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Users are struggling with the PDF generation step in their workflows because CustomJS has no native way to build a file. Adding this feature would streamline the process significantly.
A client fills out an onboarding form. By the time they hit submit they've got a welcome email in their inbox, my CRM has their details, and a PDF summary of what they signed up for is attached. I built this because I was doing all of it manually. New client comes in, I would copy their details into my CRM, write them a welcome email, attach a PDF I had made in Word. Every time. For every client. The form lives on my domain, built with CustomJS Form Builder. When someone submits it, a Make workflow fires. Make writes the client details to my CRM, then passes the form data to CustomJS which fills an HTML template with their name, package, start date and price, and converts it to a PDF. Make attaches the PDF to the welcome email and sends it. The part that took the longest was writing the HTML template. Once that was done the rest came together in about an hour. Now the whole thing runs without me touching it. The bit most people get stuck on is the PDF step because Make has no native way to build a file. CustomJS has a make module that takes your data in and returns a PDF out, which fits cleanly into any Make scenario without any extra setup.