Documint
Documint is a document automation platform that lets users create professional documents using data from various sources. It features customizable templates, third-party integrations, and a REST API for seamless workflow automation. With the Documint app in Make, you can create documents and list templates in your Documint account.
Requirements
To use the Documint app in Make, you must have a paid Documint account. For subscription information, refer to the Documint pricing page.
Connect Documint and Make
To get started, you must first create a connection between Documint and Make, allowing the two services to communicate.
To create the connection, you need to:
Obtain your API key in Documint
Before you create the connection in Make, you should first obtain an API key in your Documint account.
To obtain the API key:
Log in to your Documint account.
On the left sidebar, click Integrations > Create API Key.
In the API Key Name field, enter a name.
Click Create.
Copy the API Key value and store it in a safe place.
You'll use this value in the API Key connection field in Make.
Create the connection in Make
Once you have your Documint API key, you're ready to create the connection in Make.
To create the connection:
Log in to your Make account, add a Documint module to your scenario, 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 Documint account.
Click Save.
If prompted, authenticate your account and confirm access.
You've successfully created the connection and can now use the Documint app in your scenarios. If you want to make changes to your connection in the future, follow the steps here.
Documint modules
After connecting to the Documint app, you can use the following types of modules to build your scenarios.
Templates
You can look for Documint templates in Make's template gallery, where you'll find thousands of pre-created scenarios.