Connect DocsAutomator integrations
Assemble professional documents with DocsAutomator to instantly populate reports, invoices, or contracts from new CRM records. Use our workflow automation to trigger document creation from a new sale and collect legally-binding e-signatures. Register today to formalize your business operations.
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App developer is its official vendor.
This app is supported and maintained by the vendor DocsAutomator UG (hb).
Build your DocsAutomator integrations.
With DocsAutomator on Make, automate the creation of professional documents, such as reports, invoices, or contracts, by populating them with data from new CRM records. Configure your workflows to trigger document generation from events like a new sale, and seamlessly integrate legally-binding e-signatures.
Generates a document or a signing request from an automation template.
Connect any app with DocsAutomator
Popular DocsAutomator workflows.
Looking to get more out of DocsAutomator? With Make you can visually integrate DocsAutomator into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
FAQ
Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.
A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.
Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.
Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.
How it works
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