Automating your document generation using Zapier

Zap Overview

 

Zapier (https://zapier.com) is well known for moving data between web apps.

We have recently completed work on our Beta Zapier Integration and are looking for Docmosis Cloud users to test it for us.

Please contact Support and with details of the App you want to generate a document from and we will send you an invite to try the Docmosis Zapier Integration.

Overview

The Integration allows you to select many different Triggers to start the document generation process.  For example this could be a Form Submission (TypeForm, JotForm, etc), a New Row in a SpreadSheet (Google Sheets), or a new contact being added to a CRM (SalesForce, Zoho, etc).

Once Zapier is connected to your Docmosis Cloud account, you can select your template and then map the fields from the data source to the template.

As a final step you can also store the generated document to your chosen location (Google Drive, Drop Box, etc.)

Generating Documents using Zapier

 

Please contact Support with details of the App you want to generate a document from and we will send you an invite to try the Docmosis Zapier Integration.

 

Feedback

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Applies To

Docmosis-Java Tornado Cloud
Version(s) - - DWS3