Automatic creation of PDF files and storage in SharePoint with Confluence Automation

[Matthias Lochmann]

Hello everyone,

we are trying to switch from Word/PDF to Confluence only... but during the transition phase SharePoint will still be the go-to place. This means that we have to manually create a PDF export (we use the Scroll PDF exporter) and save the file to SharePoint. Unfortunately, this process is prone to errors.

I was wondering if there is a way to automate this process? My idea is the following:

Trigger: as soon as the eSign Doc Management App publishes a new page in the ‘reading space called Products’, the automation rule is started.

Step 1: Scroll PDF exporter is executed, the app selects the correct export template according to the label (default functionality).

Step 2: The created PDF export is automatically saved in SharePoint, possibly in the correct folder according to the document type.

I have no idea where to start, this story around API is new terrain for me, exciting, but if I have to start from scratch, then I need days & weeks until I can answer my question... so I would be very grateful if someone could give me a tip.

Best Regards & Thank you

Matthias

[Tomislav Tobijas _Koios_]

Hi @Matthias Lochmann ,

Interesting requirement (and probably quite a common one as well). I haven't been using Scroll exporters for a while now so I'm a bit rusty.

First part is probably relatively easy - exporting content via API > sending web request to your Confluence and calling app API to do the rest. I've found official vendor docs related to it: Export Content via REST API 

Now, as for the location of the exported file/where you'll download or store it, that might be a bit trickier. I'm guessing you'll need some additional script (maybe?) that will download and/or store exported PDF files to SharePoint.

I would recommend reaching out to vendors directly for this one via their support portal.

They are usually quite responsive and helpful and might give you assistance or some tips and tricks on implementing a solution for this requirement.

Cheers,
Tobi