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Reference / Integrations

DocsAutomator

Generate PDFs based on your data

DocsAutomator lets you generate PDFs based on your data. With this tool, you can easily create personalized and visually appealing documents by merging your data with pre-built templates.

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Use case of a DocsAutomator in a Glide App
Use case of a DocsAutomator in a Glide App

Adding and Configuring the Integration

To start using the DocsAutomator integration, you first need to add it to your project.

  • In Glide, click the Settings icon in the upper-right corner.
  • Navigate to the Integrations tab and then select DocsAutomator.
  • Click the Add button
Adding the DocsAutomator Integration
Adding the DocsAutomator Integration
  • From your DocsAutomator account, retrieve your API key from the Settings menu.
Locating the DocsAutomator API key
Locating the DocsAutomator API key
  • In Glide, enter this key into the API Key field under your DocsAutomator integration settings, along with the email address that you use to login to DocsAutomator.

Features

The DocsAutomator Integration has only one feature - Generate Document.

The action can be added to a Component that supports Actions (e.g., a Button component), added to an action sequence in the Action Editor.

Configuring the Generate Document Action
Configuring the Generate Document Action

Below is a table outlining the different settings.

FieldDescriptionRequired field?Example
Template IDID of template✅docs.google.com/document/d/[ID]/edit
FilenameName for generated PDF❌If blank, will auto-generate
DataWhich data to pull from Glide❌If blank, will send no data
File outputColumn in Glide to generate link✅URL or text column to extract to

To learn more generally about Integrations in Glide, including how they affect your app’s usage, check out our Introduction to Integrations.

FAQs

Updated 2 weeks ago
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