PDF Creator (HTML)

Create a PDF from fields and files in your record

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Automatically create and custom PDF reports with your record info.

  • Add images and titles.
  • Customize the displayed fields.
  • Create as many custom automations as you need.
  • Save the PDFs directly into Jestor.

With the action “Create and Save Custom HTML PDF”, you can create a PDF from fields and files in your record automatically when the chosen trigger is activated.

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Trigger -> Action

The most important thing about a trick is understanding its conditions and actions. They have a simple generic structure:

When the condition (trigger) happens, then do (action).
Trigger -> Action

How to create

You just have to click on the "+ Automations" icon on the upper right corner of the screen to open the No code automations panel, and then on the "+ Create new automation" button:

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Select the trigger of your choice to activate the action, then select the "Create and Save Custom HTML PDF" action, and fill in the options:

  • Choose tab:
    *Tab that holds the record from which you'll create the PDF
  • Choose field to save PDF file:
    • The resulting PDF will be saved on this field
  • Choose the record:
    • This is the record whose information will be on the pdf. Also, it's the record where the file will be saved.
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  • Write custom HTML code:
    • This can be a combination of fixed text and dynamic data.
  • Select the page size:
  • Select the page orientation:

Click on save

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