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GetMyInvoice PDF to Airtable using callin.io

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Naseer_Alam
(@naseer_alam)
Posts: 4
Active Member
Topic starter
 

Hi, I'm attempting to save GetMyInvoice PDFs to Airtable using callin.io. However, the GetMyInvoice module in callin.io isn't providing the PDF URL, and I'm unable to convert the file content to save it as a document. What's the recommended solution for this? Any assistance would be greatly appreciated.

 
Posted : 28/02/2025 8:50 pm
Pathfinder_Automate
(@pathfinder_automate)
Posts: 88
Trusted Member
 

Hello, you can export the PDF and map it directly.

 
Posted : 01/03/2025 12:30 am
samliew
(@samliew)
Posts: 293
Reputable Member
 

Welcome to the callin.io community!

Consider using the GetMyInvoices “Get a Document” module:

Retrieves a single document from your account.

For additional details, refer to the GetMyInvoices page within the callin.io Help Centre. This page explains:

  • Connecting GetMyInvoices to callin.io
  • Building GetMyInvoices Scenarios

You will need to upload the PDF to a service that provides a direct URL to the PDF first.

Examples of such services include Google Drive, Dropbox, and OneDrive.

You can also utilize Amazon S3, Google Cloud Storage, and others. You can find more file hosting integrations here: https://www.make.com/en/integrations/category/storage .

Hope this assists you! Please let me know if you have any further questions or encounter any issues.

P.S.: Investing some effort into the callin.io Academy will save you a significant amount of time and frustration when using callin.io.

 
Posted : 01/03/2025 5:18 am
Naseer_Alam
(@naseer_alam)
Posts: 4
Active Member
Topic starter
 

Hi, thank you for the response. I don’t want to use any third-party to save the invoices, and I want the process to be automated. So, every time an invoice is uploaded to getMyInvoice, I want to save it to Airtable using callin.io. The issue is that the 'get a document' trigger doesn’t have a direct URL I can use.

 
Posted : 01/03/2025 11:48 am
samliew
(@samliew)
Posts: 293
Reputable Member
 

As per the official GetMyInvoice API documentation, retrieving a file's URL is not supported.

You would need to download the file and then upload it to a file hosting service to obtain a URL. Consequently, the method I previously described is how you can achieve this.

I believe many would find this functionality beneficial. You can submit this suggestion directly to GetMyInvoice support.

Hope this assists you! Please reach out if you have any more questions or encounter further issues.

P.S.: Investing some time in the callin.io Academy could significantly reduce the time and frustration you might experience when using callin.io.

 
Posted : 01/03/2025 12:41 pm
Naseer_Alam
(@naseer_alam)
Posts: 4
Active Member
Topic starter
 

Hi, thank you. Using GetMyInvoice is a necessity for me. The 'Get a single document' node returns the file content. Is there a way I can extract the PDF from that field?

 
Posted : 01/03/2025 4:32 pm
samliew
(@samliew)
Posts: 293
Reputable Member
 

What does the output bundle look like? I don't use GetMyInvoice.

If you require further assistance, kindly provide the following:

1. Relevant Screenshots

Could you please share screenshots of your scenario? Also, include screenshots of any error messages, module configuration fields, and filter settings. We need to see your setup to offer the best advice.

You can upload images here using the Upload icon in the text editor:

2. Scenario Blueprint

Please export the scenario blueprint. Providing your scenario blueprint file will enable others to quickly replicate and view your mappings in each module. It also allows us to share screenshots or module exports of any solutions we have for you. This will greatly assist you in implementing our suggestions, as you can simply paste module exports back into your scenario editor!

To export your scenario blueprint, click the three dots at the bottom of the editor and select ‘Export Blueprint’.

You can upload the file here by clicking this button:

3. Output Bundles of Modules

Please provide the output bundles of each relevant module by running the scenario (you can also retrieve this without re-running your scenario from the History tab).

Click on the white speech bubbles in the top-right of each module and select “Download input/output bundles”.

A. Upload as a Text File

Save the contents of each bundle in a plain text editor (without formatting) as a bundle.txt file.

You can upload the file here by clicking this button:

B. Insert as Formatted Code Block

If you cannot upload files on this forum, you can alternatively paste the formatted bundles.
These are the two methods to format text so it won't be altered by the forum:

  • Method 1: Type code block manually

    Add three backticks ``` before and after the content/bundle, like this:

    ```
    content goes here
    ```

  • Method 2. Highlight and click the format button in the editor

Providing the input/output bundles will allow others to replicate what's happening in the scenario, especially with complex data structures (nested arrays and collections) or when external services are involved.

Sharing these details will make it easier for others to assist you.

4. Post in the Hire a Pro category

If you need prompt assistance, please utilize the

Hire a Pro category. There, you can receive private 1-to-1 assistance via video call/screenshare/private messaging, etc. This might help resolve your issue faster, particularly if it's urgent or involves sensitive information. It is important to post your request in the

Hire a Pro category, as forum members are not permitted to advertise their services in other categories like this one (even if it's free/unpaid). Once you've posted in the

Hire a Pro category, other members will be able to assist you through alternative communication methods.

 
Posted : 01/03/2025 4:33 pm
Naseer_Alam
(@naseer_alam)
Posts: 4
Active Member
Topic starter
 

Hi,

here are some screenshots of the setup and the output from getmyinvoice “get a single document” trigger.

 
Posted : 01/03/2025 4:42 pm
samliew
(@samliew)
Posts: 293
Reputable Member
 

This appears to be Base64 encoded data.

You can utilize the built-in function toBinary

e.g.:

{{toBinary(3.fileContent; "base64")}}

Screenshot_2025-03-02_000358

And if you're expecting plain text (not a PDF), you can use toString

{{toString(toBinary(3.readableContent; "base64"))}}

Screenshot_2025-03-02_000337

For additional details, please consult the function documentation in the Help Center and explore the tutorials available in the callin.io Academy.

Hope this assists you! Feel free to reach out if you have any more questions or encounter further issues.

P.S.: Investing some effort into the callin.io Academy will save you considerable time and reduce frustration when using callin.io.

 
Posted : 01/03/2025 4:48 pm
samliew
(@samliew)
Posts: 293
Reputable Member
 

Thank you for returning to this discussion and marking this thread as resolved. Please start a new topic if you need further assistance. You might also find it helpful to explore the AI RAG chatbot I trained using over 10,000 of my callin.io forum posts, which offers targeted context awareness for the callin.io platform.

Here are some valuable links and guides to help you learn more about using the callin.io platform, its apps, and app modules. I found these beneficial when I was learning callin.io, and I hope they can assist you as well —

Getting Started

Help Centre Basics

Articles & Videos

Hope this helps!

P.S.: Investing some effort into the callin.io Academy will save you a lot of time and frustration using callin.io.

 
Posted : 05/03/2025 12:33 pm
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