In this guide you’ll learn how to convert a SharePoint File to PDF using a Power Automate.
Steps to convert your SharePoint File to PDF using Power Automate:
- Create a flow in Power Automate
- Define your action (Convert to PDF)
- Create File (define were your file will be created)
- Publish your workflow
It’s also important to note that in this specific example we are converting an SharePoint file to PDF in SharePoint using Power Automate. If preferred, you can easily save the converted PDF file to another destination like Dropbox, Google Drive, OneDrive, or any platform supported by Power Automate. You can also extend our example by adding additional automation like sending the converted PDF as email.
From a high-level perspective, the steps to create are as follows:
1: Create a new flow
Create a new Flow and use the SharePoint Online trigger ‘When an item is created or modified’. Fill out the URL for the site collection and select the relevant SharePoint list from the dropdown menu.
2: Convert to PDF
Insert Muhimbi's ‘Convert document’ action and fill it out as per the screenshot displayed below. Naturally, you will need to substitute the Source file name and Source file content with suitable values.
Note: this flow requires a Muhimbi API key. Get a free plan with 75 operations per month or a 30 day free trial with no limitations. Sign up to create your API key.
3: Create a file
Insert a Create File action to write the converted file back to SharePoint Online (or Dropbox, OneDrive, or Google Drive, or send the PDF via email).
4: Publish the workflow
Publish the workflow and create/update an MS SharePoint file in the specified library. After a few seconds, the Flow will trigger and a PDF file will be generated.