Zapier
TemplateFox has a native Zapier integration. Connect your account, add TemplateFox as an action in any Zap, and generate PDFs automatically when triggers fire — no code required.
Setup
1. Get your API key
Go to your Dashboard and copy your API key.
2. Create a Zap
In Zapier, create a new Zap and choose your trigger app (Google Sheets, Typeform, Shopify, Stripe, etc.).
3. Add TemplateFox as an action
Search for TemplateFox in the action step. Select Generate PDF as the action event.
4. Connect your account
Paste your API key when prompted. Zapier will verify the connection automatically.
5. Configure the action
| Field | Description |
|---|---|
| Template | Select a template from the dropdown (fetched from your account) |
| Template Data | Map fields from your trigger to template variables |
| Filename | Optional custom filename (without .pdf) |
| Expiration | How long the PDF URL stays valid (default: 24 hours) |
6. Test and turn on
Click Test to generate a sample PDF, then turn on your Zap.
Available actions
| Action | Description |
|---|---|
| Generate PDF | Generate a PDF from a template with dynamic data. Returns a signed URL. |
Mapping data
Zapier lets you map fields from your trigger directly to template variables. For example, if your trigger is a new Google Sheets row:
- Map the “Customer Name” column to your template’s
customer_namefield - Map “Invoice Number” to
invoice_number - Map “Amount” to
total
For templates with repeating rows (like line items), pass the data as a JSON string.
Output
After generation, the TemplateFox action returns:
| Field | Description |
|---|---|
url | Signed URL to download the PDF |
filename | The PDF filename |
credits_remaining | Credits left in your plan |
expires_in | Seconds until the URL expires |
You can use these outputs in subsequent Zap steps — email the PDF via Gmail, save to Google Drive, attach to a Slack message, or send via any other Zapier action.
Common workflows
Invoice on new order — Shopify/Stripe triggers a new order, TemplateFox generates the invoice, Gmail sends it to the customer.
Certificate on course completion — Teachable/Thinkific triggers completion, TemplateFox generates a certificate, Dropbox stores it.
Receipt after payment — Stripe triggers a payment, TemplateFox generates a receipt, the PDF URL is sent via Slack or email.
Contract from CRM — HubSpot/Salesforce deal closes, TemplateFox generates the contract, Google Drive saves it.
Troubleshooting
“Template not found” — Make sure you have at least one template in your Dashboard . Templates must be saved before they appear in Zapier’s dropdown.
“Invalid API key” — Reconnect your TemplateFox account in Zapier with a valid API key from your API settings .
Fields not showing — After selecting a template, click Refresh Fields to reload the available template variables.
Next steps
- Get Started in 5 Minutes — Create your first template
- Data Binding — Learn how to pass dynamic data to templates
- API Reference — Full endpoint documentation
- Upload to S3 — Store generated PDFs in your own S3 bucket