Sending PDFs to a CRM using the API

General Questions
1

I have a client looking to connect specific pickaxes to a CRM so that the tool generates a PDF and is sent to the CRM without it displaying the PDF in the output.

They already have an action connecting the Pickaxe to the CRM.

is this possible, and if so, what do I need to add to the prompt to make it happen?

Thanks,

Aidan

1 Like
2

It may be possible to send a pdf through an action but the best way i can think of is:

  1. Pickaxe sends TEXT to Make webhook
  2. Webhook makes text a pdf
  3. Webhook sends pdf to CRM.

This would allow you to have consistent formatting as well.

3

@aidan you can reference the system variable below to pass the PDF link to Make

PICKAXE_END_USER_RAW_DOC_URLS
4

@aidan, you’ll need to directly pass the PDF to your make scenario using the studio APIs, which are currently only available to Pro tier subscribers.

You can find the sudio APIs in the Settings tab of your studio just like in the screenshot below:

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