1.Receives submission payloads
Integrate Sub-Zap by Zapier and templated report inputs to receive the payload and map key submission fields into sub-zap inputs.
Generate underwriting and disbursement report PDF for submissions
Automatically receive incoming submission payloads across Sub-Zap by Zapier, Formatter by Zapier, Code by Zapier, and PDF.co. Create and update shareable report PDFs when new submission arrives, submission ID matches, or optional fields are emptyβso you can format fields, sanitize notes, and generate PDF URLs without manual report creation.
How this automation generates submission PDFs you can route
When incoming submission payloads need underwriting and disbursement reporting, delays can stall review and disbursement decisions. This automation starts a templated sub-zap, formats and sanitizes fields, and generates a PDF via HTML to PDFβso your team can route shareable report links quickly.
Sub-Zap by Zapieror swap with your favorite app
2.Formats fields for the template
Integrate Formatter by Zapier and data formatting tools to format currency and numeric values, dates, and precision to placeholders.
Formatter by Zapieror swap with your favorite app
3.Sanitizes and normalizes fields
Integrate Code by Zapier and data validation tools to convert boolean-like flags and stringify notes for safe template injection.
Code by Zapieror swap with your favorite app
4.Generates PDF from templated HTML
Integrate PDF.co and template rendering tools to generate a PDF from templated HTML and capture the generated file URL.
PDF.coor swap with your favorite app
5.Returns the PDF URL output
Integrate Sub-Zap by Zapier to return the generated PDF URL so downstream steps can attach, store, or route the file.
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Step 1
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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