DocuGenerate
DocuGenerate is a platform for generating personalized documents from templates using data. Integrating DocuGenerate with Make.com enables automated creation and delivery of custom documents, such as contracts or certificates, directly from your workflows using dynamic data sources. |
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This is AI-generated content based on official DocuGenerate documentation. The content may contain mistakes. Please verify important information. If you have questions on vendor documentation, contact DocuGenerate directly.
Requirements
To use the DocuGenerate app in Make, you must have an active DocuGenerate account and an API Key, create your account on DocuGenerate. For subscription, refer to the DocuGenerate pricing page.
Connect DocuGenerate and Make
To get started, you must first create a connection between DocuGenerate and Make, allowing the two services to communicate.
Obtain your API Key in your DocuGenerate account
Create the connection in Make.
Obtain your API Key in your DocuGenerate account
Before you create the connection in Make, you should first obtain your API Key in your DocuGenerate account.
To obtain your API Key :
Navigate to the Settings page.
Click on the Developers tab.
Click the Generate API Key button.
Confirm the generation of a new API key in the dialogue box.
Copy the API key displayed in the modal.
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 DocuGenerate 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 DocuGenerate 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.
DocuGenerate modules
After connecting to the DocuGenerate 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.
DocuGenerate resources
You can have access to more resources related to this app on the following links