File and Document Management
DocsFold
10 min
docsfold is an automated document generation platform that creates pdfs and word files from templates and data integrating docsfold with make com enables users to automate document creation and delivery based on triggers from other apps this is ai generated content based on official docsfold documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //www docsfold com/ directly requirements to use the docsfold app in make, you must have an active account and an api key, https //www docsfold com/ for subscription, refer to the https //www docsfold com/ connect docsfold and {{product name}} to get started, you must first create a connection between docsfold and {{product name}} , allowing the two services to communicate obtain your api key in your docsfold account create the connection in make obtain your api key in your docsfold account before you create the connection in {{product name}} , you should first obtain your api key in your docsfold account to obtain your api key navigate to the api section after logging into the docsfold application 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 //www docsfold com/docs/?utm source=openai create the connection in {{product name}} https //www make com/en/register , add the docsfold 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 docsfold account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page docsfold modules after connecting to the docsfold app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a pdf from a template generates a customized pdf document by filling in a predefined template with your specified data generate image generates a customized image based on a selected template generate image (advanced) generates a customized image by filling in a selected template with your specified data make an api call executes a custom api request to the connected service using your authorized credentials 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}} docsfold resources you can have access to more resources related to this app on the following links https //www docsfold com/ https //www docsfold com/docs/ https //www make com/en/integrations/docsfold