File and Document Management
DocsAutomator
8 min
docsautomator automates the creation of documents from templates using data from various sources integrating with make com enables users to automatically generate and deliver personalized pdfs or google docs as part of their automated workflows this is ai generated content based on official docsautomator documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //docs docsautomator co/integrations api/docsautomator api directly requirements to use the docsautomator app in make, you must have an active docsautomator account and a valid api key, https //docsautomator co for subscription, refer to the https //docsautomator co connect docsautomator and {{product name}} to get started, you must first create a connection between docsautomator and {{product name}} , allowing the two services to communicate obtain your api key in your docsautomator account create the connection in make obtain your api key in your docsautomator account before you create the connection in {{product name}} , you should first obtain your api key in your docsautomator account to obtain your api key navigate to settings in the docsautomator dashboard click on the workspace section click on the api tab copy the api key displayed on screen you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //docs docsautomator co/integrations api/zapier create the connection in {{product name}} https //www make com/en/register , add the docsautomator module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your docsautomator account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page docsautomator modules after connecting to the docsautomator app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a document creates a new document or initiates a signing request based on a selected automation template templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} docsautomator resources you can have access to more resources related to this app on the following links https //community make com/search?q=docsautomator https //docsautomator co https //docs docsautomator co/integrations api/docsautomator api https //www make com/en/integrations/docsautomator