Softr Integration

Four methods to generate PDFs from Softr, from simple manual generation to fully automated workflows.

Overview

Method	Type	Softr Plan	Difficulty
Database Formula	Manual	All (including free)	Very easy
Interface Button	Manual	All (including free)	Easy
Softr Workflow	Automatic	Business+	Easy
Make & Zapier	Automatic	All	Intermediate

Method 1: Database Formula

Recommended for beginners - Add a formula field that generates a clickable URL for each record.

Setup

Open Softr Studio → Database
Select your table and add a new Formula field
Paste this formula:

"https://premium.typeflow.us/api/generate-doc-softr?record_id="&RECORD_ID()&"&table_id=[TABLE_ID]&flow_id=[FLOW_ID]"

Replace [TABLE_ID] and [FLOW_ID] with your actual IDs from TypeFlow
Name the field (e.g., "Generate PDF")

Usage

Click the generated URL on any record to create a PDF in a new tab.

Pros: Works with free Softr, 2-minute setup, no external tools needed.

Method 2: Interface Button

Combine the formula method with a visual button for a professional interface.

Setup

Part A: Create the formula field (same as Method 1)

Part B: Add a button to your page

Softr Studio → Pages → Edit your page
Add a Button component (or Action Button in List/Table)
Configure: Action = "Open URL"
Select your formula field as the URL source
Customize button text (e.g., "Download PDF")
Publish

Use Cases

Record detail pages
Client portals
Dashboards with action buttons

Method 3: Softr Workflow

Automatic PDF generation using native Softr workflows.

Requires: Paid Softr plan (Business or higher)

Setup

Softr Studio → Workflows → Create new workflow
Configure your trigger:
- "When record is created"
- "When record is updated"
- "When button is clicked"
Add action: Make HTTP Request or Call API
Method: GET
URL:

https://premium.typeflow.us/api/generate-doc-softr?record_id=[Record ID]&table_id=[TABLE_ID]&flow_id=[FLOW_ID]

Replace [Record ID] with the dynamic variable from your trigger
Test and activate

Trigger Examples

Trigger	Use Case
Record created	Auto-generate invoice
Record updated	Regenerate after changes
Button clicked	User-initiated generation

Method 4: Make & Zapier

External automation platforms for complex multi-step workflows.

With Make

Make.com → Create new scenario
Add Softr module as trigger
Add HTTP → Make a request
Method: GET
Map Record ID from Softr trigger
Optional: Add steps to email PDF, save to Google Drive, etc.

With Zapier

Zapier.com → Create new Zap
Trigger: Softr
Action: Webhooks by Zapier → GET
Configure URL with dynamic parameters

Pros: Complex workflows, 1000+ app integrations, advanced conditional logic.

Comparison

Criteria	Formula	Button	Workflow	Make/Zapier
Free Softr	✓	✓	✗	✓
Automatic	✗	✗	✓	✓
Setup time	2 min	5 min	10 min	15 min
Multi-step	✗	✗	Limited	✓
Extra cost	No	No	No	Yes (>100/month)

API Endpoints

Template Type	Endpoint
Google Docs	`https://premium.typeflow.us/api/generate-doc-softr`
HTML Builder	`https://premium.typeflow.us/api/generate-doc-builder-softr`

URL Parameters

Parameter	Required	Description
`record_id`	Yes	Softr record ID
`table_id`	Yes	Softr table ID
`flow_id`	Yes	TypeFlow flow ID

Troubleshooting

Issue	Solution
PDF doesn't generate	Verify flow is active in TypeFlow, check IDs
"Record not found"	Verify record_id, ensure record exists
Authentication error	Reconnect Softr account in TypeFlow
Workflow doesn't trigger	Check workflow is activated, verify conditions

FAQ

Which method works with free Softr plans?

Database Formula, Interface Button, and Make/Zapier all work with free Softr plans. Only Softr Workflow requires a paid Softr plan (Business or higher).

Which method is easiest to set up?

Database Formula is the easiest - just add a formula field to your table. It takes about 2 minutes to set up.

Can I automate PDF generation?

Yes. Use Softr Workflow (requires paid Softr) or Make/Zapier for automatic PDF generation on events like record creation or updates.

Need More Help?

Email: support@typeflow.us
Chat: Click the chat icon in the app