Connect TemplateDocs integrations
Generate polished Word and PDF files automatically by connecting TemplateDocs to Make. Linking this document creator with our workflow automation tool lets you instantly gather data from webhooks, apply custom business rules, and distribute completed layouts. Sign up for a free account today to activate your first automated document pipeline.
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Create a new document from an existing template
Performs an arbitrary authorized API call.
Connect any app with TemplateDocs
Popular TemplateDocs workflows.
Automate your TemplateDocs workflows with Make. Connect your favorite apps and generate documents in minutes.
Automate document generation by integrating TemplateDocs with Make
Connect TemplateDocs to Make to automate your document workflows. Pull data from any source, generate custom PDFs instantly, and deliver them to clients without writing a single line of code.
Easily pull data from Google Sheets, CRMs, or webforms directly into your Word templates without writing any code.
Automatically save your generated PDFs and DOCX files to cloud storage or email them to clients as soon as they are ready.
Instantly generate invoices, contracts, or certificates the moment a customer submits a form or completes a purchase.
Build complex document generation workflows visually in Make, bypassing the need to interact with APIs directly.
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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