Zapier & Make.com

Automate PDF generation from any app in your tech stack. Glyph integrates with Zapier, Make.com (formerly Integromat), and any platform that supports webhooks.

Why Use Glyph with Zapier/Make?

No Code Required

Visual workflow builders - no programming needed

5,000+ Apps

Connect to your existing tools instantly

AI-Powered

Natural language customization in your automations

Real-Time

Generate PDFs the moment triggers fire

Common Use Cases

Trigger	Action	Result
New Airtable record	Generate invoice PDF	Email to client
Form submission	Create branded quote	Save to Google Drive
Deal closed in CRM	Generate contract	Send via DocuSign
Shopify order	Create packing slip	Print automatically
Weekly schedule	Generate report	Post to Slack

Prerequisites

Before you begin, you’ll need:

1. A Glyph API key - Get one at dashboard.glyph.you
2. An account on Zapier or Make.com

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Zapier Integration

Quick Start: Your First Zap

This example creates a PDF quote whenever a new record appears in Airtable.

1. Create a new Zap in your Zapier account

2. Set your Trigger

   • App: Airtable
   • Trigger Event: New Record
   • Connect your account and select your base/table

3. Add Action 1: Create Preview

   • App: Webhooks by Zapier
   • Action Event: Custom Request
   • Configure as shown below

4. Add Action 2: Generate PDF

   • App: Webhooks by Zapier
   • Action Event: Custom Request
   • Use the sessionId from Step 1

5. Add Action 3: Deliver the PDF

   • Email it, save to Drive, or send anywhere

Action 1: Create Preview

Configure the Webhooks by Zapier action:

Field	Value
Method	POST
URL	https://api.glyph.you/v1/preview
Data Pass-Through	No

Headers:

Key	Value
Authorization	Bearer gk_your_api_key
Content-Type	application/json

Body (Raw JSON):

{
  "template": "quote-modern",
  "data": {
    "client": {
      "name": "{{Client Name}}",
      "company": "{{Company}}",
      "email": "{{Email}}"
    },
    "lineItems": [
      {
        "description": "{{Service Description}}",
        "quantity": {{Quantity}},
        "unitPrice": {{Unit Price}},
        "total": {{Line Total}}
      }
    ],
    "totals": {
      "subtotal": {{Subtotal}},
      "tax": {{Tax}},
      "total": {{Total}}
    },
    "meta": {
      "quoteNumber": "Q-{{Record ID}}",
      "date": "{{Created Time}}"
    }
  }
}

Note

Replace the {{Field Name}} placeholders with your actual Zapier field mappings from Airtable.

Action 2: Generate PDF

Add another Webhooks by Zapier action:

Field	Value
Method	POST
URL	https://api.glyph.you/v1/generate

Headers:

Key	Value
Authorization	Bearer gk_your_api_key
Content-Type	application/json
Accept	application/json

Body:

{
  "sessionId": "{{step1_sessionId}}",
  "format": "pdf"
}

Tip

Map sessionId from the response of your first webhook action.

Optional: Add AI Customization

Insert another webhook between preview and generate to apply AI styling:

Field	Value
Method	POST
URL	https://api.glyph.you/v1/modify

Body:

{
  "sessionId": "{{preview_sessionId}}",
  "prompt": "Apply professional blue styling to match our brand"
}

---

Make.com Integration

Make.com offers more advanced data transformation and branching logic.

Quick Start Scenario

1. Create a new Scenario in Make.com

2. Add your Trigger module

   • Example: Google Forms > Watch Responses

3. Add HTTP module for preview

   • HTTP > Make a request

4. Add HTTP module for generate

   • Use the sessionId from the previous module

5. Add output module

   • Google Drive > Upload a File, or
   • Gmail > Send an Email

HTTP Module 1: Create Preview

Field	Value
URL	https://api.glyph.you/v1/preview
Method	POST
Body type	Raw
Content type	JSON (application/json)

Headers:

Add a header:

• Name: Authorization
• Value: Bearer gk_your_api_key

Request content:

{
  "template": "quote-modern",
  "data": {
    "client": {
      "name": "{{1.answers.name}}",
      "company": "{{1.answers.company}}",
      "email": "{{1.answers.email}}"
    },
    "lineItems": {{toJSON(1.answers.items)}},
    "totals": {
      "subtotal": {{1.answers.subtotal}},
      "tax": {{1.answers.tax}},
      "total": {{1.answers.total}}
    },
    "meta": {
      "quoteNumber": "Q-{{formatDate(now; 'YYYYMMDD')}}-{{1.responseId}}",
      "date": "{{formatDate(now; 'MMMM D, YYYY')}}"
    }
  }
}

Parse response: Yes (check this option)

HTTP Module 2: Generate PDF

Field	Value
URL	https://api.glyph.you/v1/generate
Method	POST
Body type	Raw
Content type	JSON (application/json)

Headers:

• Authorization: Bearer gk_your_api_key
• Accept: application/json

Request content:

{
  "sessionId": "{{2.data.sessionId}}",
  "format": "pdf"
}

Tip

Make.com’s formatDate(), toJSON(), and ifempty() functions are great for transforming data before sending to Glyph.

---

Real-World Examples

Example 1: Invoice from Form Submission

Scenario: Customer fills out a service request form, you auto-generate a branded invoice.

Zapier

1. Trigger: Typeform > New Entry
2. Action 1: Webhooks > POST to /v1/preview with form data
3. Action 2: Webhooks > POST to /v1/generate with sessionId
4. Action 3: Gmail > Send Email with PDF attachment

Make.com

1. Trigger: Typeform > Watch Responses
2. HTTP: POST to /v1/preview
3. HTTP: POST to /v1/generate
4. Gmail: Send Email (attach base64 PDF)

Example 2: Auto-Customize from CRM Data

Scenario: When a deal moves to “Won” in your CRM, generate a contract with AI-applied styling based on the client’s industry.

Zapier

1. Trigger: HubSpot > Deal Stage Changed to “Won”
2. Action 1: Webhooks > POST to /v1/preview
3. Action 2: Webhooks > POST to /v1/modify
   • Prompt: "Style this contract professionally for a {{Industry}} company"
4. Action 3: Webhooks > POST to /v1/generate
5. Action 4: Google Drive > Upload File

Make.com

1. Trigger: HubSpot > Watch Deals (filter: stage = Won)
2. HTTP: Create preview
3. HTTP: Modify with industry-specific prompt
4. HTTP: Generate PDF
5. Google Drive: Upload file

Example 3: Batch Reports on Schedule

Scenario: Every Monday at 9am, generate a PDF report from your database.

Zapier

1. Trigger: Schedule by Zapier > Every Week on Monday
2. Action 1: Airtable > Find Records (get weekly data)
3. Action 2: Webhooks > POST to /v1/preview
4. Action 3: Webhooks > POST to /v1/generate
5. Action 4: Slack > Send Message with file

Make.com

1. Trigger: Schedule > Run scenario (Mondays 9am)
2. Airtable: Search records
3. HTTP: Create preview with aggregated data
4. HTTP: Generate PDF
5. Slack: Send file

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API Reference

The 3-Step Flow

Every Glyph PDF follows this pattern:

POST /v1/preview  →  POST /v1/modify (optional)  →  POST /v1/generate

Endpoint	Purpose	Returns
/v1/preview	Create session with template + data	sessionId
/v1/modify	AI-powered customization	Updated HTML
/v1/generate	Convert to PDF	PDF file

Authentication

All requests require this header:

Authorization: Bearer gk_your_api_key

Data Structure

{
  "template": "quote-modern",
  "data": {
    "client": { "name": "", "company": "", "email": "" },
    "lineItems": [{ "description": "", "quantity": 1, "unitPrice": 0, "total": 0 }],
    "totals": { "subtotal": 0, "tax": 0, "total": 0 },
    "meta": { "quoteNumber": "", "date": "" }
  }
}

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Troubleshooting

”Session not found” Error

Sessions expire after 1 hour. Generate the PDF immediately after creating the preview.

Solution: Ensure your generate action runs right after preview in the same workflow execution.

”Invalid API key” Error

• Verify the key starts with gk_
• Check for extra spaces in the Authorization header
• Confirm the key is active at dashboard.glyph.you

Empty or Corrupt PDF

• Test with minimal data first
• Verify your JSON is valid (use a JSON validator)
• Check that numeric fields are numbers, not strings

Rate Limits

If you hit rate limits on batch operations:

• Add delays between requests (Zapier: use Delay action)
• Process in smaller batches
• Contact support for higher limits

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Best Practices

Security

• Store your API key as a secret/environment variable
• Never expose it in public Zaps or scenarios
• Rotate keys periodically via the dashboard

Performance

• Generate immediately after preview (sessions expire in 1 hour)
• Skip /v1/modify if you don’t need AI customization
• Cache PDFs when possible to avoid regenerating

Testing

1. Test with hardcoded data first
2. Verify field mappings one at a time
3. Check the preview HTML before generating

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Next Steps

• Webhooks & Automation - Complete webhook documentation
• Airtable Integration - Direct Airtable connection
• API Overview - Full API reference
• Templates - Available templates