Generate Documents from viaSocket

TemplateDocs can be used together with viaSocket to automate document generation. 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. viaSocket automatically triggers TemplateDocs to generate a customized welcome document
3. TemplateDocs creates the document in DOCX or 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.

Step 3: Create your flow in viaSocket

A. Create a new flow

Log in to viaSocket, click the + Create new flow button

B. Set up your Trigger

• Click Select Trigger and search for Google Sheets
• Select Google Sheets and then New or Updated Spreadsheet Row
• Connect your Google account if not already connected
• Select your Google Sheet and the specific worksheet

C. Set up your Step

• Click Add Step and search for TemplateDocs
• Select TemplateDocs and then Generate Document From Template
• Connect your TemplateDocs account
  • You will be asked to provide your TemplateDocs API key. You can find it in the API Keys page.

D. Configure the Step

General settings:

• Select your Member Onboarding template
• Click on Template Data, Output Format and ... and expand the section

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

Output Format:

• Set the desired output format (PDF / DOCX)

Email fields (optional):

• Send via Email: Check this option to automatically email the generated document
• Email To: Map to the Member Email Address column from your Google Sheet

Step 4: Publish your flow

• Click on Go Live to publish your flow
• Add a test row to your Google Sheet (it might take a few minutes for viaSocket to detect the new row)
• Review the generated welcome document

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.

+