TemplioniX and Salesflare

How to connect TemplioniX

TemplioniX is a document generation service that creates Word and PDF documents from templates and structured data.

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.

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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