DocuGenerate

docugenerate allows you to automatically generate high quality pdf documents from word templates and json files you can easily create custom documents such as invoices, letters, contracts, agreements, and more with the docugenerate app in {{product name}} , you can manage the document and template creation in your docugenerate account requirements to use the docugenerate app in {{product name}} , you must have a https //app docugenerate com/signup connect docugenerate and {{product name}} to get started, you must first create a connection between docugenerate and {{product name}} , allowing the two services to communicate to create the connection, you need to /#obtain your api key in docugenerate /#create the connection in obtain your api key in docugenerate before you create the connection in {{product name}} , you should first obtain an api key in your docugenerate account to obtain the api key log in to your docugenerate account get your unique api key from the developers tab on the https //app docugenerate com/settings/developers page copy the api key value and store it in a safe place you'll use this value in the api key connection field in {{product name}} create the connection in {{product name}} once you have your docugenerate api key, you're ready to create the connection in {{product name}} to create the connection log in to your {{product name}} account, add a docugenerate module to your {{scenario singular lowercase}} , and click create a connection optional in the ​​ connection name​​ field, enter a name for the connection in the ​​ api key field, enter the api key you copied from your docugenerate account click save if prompted, authenticate your account and confirm access you've successfully created the connection and can now use the docugenerate app in your {{scenario plural lowercase}} if you want to make changes to your connection in the future, follow the steps https //help make com/connect an application#tn2pj docugenerate modules after connecting to the docugenerate app, you can use the following types of modules to build your {{scenario plural lowercase}} docugenerate generate a document this action allows you to automatically generate a document using a template and dynamic data the following inputs can be configured template select the template you want to use for document generation name provide a name for the generated document by default, it will use the name of the template format choose the output format for the generated document the default format is docx the supported formats are docx, pdf, doc, odt, txt, html and png data this field requires the dynamic data set that will be used to populate the template and generate the document watch new document this trigger activates whenever a new document is generated from a template within docugenerate watch new template this trigger activates whenever a new template is created within your docugenerate account other make an api call this action enables you to perform authorized api calls effortlessly and opens up a myriad of possibilities by interacting with docugenerate’s api directly templates you can look for docugenerate templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} docugenerate resources https //api docugenerate com/ https //www docugenerate com/help/ https //www docugenerate com/help/articles/automate document generation with make/ https //www docugenerate com/integrations/make/ https //www docugenerate com/blog/use tally and make to generate reports based on form submission/ https //www docugenerate com/blog/how to create event tickets with barcodes using make/