TemplateDocs
 | TemplateDocs is a document automation platform that allows users to generate, manage, and deliver documents from templates. Integrating TemplateDocs with Make.com enables automated document creation, population, and distribution based on triggers from other connected apps. |
|---|
This is AI-generated content based on official TemplateDocs documentation. The content may contain mistakes. Please verify important information. If you have questions on vendor documentation, contact TemplateDocs directly.
Requirements
To use the TemplateDocs app in Make, you must have an active account and an API key, create your account on TemplateDocs. For subscription, refer to the TemplateDocs pricing page.
Connect TemplateDocs and Make
To get started, you must first create a connection between TemplateDocs and Make, allowing the two services to communicate.
Obtain your API Key in your TemplateDocs account
Create the connection in Make.
Obtain your API Key in your TemplateDocs account
Before you create the connection in Make, you should first obtain your API Key in your TemplateDocs account.
To obtain your API Key :
Navigate to the API Keys section in your account dashboard.
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 TemplateDocs 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 TemplateDocs 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.
TemplateDocs modules
After connecting to the TemplateDocs 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.
TemplateDocs resources
You can have access to more resources related to this app on the following links