Advance PDF creation from CRM data
I'm trying to create a PDF export of data in the CRM.
My problem is I want a pretty complicated format for the data. I'm trying to export multiple modules worth of data, with nested one-to-many relationships between the modules. Along with that, I want to include attachments from one of the modules in the PDF export.
For example, lets say I want to export Accounts, Contacts, and Cases. For each account, I want to create a PDF file. In that file I want to list all the contacts under that account. Under each contact I want to list any cases they are attached to, and after listing each case I want to insert any pdf attachments that are on that case into this new PDF.
It may look like this:
Page 1
[
Account information
]
Page 2
[
Contact 1 information
Case 1.1 information
Case 1.2 information
]
Page 3
[
Case 1.1 Attachment
]
Page 4
[
Case 1.2 Attachment
]
Page 5
[
Contact 2 information
Case 2.1 information
]
Page 6
[
Case 2.1 Attachment
]
Page 7
[
Contact 3 information
Case 3.1 information
]
Page 8
[
Case 3.1 Attachment
]
All the tools I've found so far are too limited for my use case. I've looked into
- Zoho Writer Merge Templates
- Zoho Writer PDF Combine API
the main issue being--merge template don't seem to allow iteration + nesting to the degree I'm looking for, and the combine api has a wait time to retrieve the combined PDF and a limit of 5 PDFs to combine at once.
Has anyone accomplished something like this, or have any Zoho tools they know of that would work for this?
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