Introducing PDF conversion in Deluge

Introducing PDF conversion in Deluge

Hello everyone,

We're pleased to introduce built-in PDF conversion capabilities in Deluge with the launch of the convertToPDF task. As PDF is one of the most widely used formats in professional environments, this task helps streamline document generation across Zoho services. 

What is this task?
The convertToPDF task allows you to generate PDF documents from HTML content or files programmatically. This task takes HTML content or URLs as input and converts them into well-structured, high-quality PDF files.

Some salient features are: 
  1. Accurately renders web-based content
  2. Preserves text, images, styles, and page formatting
  3. Maintains content integrity during conversion
  4. Supports multi-page documents

Further, this task allows you to customize the PDF output using optional parameters passed as key-value pairs in options_collection. We support 20+ parameters, such as scale, landscape, top-margin, bottom-margin, and more. 

Why this matters
  1. Generate reports, invoices, summaries, and other documents directly within your Zoho application.
  2. Eliminate the need for external tools or third-party integrations.
  3. Automate document generation as part of your workflows.
  4. Reduce manual effort and improve operational efficiency.
  5. Customize PDFs to meet specific business or compliance requirements.
Syntax 
Quote
zoho.file.convertToPDF(content/URL, <options_collection>);

The syntax is straightforward. The first parameter can be either the content or a URL. The content should be a string containing valid HTML markup that needs to be converted into a PDF. Alternatively, you can provide a URL, which must be a publicly accessible link pointing to the webpage to be converted.

Examples
While this task offers a wide range of possibilities, here are a few example use cases:
  1. Zoho Creator: A logistics team uses a Creator app to manage shipment operations. At the end of each day, they need a consolidated report of deliveries, delays, and exceptions. Using the convertToPDF task, the system can be configured to generate a structured PDF from the day's data, attach it to the corresponding records, and share it with managers for review.

  2. Zoho CRM: A sales team needs to maintain detailed records of closed deals. When a deal is marked as Closed Won, the convertToPDF task can be used to automatically generate a PDF summary that includes deal details, customer information, communication history, and key notes. The generated PDF can then be attached to the deal record and shared with the finance and legal teams.

  3. Zoho Books: A finance team needs to generate consolidated financial summaries at the end of each quarter, combining invoices, payments, and tax details. Using the convertToPDF task, they can compile the required data into a formatted PDF report, store it for audit purposes, and share it with stakeholders for review.
Documentation
We've put together comprehensive documentation to help you get started. For more information, please visit the convertToPDF task help page.

We believe this task will be a valuable addition to your Deluge workflows by helping you automate processes across Zoho more efficiently.

If you need any assistance, feel free to get in touch with us; we're always happy to help.

We'll be back soon with more updates!

Regards,
The Deluge Team