Salt la conținutul principal
Automatically generate or fetch a PDF and attach it to a record in Twenty. This is commonly used to create quotes, invoices, or reports that are linked to Companies, Opportunities, or other objects.

Prezentare generală

This workflow uses a Manual Trigger so users can generate a PDF on demand for any selected record. A Serverless Function handles:
  1. Downloading the PDF from a URL (from a PDF generation service)
  2. Uploading the file to Twenty
  3. Creating an Attachment linked to the record

Cerințe

Before setting up the workflow:
  1. Create an API Key: Go to Settings → APIs and create a new API key. You’ll need this token for the serverless function.
  2. Set up a PDF generation service (optional): If you want to dynamically generate PDFs (e.g., quotes), use a service like Carbone, PDFMonkey, or DocuSeal to create the PDF and get a download URL.

Configurare pas cu pas

Pasul 1: Configurați declanșatorul

  1. Go to Workflows and create a new workflow
  2. Select Manual Trigger
  3. Choose the object you want to attach PDFs to (e.g., Company or Opportunity)
With a Manual Trigger, users can run this workflow using a button that appears on the top right once a record is selected, to generate and attach a PDF.

Step 2: Add a Serverless Function

  1. Add a Serverless Function action
  2. Create a new function with the code below
  3. Configure the input parameters

Input Parameters

ParameterValoare
companyId{{trigger.object.id}}
If attaching to a different object (Person, Opportunity, etc.), rename the parameter accordingly (e.g., personId, opportunityId) and update the serverless function.

Serverless Function Code

export const main = async (
  params: { companyId: string },
) => {
  const { companyId } = params;

  // Replace with your Twenty GraphQL endpoint
  // Cloud: https://api.twenty.com/graphql
  // Self-hosted: https://your-domain.com/graphql
  const graphqlEndpoint = 'https://api.twenty.com/graphql';

  // Replace with your API key from Settings → APIs
  const authToken = 'YOUR_API_KEY';

  // Replace with your PDF URL
  // This could be from a PDF generation service or a static URL
  const pdfUrl = 'https://your-pdf-service.com/generated-quote.pdf';
  const filename = 'quote.pdf';

  // Step 1: Download the PDF file
  const pdfResponse = await fetch(pdfUrl);

  if (!pdfResponse.ok) {
    throw new Error(`Failed to download PDF: ${pdfResponse.status}`);
  }

  const pdfBlob = await pdfResponse.blob();
  const pdfFile = new File([pdfBlob], filename, { type: 'application/pdf' });

  // Step 2: Upload the file via GraphQL multipart upload
  const uploadMutation = `
    mutation UploadFile($file: Upload!, $fileFolder: FileFolder) {
      uploadFile(file: $file, fileFolder: $fileFolder) {
        path
      }
    }
  `;

  const uploadForm = new FormData();
  uploadForm.append('operations', JSON.stringify({
    query: uploadMutation,
    variables: { file: null, fileFolder: 'Attachment' },
  }));
  uploadForm.append('map', JSON.stringify({ '0': ['variables.file'] }));
  uploadForm.append('0', pdfFile);

  const uploadResponse = await fetch(graphqlEndpoint, {
    method: 'POST',
    headers: { Authorization: `Bearer ${authToken}` },
    body: uploadForm,
  });

  const uploadResult = await uploadResponse.json();

  if (uploadResult.errors?.length) {
    throw new Error(`Upload failed: ${uploadResult.errors[0].message}`);
  }

  const filePath = uploadResult.data?.uploadFile?.path;

  if (!filePath) {
    throw new Error('No file path returned from upload');
  }

  // Step 3: Create the attachment linked to the company
  const attachmentMutation = `
    mutation CreateAttachment($data: AttachmentCreateInput!) {
      createAttachment(data: $data) {
        id
        name
      }
    }
  `;

  const attachmentResponse = await fetch(graphqlEndpoint, {
    method: 'POST',
    headers: {
      Authorization: `Bearer ${authToken}`,
      'Content-Type': 'application/json',
    },
    body: JSON.stringify({
      query: attachmentMutation,
      variables: {
        data: {
          name: filename,
          fullPath: filePath,
          companyId,
        },
      },
    }),
  });

  const attachmentResult = await attachmentResponse.json();

  if (attachmentResult.errors?.length) {
    throw new Error(`Attachment creation failed: ${attachmentResult.errors[0].message}`);
  }

  return attachmentResult.data?.createAttachment;
};

Step 3: Customize for Your Use Case

To attach to a different object

Replace companyId with the appropriate field:
ObiectNume câmp
CompaniecompanyId
PersoanăpersonId
OportunitateopportunityId
Obiect personalizatyourCustomObjectId
Update both the function parameter and the variables.data object in the attachment mutation.

To use a dynamic PDF URL

If using a PDF generation service, you can:
  1. First make an HTTP Request action to generate the PDF
  2. Pass the returned PDF URL to the serverless function as a parameter
export const main = async (
  params: { companyId: string; pdfUrl: string; filename: string },
) => {
  const { companyId, pdfUrl, filename } = params;
  // ... rest of the function
};

Pasul 4: Testați și activați

  1. Save the workflow
  2. Navigate to a Company record
  3. Click the menu and select your workflow
  4. Check the Attachments section on the record to verify the PDF was attached
  5. Activați fluxul de lucru

Combining with PDF Generation Services

For creating dynamic quotes or invoices:

Example: Generate Quote → Attach PDF

PasAcțiuneScop
1Manual Trigger (Company)User initiates on a record
2Căutare înregistrareGet Opportunity or line item details
3Solicitare HTTPCall PDF generation API with record data
4Serverless FunctionDownload and attach the generated PDF
  • Carbone - Template-based document generation
  • PDFMonkey - Dynamic PDF creation from templates
  • DocuSeal - Document automation platform
  • Documint - API-first document generation
Each service provides an API that returns a PDF URL, which you can then pass to the serverless function.

Depanare

ProblemăSoluție
”Failed to download PDF”Check the PDF URL is accessible and returns a valid PDF
”Upload failed”Verify your API key is valid and has write permissions
”Attachment creation failed”Ensure the object ID field name matches your target object

Conexe