You can automate documents creation using Documentero & Pabbly Connect and connect your workflow with more than 1000 Apps
Step 1: Create Document Template
You can start creating your document templates in any editor (Microsoft Word / LibreOffice ) or using online tools (Google Docs) that supports docx format. You need to replace all fields that you are expecting to fill automatically with special tags sourrended by special “curly” brackets.
Step 2: Upload your document template to Document Automation Service
Upload your document template into Document Automation Service. It will verify if it does not contain errors and list down all detected fields.
Step 3: Decide on document output format
Decide if you want to generate docx. (Word) or PDF documents as output. It’s better generate docx if you are going to edit them further.
Step 4: Connect your Pabbly Connect Account to Documentero account
You need to copy Documentero apiKey from your account page (click on user avatar > your account) to Pabbly Connection.
Step 5: Create new workflow in Pabbly Connect
Create your automation workflow and use Documentero as action to generate documents:
Pabbly Connect Documentero Integration
Select one of two actions:
- Generate Document (Generate Word or PDF Document based on Document Template)
- Generate Document and send as email attachment (Generate Word or PDF Document based on Document Template and sends it to the specified email as an attachment)
Select your document template (previously created in Documentero) & map all fields that you want fill in in document from your workflow trigger.
Step 6: Test your workflow
Check if whole workflow is passing through and generate documents for your needs.
Check More Video Tutorials for Pabbly Connect & Documentero integrations: