Files & Cloud Storage

PDF Integration

Zynk's PDF integration turns data from your business systems into finished documents. The HTML to PDF task converts a template filled with Sage, Xero or Salesforce data into a PDF, and Overlay PDFs adds a letterhead or watermark to every page. The results can be emailed to customers, attached to CRM records or stored in the cloud.

Available for

Workflow

Capabilities may differ depending on the product.

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Benefits

Why businesses connect PDF

Documents from live data

Build invoices, statements, delivery notes or short reports from records your workflow has just exported. Each PDF reflects the data at the moment it was produced, not a copy someone pasted into a template last week.

Letterheads and watermarks

Overlay PDFs places a template file behind every page of a document. Add company stationery to plain output, or mark drafts and copies clearly before they leave the business.

Straight to the recipient

Generated files can be attached to an email by the Send Email task, uploaded to a portal over SFTP or saved to Amazon S3, so documents reach customers and suppliers without anyone handling them.

Page size and orientation

Choose the page size and a portrait or landscape layout for each conversion, so wide reports and standard letters both come out formatted the way readers expect.

One process from data to delivery

PDF tasks sit alongside the rest of a Zynk workflow. A single process can export the data, build the document, add the letterhead and send it, with each step logged so you can see what went out and when.

Capabilities

What you can do with PDF

Every task the Zynk PDF connector can run, grouped by the direction data moves.

Actions in PDF

Tasks Zynk can automate in PDF

2 tasks

HTML to PDF → in PDF
Overlay PDFs → in PDF

Need something that isn't listed?

Most PDF projects include at least one custom step. Our team builds it for you.

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The problem

Why integrate PDF?

Many systems produce documents that look generic or leave out the details customers actually need. Teams end up exporting figures, pasting them into Word, saving a PDF and emailing it by hand. That is slow, easy to get wrong and hard to keep up with as volumes grow.

Without integration

Figures copied from the accounts into a Word template
Documents saved as PDF one at a time
Plain system output sent without company branding
Files emailed manually and attached to records by hand
No record of which version of a document a customer received

With Zynk

HTML templates fill themselves from exported data
Every record in a run produces its own PDF
A letterhead is overlaid on each page automatically
PDFs are emailed, uploaded or attached as part of the workflow
A copy of every generated PDF is archived with the run

How it works

How the PDF integration works

Step 1: Gather the data
Export the records the document needs, such as invoices from Sage 200, jobs from My Mobile Workers or the results of a Salesforce query, as the first step of the workflow.
Step 2: Render the HTML
A Razor template turns each record into HTML with your layout, logo and wording. The HTML to PDF task then converts it at the page size and orientation you choose.
Step 3: Apply stationery
If you have letterhead or watermark artwork saved as a PDF, Overlay PDFs places it behind each page of the generated document as a final formatting step.
Step 4: Deliver and file
Send the PDF by email, upload it to SFTP or cloud storage, or attach it to a CRM record, then archive a copy so you can show exactly what was sent.

Integrations

What can you connect to PDF?

Example use cases for PDF integration

PDF and Sage 200

Produce branded PDF invoices and despatch notes from Sage 200 exports when the standard layouts don't show the information your customers ask for.

Invoices, Despatch notes

View the Sage 200 integration →

PDF and Salesforce

Build a PDF from Salesforce query results, then attach the finished file to the record it belongs to so account managers can open it in context.

FilesQuery results

View the Salesforce integration →

PDF and My Mobile Workers

Turn completed jobs from My Mobile Workers into customer-ready job reports that can be emailed alongside the invoice for the work.

Jobs

View the My Mobile Workers integration →

PDF and Email

Attach generated PDFs to emails sent through your own SMTP server, addressed to the customer or supplier named on the original record.

PDF documents

View the Email integration →

Find your integration →

PDF integration FAQs

Can Zynk create PDF invoices from Sage?

Yes. A workflow exports invoices from Sage 50 or Sage 200, a template lays out each one in HTML and the HTML to PDF task produces the file. You control the design, so the document can include fields the standard Sage layouts leave out.

What does the Overlay PDFs task do?

It takes a template PDF and places it behind every page of another PDF. Use it to add a letterhead, a watermark or standard footer artwork to documents produced by Zynk or exported from another system.

Is there a limit on document length?

The HTML to PDF task produces documents of up to five pages, which covers invoices, statements, delivery notes, job sheets and short reports. Longer content can be split into sections and generated as separate files.

Can Zynk email the PDFs it creates?

Yes. The Send Email task can attach one file or a list of files, so each customer receives their own document. Emails go through your SMTP server, with the address, subject and body taken from the record being processed.

Do I need to know HTML to design PDF templates?

Basic HTML and CSS help, because the layout is defined in a template. Our team can build the first templates for you, and you can adjust the wording or styling later once the workflow is running.

Can PDFs be stored rather than emailed?

Yes. Workflows can save generated files to a network folder, upload them to an SFTP server or Amazon S3, or attach them to records in Salesforce or HubSpot through those systems' file import tasks.

Can each customer get their own statement as a PDF?

Yes. A repeater loops through your customers, renders a statement for each one from accounting data and attaches it to an individual email. Statements exported from Sage 50, for example, can be laid out in your own design rather than the standard format.

Which systems can supply data for PDF documents?

Data can come from any connected system. Accounting packages such as Sage and Xero, CRMs such as Salesforce, field service apps such as My Mobile Workers and databases queried through ODBC or SQL Server can all feed the templates.

See what Zynk can automate for your PDF setup

Book a 20-minute call. We'll review your systems, flag the quick wins and outline a practical route to going live.

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