Good day, colleagues.
I have a process which generates a plain-old text file. I would very much like to put that txt file in a folder (local or in the cloud) and have it auto-magically create a templated PDF, send it to a client and update Pipedrive.
Is there a tool/app/method that can parse the data in that TXT file and transpose it into an attractive, branded PDF that can be (automatically) sent to a customer (whose email address is in the TXT file)?
I can image that Zapier will be involved, maybe a web-form tool? All connected to PD.
I would (seriously) consider hiring someone (you?) to assist with this process. We have a paid Zapier account. And hey, your simple insight/suggestion would also be most welcome!
Thanks for your comments!