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PDF Generator

The PDF Generator renders a PDF from an HTML template plus data and returns a link to the finished file. Use it to produce invoices, receipts, reports, or confirmations that your flow can then send — for example, attach it to a WhatsApp or email message.

Use it inside an Agent node (the agent generates a PDF when it makes sense) or as a standalone Tool node for a fixed, deterministic document.

Adding it to a flow​

In the Tool node's tool picker, choose PDF Generator, pick a source (a registered template or your own HTML), and provide the data to fill it.

Setup / credentials​

The PDF Generator works without a credential in most cases. Optionally, you can bind a Chatflow API credential to secure the render call — when one is bound, the PDF service requires it. Add it via Connect Credential if your setup needs it.

Inputs​

ParameterDescriptionRequired
SourceRender a registered Template ID or your own HTML.Yes
TemplateThe registered server template to render (when Source is Template ID).When using a template
HTMLHandlebars HTML/CSS you author, using {{variables}} filled from Data (when Source is HTML).When using HTML
DataHow you supply the values merged into the template: Form (key → value rows) or JSON.Yes
FieldsThe key → value rows that build the data object (Form mode).When Data is Form
JSONA JSON object of the data (JSON mode) — best for nested or complex data.When Data is JSON
Two ways to supply data

Form mode is a simple key → value grid — great for a handful of fields, and each value can pull in a variable. JSON mode is a plain JSON object — use it when your template needs nested or list data.

Outputs​

The tool returns a signed URL to the rendered PDF (or a render id if the job is queued). It's a single-output tool. Save the URL in flow state so a later node can send or link to the document.

Example​

Send an order receipt as a PDF

  1. Add a Tool node with PDF Generator.
  2. Set Source to HTML and author a small receipt template using {{customerName}}, {{orderNumber}}, and {{total}}.
  3. In Data (Form mode), map those keys to the collected order values.
  4. Feed the returned URL into a WhatsApp document message to deliver the receipt.
Registered templates can do more

Some registered templates are server-side: they hold their own data and lay the document out themselves, so your flow sends a short description instead of the full body. The inspection template works this way — see Inspection Reports.

Tips​

  • Author with Handlebars. Your HTML uses {{placeholders}} that are filled from the Data you provide.
  • Use JSON mode for lists. If the template loops over items (like invoice line items), supply the data as JSON.
  • Keep the returned URL. Store it in flow state so the send step (email/WhatsApp) can reference it.
  • Bind the Chatflow API credential only if your PDF service requires the request to be authenticated.