You can automate documents creation using Documentero & Make.com (formerly Integromat) and connect your workflow with variety of modules available on Make.com platform
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 Generation 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 Make.com Account to Documentero account
You need to copy Documentero apiKey from your account page (click on user avatar > your account) and provide it Make.com modules connection
Step 5: Create new Scenario in Make
Create your automation workflow and use Documentero as action to generate documents:
Make & Documentero Integration Page
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)
- Make an API Call (Performs an arbritrary authorized API call.)
Select your document template (previously created in Documentero) & map all fields that you want fill in in document from your app module configuration.
Step 6: Test your workflow
Check if whole scenario is passing through and generate documents for your needs.
Check More Video Tutorials for Make.com & Documentero integrations: