File and Document Management
Templated
11 min
templated io is an api driven document generation platform that automates the creation of pdfs and other formats from templates, enabling seamless integration with make com for streamlined document workflows and automated business processes this is ai generated content based on official templated documentation the content may still contain errors—please verify important information if you have questions on vendor documentation, contact https //templated io/terms/ directly requirements to use the templated app in make, you must have an active account and an api key, https //templated io/terms/ connect templated and {{product name}} to get started, you must first create a connection between templated and {{product name}} , allowing the two services to communicate you can connect using the following method api key,bearer token api key instructions you need to retrieve your api key from your account dashboard login to your templated account using your credentials navigate to the api integration tab in your dashboard locate your api key in the api integration tab bearer token instructions you need to retrieve your api key to use as a bearer token login to your templated account using your credentials navigate to the api integration tab of your dashboard locate your api key in the api integration tab create the connection in {{product name}} https //www make com/en/register , add the templated 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 templated or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page templated modules after connecting to the templated app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a render (image or pdf) creates a visual preview or final version of an image or pdf file get a render fetches detailed information for a specific render object using its unique id list templates retrieves a complete list of all templates associated with your user account make an api call executes a custom api request to the connected service using your authorized credentials merge renders combine multiple render files into one consolidated pdf document 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}} templated resources you can have access to more resources related to this app on the following links https //community make com/search?q=templated https //templated io/terms/ https //templated io/docs/authentication/ https //www make com/en/integrations/templated io