DocsFold
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. |
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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 DocsFold directly.
Requirements
To use the DocsFold app in Make, you must have an active account and an API Key, create your account on DocsFold. For subscription, refer to the DocsFold pricing page.
Connect DocsFold and Make
To get started, you must first create a connection between DocsFold and Make, 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 Make, 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 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 DocsFold 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 DocsFold 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.
DocsFold modules
After connecting to the DocsFold 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.
DocsFold resources
You can have access to more resources related to this app on the following links