ReportFlow and Salesflare
How to connect ReportFlow
- Via Zapier — 4 operations available. Set it up ↗
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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