Make.com Integration

TemplateDocs integrates seamlessly with Make.com (formerly Integromat) to create powerful document automation workflows. This page includes a step by step guide to walk you through the process.

Overview

To illustrate this process, we will use a "Member Onboarding" scenario:
When a new member's information is added to a Google Sheet, Make.com will automatically trigger TemplateDocs to generate a customized welcome document in PDF format and send it to the member via Gmail.

See how it works:

Step 1: Add the Member Onboarding template

Download the Member Onboarding template and upload it to your TemplateDocs account.

Step 2: Set up your Google Sheet

Create a Google Sheet to store new member information. Include columns that correspond to the placeholders in the template:

• Member Full Name
• Member Email Address
• Membership Level
• Contact Person
• Contact Email

Make sure to include headers in the first row of your sheet. Your sheet might look something like this:

Step 3: Create your Scenario in Make.com

1. Log in to Make.com, click the + Create a new scenario button

2. Set up your Trigger:

   • Choose Google Sheets as your trigger module
   • Select Watch New Rows as the trigger event
   • Connect your Google account if not already connected
   • Select your Google Sheet and the specific worksheet
   • When "Choose where to start" is asked, select "All" and hit "Save"

3. Set up your Action:

   • Add a new module and choose TemplateDocs
   • Select Generate a Document as the action
   • Connect your TemplateDocs account if not already connected
     • You will be asked to provide your TemplateDocs API key. You can find it in the API Keys page.
   • Configure the action:
     • General settings:
       • Output Format: PDF / DOCX
       • Send to Email: Enable this option to send a copy of the generated document to your email address (you can leave Email Subject and Email Body empty to use the default ones)
       • Template: Select your Member Onboarding template
     • Template Data:
       • MemberName: Map to the Member Full Name column from your Google Sheet
       • MembershipLevel: Map to the Membership Level column from your Google Sheet
       • ContactPerson: Map to the Contact Person column from your Google Sheet
       • ContactEmail: Map to the Contact Email column from your Google Sheet

4. Optional: Add a Gmail module to send the welcome document to the new member

   • Add a Gmail module
   • Select Send an Email as the action
   • Connect your Gmail account if not already connected
   • Under To, click "Add a recipient" and select the Member Email Address column from the Google Sheet
   • Customize the email subject and body as needed
   • In the Attachments field, click "Add an attachment" and map the generated PDF from TemplateDocs

5. Test and activate your scenario

   • Add a test row to your Google Sheet
   • Click Run Once to test your scenario
   • Review the generated welcome document and email delivery
   • Once satisfied, turn on the scenario scheduling

The Final Result

When a new member's information is added to the Google Sheet, a personalized welcome document is automatically created and includes:

• Their name and membership details
• Information about their membership benefits
• Contact information for support

This automation saves your team time, ensures consistency in your onboarding process, and provides new members with immediate confirmation of their membership.

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