How to Use the Generated PDF Link in Your CRM Workflow

This guide walks you step-by-step on how to access and use the Generated PDF Link from PDF Maker inside your workflow.

• How to use PDF Maker in your CRM Contact Workflow?
• How to use PDF Maker in your CRM Opportunity Workflow? 
  
  

This step generates the PDF using your selected template.

• Click + Add Action
• Select Send Email (or any action where you want to use the PDF link)

• Inside the email/message editor
• Click the Custom Values (tag icon) button

• Scroll and select : THE PDF Maker

• Choose your action : #2 Generate PDF For Contact
  
  Note: The number (#2) depends on your workflow order

• Click : Generated PDF Link
  This is the actual link to the generated document.

 The system will insert a dynamic value like:
{{contact_generate_pdf.2.pdfLink}}
You can now use it in your message:
Hi {{contact.name}}, Your document is ready: {{contact_generate_pdf.2.pdfLink}}

 ✅ Final Result
Your workflow will:

1. Generate a PDF
2. Automatically insert the PDF link
3. Send it to the contact (or use it in any action)

💡 Tips

• Make sure the PDF step comes before using the link
• Always select the correct action number (e.g., #2, #3)
• Test your workflow to confirm the link is generated correctly