DocuGenerate
Automate the generation, status retrieval, and download of dynamic PDF documents using DocuGenerate’s Word templates directly within Backendless workflows.
DocuGenerate’s integration with Backendless via FlowRunner empowers you to create dynamic, professional PDF documents without ever leaving your automation workflows. Ideal for generating contracts, invoices, reports, and agreements, this integration streamlines document creation, enabling businesses to automate repetitive tasks, improve accuracy, and scale their operations with ease.
Key use-cases include:
- Automating the generation of signed contracts based on database entries
- Creating and dispatching invoices after purchase triggers
- Compiling comprehensive client or project reports from aggregated data
- Generating NDAs and agreements for onboarding workflows
By leveraging Word templates with customizable merge tags, you can personalize each document with unique client or transaction data by simply supplying your information in JSON format. This allows for standardized formatting and quick, reliable document output directly from Backendless-powered applications.
Available Actions
- Generate Document: Instantly creates a PDF document using a DocuGenerate template and data supplied in JSON format. The generated document can be stored, sent, or further processed according to your automated workflow.
- Get Document Status: Retrieves the current status of a generated document by its identifier, allowing you to track progress or confirm completion before taking subsequent actions.
- Download Document: Downloads a generated PDF document by its identifier, enabling delivery to users or storage within your systems.
To use the DocuGenerate FlowRunner Extension, follow these steps:
- Install the Extension:
- Navigate to FlowRunner Marketplace and install the DocuGenerate extension.
- Authenticate with DocuGenerate:
- Drag any DocuGenerate-related action into the Flow Editor.
- Configure your DocuGenerate API Key or use OAuth for authentication as prompted.
- Start Automating:
- Use DocuGenerate actions to dynamically generate documents using your templates and data within your FlowRunner workflows.
The DocuGenerate FlowRunner Extension is developed and maintained by Backendless Corp. For help or questions:
- Visit the Backendless Support Forum
- Review the DocuGenerate Documentation for details on supported features and API usage.
Harness automated document creation and management with DocuGenerate and FlowRunner!
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