TemplioniX and Salesflare
How to connect TemplioniX
- Via Zapier — 7 operations available. Set it up ↗
About TemplioniX
TemplioniX is a document generation service that creates Word and PDF documents from templates and structured data.
TemplioniX operations on Zapier
Actions (4)
Things Salesflare can make it do
- Extract Template Metadata — Extracts fields, placeholders, and content controls from a selected Word template.
- Generate Document — Generates a Word or PDF document from template data.
- Generate Documents Bulk — Starts a bulk document generation job for multiple data items.
- Generate Model — Generates a starter JSON payload for a selected template.
Searches (3)
Look up existing records
- Get Bulk Generation Job Status — Gets the status of a bulk document generation job by Job ID.
- List Bulk Generation Jobs by Template — Returns bulk document generation jobs for a selected template.
- List Templates — Returns a paginated list of available document templates.
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