Using Doppio with Make
Customizing a template

Make (Integromat) is a cloud-based integration platform for implementing automation.

The real tiny Doppio factory that creates one by one PDF documents from HTML files

Create a Make account

First, register on Make.

Create the webhook module

Make offers more than a thousand services which you can use to automate tasks.
In this example, we'll use the webhook service to trigger the creation of an invoice PDF with Doppio from an HTML template.

Create a scenario

First, you'll want to create a scenario on Make.

Choose the trigger

Then you'll want to create a webhook trigger. You can find it by searching for "webhook" in the search bar.

and choose "Custom Webhook".

Add an URL

Click on that new webhook and "Add" an URL to be able to request it.

Determine data structure

After adding the URL to the webhook, you'll need to determine the data structure of the webhook.

You'll want to "Edit" the URL and add a new "Data structure" as shown in the image below.

1 : The name of the data structure so you can find it later
2 : The parameter "clientName" that will hold the name of the client we want to create the invoice for
3 : The other parameters (same as "clientName")

Create the tool module

Choose the action

Then you'll want to create a tool module.

Add another module to your scenario. And look for the tool module. You can find it by searching for "tool" in the search bar.

and choose "Compose a string".

Fill the tool module

For this example we'll use the Doppio invoice template example from the documentation. Copy and paste the HTML template in the tool module as shown in the image below.

Then, you'll want to replace the values in the template with the parameters you've created earlier in the data structure.
To do so, click on the template where you want to insert the data and select the parameter you want to use in the list that appears on the right.
Here we are replacing the values of the client name, address, city, postal code and country.

1 : The HTML template
2 : The list of parameters available from the webhook module

Create the HTTP module

Choose the action

Then you'll want to create an HTTP module.

Add another module to your scenario. And look for the HTTP module. You can find it by searching for "http" in the search bar.

and choose "Make a request".

Fill the HTTP module

Complete it as shown in the image below.

1 : The URL of the Doppio API
2 : The method used to request Doppio
3 : The request authorization header (replace "[YOUR API KEY]" with your Doppio API key which you can find in your dashboard)
4 : The body type
5 : The content type

And for the request content, you'll want to use the syntax to render a PDF from an HTML source, you can find an example on the documentation.
In the input for the content request, set the value of the "html" field with the HTML template you've created earlier wrapped in the function to transform text to base64.

You can copy and paste directly this piece of code in the input for the content request.

json

"setContent": {
    "html": "{{base64("`" + 3.value + "`")}}"
}

Or you can do it manually as shown in the images below. Fill request content with the text to base64 function

Test the scenario

To be able to test the scenario, you'll need to start the scenario from the Make interface.

As your scenario is waiting for data, you'll need to trigger the webhook by requesting the URL you've created earlier.
If you want to quickly test it, you can use the reqbin API testing tool.

1 : The URL you have created for the webhook
2 : The method you want to use to request the URL (here POST)
3 : The content of the request

You can copy and paste this piece of code in the content of the request.

json

  {"clientName": "COMPANY_NAME", "clientAddress": "79 rue des sables", "clientCity": "Nantes", "clientPostalCode": "44000", "clientCountry": "France"}

and click "Send" !

Check the result

If everything went well, you should see a new PDF in your Doppio dashboard.
And the Make interface should show that every module in your scenario succeedeed.