DocuGenerate

Automate dynamic PDF document creation, status tracking, and downloading using Word templates and JSON data with DocuGenerate via FlowRunner for efficient, personalized document workflows.

The DocuGenerate integration for FlowRunner provides a powerful platform to automate and scale your dynamic document creation processes. With this extension, you can instantly generate tailored PDF documents—such as contracts, invoices, reports, and agreements—directly from your applications. Leveraging Word templates with customizable merge tags, you can deliver true personalization by simply supplying your data in JSON format.

Popular use cases include bulk contract generation for onboarding new clients, automated invoice production after transactions, periodic reporting on system activity or analytics, and the seamless generation of regulatory or compliance documents. All generated PDFs maintain a professional appearance, adhering to your predefined templates and data mappings.

Available Actions:

  • Generate Document from Template: Instantly create a PDF document by providing a Word template and a JSON payload containing your data. The action processes the template and injects the data using merge tags, returning a downloadable PDF ready for distribution or storage.
  • Get Document Generation Status: Retrieve the processing status or metadata of a previously submitted document generation job by providing the job ID. This allows you to automate follow-up workflows or trigger notifications based on completion events.
  • Download Generated Document: Fetch the finished PDF file for a specified document generation job. This action can be used to directly deliver documents to users, send them by email, or archive them in connected storage services.

By integrating DocuGenerate with FlowRunner, you empower your applications to automate document production at scale, guaranteeing consistency, accuracy, and efficiency across your business processes.

To use the DocuGenerate FlowRunner Extension, follow these steps:

  1. Install the Extension:
    • Navigate to FlowRunner Marketplace and install the DocuGenerate extension.
  2. Authenticate with DocuGenerate:
    • Drag any DocuGenerate-related action into the Flow Editor.
    • Click Login to authenticate your DocuGenerate account using API Key or OAuth, depending on your organization setup.
  3. Start Automating:
    • Use the available DocuGenerate actions to automate the creation, management, and delivery of dynamic PDF documents programmatically within your FlowRunner workflows.

The DocuGenerate FlowRunner Extension is developed and maintained by Backendless Corp. For any assistance:

Now, you can automate document generation, tracking, and delivery with DocuGenerate and FlowRunner.

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