge doing this for me. I would rather do it the may your thinking.

Michael

Hi @Michael_Robinson,

Yes i did find a workaround, here’s an explanation at the below link: