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gkrajeski
gkrajeski
Level 10
July 14, 2016
Question

Way to populate PDFs with MKTO field data?

  • July 14, 2016
  • 5 replies
  • 4405 views

I am urgently looking to see if anyone knows of a way to populate field values from Marketo into a PDF document through any methods!


Have a sensitive legal document that must be delivered in PDF format but needs to contain customer address and owner information!



Thanks,

-Geoff

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    5 replies

    gkrajeski
    gkrajeskiAuthor
    Level 10
    July 14, 2016

    Sanford Whiteman or others?

    gkrajeski
    gkrajeskiAuthor
    Level 10
    July 14, 2016

    It's hard to tag Gregoire M. on the mobile app!


    If someone could please do so...  I'm on a 3 hr commute!

    gkrajeski
    gkrajeskiAuthor
    Level 10
    July 14, 2016

    https://nation.marketo.com/api/core/v3/people/75002


    Hoping this works to tag Greg

    gkrajeski
    gkrajeskiAuthor
    Level 10
    July 14, 2016

    Grégoire Michel found a way to scroll to find your real account at the bottom of a list of about 20 on Jive for Android!

    Grégoire_Miche2
    Grégoire_Miche2
    Level 10
    July 14, 2016

    Yes, that's me

      gkrajeski
      gkrajeskiAuthor
      Level 10
      July 14, 2016

      It seems that the following methods no longer are valid:

      Populating PDF Form Fields from a URL Query String  –  The PDF Developer Junkie Blog

      http://forms.stefcameron.com/2006/10/20/using-url-requests-in-pdf-forms/ http://forms.stefcameron.com/2006/10/20/using-url-requests-in-pdf-forms/

      passing parameters in to pdf (PDF Forms)

        A
        Anonymous
        July 14, 2016

        Hi @Geoff krajeski,

        I think some time back @Sanford Whiteman​ suggested

        https://nation.marketo.com/message/131717#comment-131717

        See if that works.

        If not, I also have done pdf generation using web hooks at Bright Hooks. You can use a webhook and use a pdf generation solution.

        Rajesh

        A
        Anonymous
        July 14, 2016

        Just to complete the information here,

        Here is the web hook I was talking about.

        Web Hook Library

        Rajesh

          Grégoire_Miche2
          Grégoire_Miche2
          Level 10
          July 14, 2016

          I do not see how this could be done without a 3rd party tool.

          I would rather use Conga Composer on salesforce (Salesforce Document Generation & Merge Applications | Conga ), generate the PDF, store it on a web site and add it's URL to a lead.

          -Greg

            Amanda_Thomas6
            Amanda_Thomas6
            Level 8
            July 14, 2016

            This was a very interesting discussion to read through.  A little over my head when it comes to coding, but really good to have this information at hand- just in case.

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