Connect DocuGenerate integrations
Compose customized PDFs, contracts, and business agreements automatically by connecting DocuGenerate to Make. Linking this document engine to over 3,000 integration apps allows you to instantly merge database values with Word templates and export clean files. Register for free today to configure your first automated certificate and invoice pipeline.
Triggers and actions
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DocuGenerate
Popular DocuGenerate workflows
Automate DocuGenerate with Make. Explore popular workflows to generate documents automatically and simplify your daily tasks.
Create new DocuGenerate PDFs from new Tally submissions
Every time a new form is submitted in Tally, Make will automatically generate a PDF document using DocuGenerate. You can easily customize this workflow with your own form fields and document templates. Follow our step-by-step guide on creating reports from Tally submissions. Created by DocuGenerate. Contact us if you have any questions.
Create new DocuGenerate PDFs from new Airtable records and save the PDF in Airtable
Every time a new record is added to an Airtable base, Make will automatically generate a PDF document using DocuGenerate and attach it back to the original record. This creates a complete workflow where your generated documents are stored directly within your Airtable database. This example uses a sample base to generate professional PDF certificates, similar to our Airtable scripting extension tutorial. You can easily customize this workflow with your own templates and Airtable base structure. Created by DocuGenerate. Contact us if you have any questions.
Create new DocuGenerate PDFs from new Google Sheets spreadsheet rows
Every time a new row is added to a Google Sheets spreadsheet, Make will automatically generate a PDF document using DocuGenerate. This example uses the "Sales Contract" sample template and data from DocuGenerate’s Template Library. You can easily customize this workflow with your own templates and spreadsheet data. Created by DocuGenerate. Contact us if you have any questions.
Automate Document Creation by Integrating DocuGenerate and Make
Connect DocuGenerate with Make to automate document workflows. Easily generate PDFs from Google Sheets, Airtable, or Tally form submissions, then automatically save them to Google Drive and email them to your recipients.
Automated document creation from data sources
Automatically generate personalized PDFs, contracts, or certificates whenever new rows are added to Google Sheets or Airtable.
Instant file storage and organization
Keep your paperwork organized by automatically uploading newly created documents directly to your Google Drive folders.
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Direct database syncing
Save time by automatically attaching newly generated PDF documents directly back to the matching records in your Airtable database.
Seamless document distribution
Instantly send generated invoices, tickets, or agreements as email attachments to your recipients the moment they are ready.
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FAQs
How do I get started with Make?
Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.
What is a scenario?
A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.
What is a module?
Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.
What is mapping?
Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.