Make Integration

TemplateDocs integrates with Make.com to connect your document workflows with hundreds of other apps and automate tasks across platforms. You can connect the two platforms in either direction:

For example, Make can send a new spreadsheet row to TemplateDocs to generate a welcome letter. In the other direction, a TemplateDocs workflow can send a finished quote to Make to trigger additional actions in other apps.

Make → TemplateDocs

Use the TemplateDocs module in a Make scenario to generate documents when something happens in another app.

• Guide: Generate documents from Make

TemplateDocs → Make

Trigger a Make scenario from a TemplateDocs workflow when a specific event occurs (form submitted, document generated, workflow completed, etc.). Then use Make to automate actions in other apps.

• Guide: Trigger Make from TemplateDocs Workflows

Related

• Zapier integration overview
• TemplateDocs workflows
• Webhooks