ReportFlow and Salesflare

How to connect ReportFlow

About ReportFlow

ReportFlow is a cloud-based document generation platform that automatically creates PDFs from customizable templates using data from your connected apps.

ReportFlow operations on Zapier

Triggers (1)

Start a workflow when this happens

  • New PDF Generated — Triggers when a PDF finishes generating. Use passthrough to match an async result to the request that started it.

Actions (3)

Things Salesflare can make it do

  • Download PDF — Downloads a generated PDF by Request ID and returns it as a file for later steps. Multiple files come as a ZIP; pass a File ID for one.
  • Generate PDF (Async) — Starts PDF generation asynchronously for large designs. Completion arrives via the New PDF Generated trigger; match it using passthrough.
  • Generate PDF (Sync) — Generates a PDF synchronously from a design and its parameters. Best for lightweight documents; use the async action for heavy ones.

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