File and Document Management
TemplateDocs
9 min
templatedocs is an online document generation tool that automates creating documents from templates and data sources integrating templatedocs with make com lets users automate generating, storing, and sending custom documents as part of their workflows 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 https //templatedocs io directly requirements to use the templatedocs app in make, you must have an active account and an api key, https //templatedocs io for subscription, refer to the https //templatedocs io connect templatedocs and {{product name}} to get started, you must first create a connection between templatedocs and {{product name}} , 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 {{product name}} , you should first obtain your api key in your templatedocs account to obtain your api key navigate to the keys section of your account dashboard copy the api key displayed on screen you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //templatedocs io create the connection in {{product name}} https //www make com/en/register , add the templatedocs 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 templatedocs account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page templatedocs modules after connecting to the templatedocs app, you can choose from a list of available modules to build your {{scenario plural lowercase}} generate a document generate a new document by filling out an existing template with your specified data make an api call executes a custom api request to the connected service using your authorized credentials 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}} templatedocs resources you can have access to more resources related to this app on the following links https //community make com/search?q=templatedocs https //templatedocs io https //templatedocs io/docs/api/overview https //www make com/en/integrations/templatedocs