DocsAutomator
 | DocsAutomator automates document creation and e-signature workflows from data sources and templates. Integrating with Make.com enables users to generate, sign, and deliver custom documents directly from their automated workflows using data from apps like Airtable, Google Sheets, or Notion. |
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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 DocsAutomator directly.
Requirements
To use the DocsAutomator app in Make, you must have an active account and an API Key, create your account on DocsAutomator. For subscription, refer to the DocsAutomator pricing page.
Connect DocsAutomator and Make
To get started, you must first create a connection between DocsAutomator and Make, 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 Make, you should first obtain your API Key in your DocsAutomator account.
To obtain your API Key :
Navigate to Settings.
Click Workspace.
Click API.
Copy the API key displayed on screen.
You will use this value while creating a connection in Make.
Because the UI might have changed, the steps you see on your screen might be different, check the vendor documentation for updates.
Create the connection in Make
Log in in your Make account, add the DocsAutomator module to your scenario, 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 Connect an applicationConnect an application. page.
DocsAutomator modules
After connecting to the DocsAutomator app, you can choose from a list of available modules to build your scenarios.
Templates
You can look for more templates in Make's template gallery, where you'll find thousands of pre-created scenarios.
DocsAutomator resources
You can have access to more resources related to this app on the following links