Zapier Integration
TemplateDocs integrates with Zapier to connect your document workflows with thousands of other apps and automate tasks across platforms. You can connect the two platforms in either direction:
For example, Zapier can send a new Google Forms response to TemplateDocs to generate a welcome letter. In the other direction, a TemplateDocs workflow can send a finished quote to Zapier to trigger additional actions in other apps.
Zapier → TemplateDocs
Use the TemplateDocs action as part of a Zap to generate documents when something happens in another app.
TemplateDocs → Zapier
Trigger a Zap from a TemplateDocs workflow when a specific event occurs (form submitted, document generated, workflow completed, etc.). Then use Zapier to automate actions in other apps.
