DocuGenerate and Salesflare
How to connect DocuGenerate
- Via Zapier — 4 operations available. Set it up ↗
- Via Make — 4 modules available. Set it up ↗
About DocuGenerate
DocuGenerate is a tool to automatically generate high-quality PDF documents from Word templates and various data sources.
DocuGenerate operations on Zapier
Triggers (2)
Start a workflow when this happens
- New Document — Triggers when a new document is generated from a template.
- New Template — Triggers when a new template is created.
Actions (2)
Things Salesflare can make it do
- Create Template — Creates a new template from a file.
- Generate Document — Generates a document based on a template and a dynamic data set.
DocuGenerate operations on Make
Triggers (2)
Start a workflow when this happens
- Watch New Document — Triggers when a new document is generated from a template.
- Watch New Template — Triggers when a new template is created.
Actions (2)
Things Salesflare can make it do
- Generate a Document — Generates a document based on a template and a dynamic data set.
- Make an API Call — Performs an arbitrary authorized API call.
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