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:

1. New member's information is added to a Google Sheet
2. Make.com automatically triggers TemplateDocs to generate a customized welcome document
3. TemplateDocs creates the document in PDF format and emails it directly to the member

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

A. Start a new Scenario

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

B. 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"

C. 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.

D. Configure the Action

General settings:

• Template: Select your Member Onboarding template
• Output Format: PDF / DOCX

Email fields (optional):

• Send Email: Enable this option to automatically email the generated document
• To: Map to the Member Email Address column from your Google Sheet
• Subject: Customize the email subject (e.g., "Welcome to our organization!")
• Body: Customize the default email message (optional)

Template Data fields:

• 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

Step 4: 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 emailed directly to them. The document 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. The built-in email delivery means you don't need to set up additional email services - TemplateDocs handles everything for you.

+