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DocSpring + NodeHub

Fill DocSpring PDF templates, collect data and signatures through data requests, combine PDFs, and manage templates and folders.

Explore 29 workflow actions for DocSpring, including account permissions and operation limits.

13 read actions16 write actions
WORKFLOW ACTIONS

What you can configure.

Choose an action in the workflow builder, connect an account, and map its inputs. These actions are available in the catalog; your account access and a successful test determine whether they work for your setup.

Add fields to template

Write

Adds fields to a PDF template.

Permissions and limits

Account permissions

  • A DocSpring API token (ID and secret)

A repeated request may repeat the external action. Review the previous result before retrying a write.

Batch generate pdfs

Write

Generates up to 50 PDFs in a single request.

Permissions and limits

Account permissions

  • A DocSpring API token (ID and secret)

A repeated request may repeat the external action. Review the previous result before retrying a write.

Combine pdfs

Write

Combines multiple PDFs from various sources into a single PDF file.

Permissions and limits

Account permissions

  • A DocSpring API token (ID and secret)

A repeated request may repeat the external action. Review the previous result before retrying a write.

Copy template

Write

Creates a copy of an existing template with all its fields and configuration.

Permissions and limits

Account permissions

  • A DocSpring API token (ID and secret)

A repeated request may repeat the external action. Review the previous result before retrying a write.

Create folder

Write

Creates a new folder for organizing templates.

Permissions and limits

Account permissions

  • A DocSpring API token (ID and secret)

A repeated request may repeat the external action. Review the previous result before retrying a write.

Delete folder

Write

Deletes an empty folder.

Permissions and limits

Account permissions

  • A DocSpring API token (ID and secret)

A repeated request may repeat the external action. Review the previous result before retrying a write.

Delete template

Write

Deletes a template or a specific template version.

Permissions and limits

Account permissions

  • A DocSpring API token (ID and secret)

A repeated request may repeat the external action. Review the previous result before retrying a write.

Expire combined submission

Write

Expiring a combined submission deletes the PDF from our system.

Permissions and limits

Account permissions

  • A DocSpring API token (ID and secret)

A repeated request may repeat the external action. Review the previous result before retrying a write.

Expire submission

Write

Expiring a PDF submission deletes the PDF and removes the data from our database.

Permissions and limits

Account permissions

  • A DocSpring API token (ID and secret)

A repeated request may repeat the external action. Review the previous result before retrying a write.

Generate pdf

Write

Creates a PDF submission by filling in a template with data.

Permissions and limits

Account permissions

  • A DocSpring API token (ID and secret)

A repeated request may repeat the external action. Review the previous result before retrying a write.

Generate preview

Read

Generates a preview PDF for a submission with partially completed data requests.

Permissions and limits

Account permissions

  • A DocSpring API token (ID and secret)

Get combined submission

Read

Retrieves the details and status of a combined submission.

Permissions and limits

Account permissions

  • A DocSpring API token (ID and secret)

Get data request

Read

Retrieves the details and status of a data request.

Permissions and limits

Account permissions

  • A DocSpring API token (ID and secret)

Get submission

Read

Retrieves the details and status of a PDF submission.

Permissions and limits

Account permissions

  • A DocSpring API token (ID and secret)

Get submission batch

Read

Retrieves the status and results of a batch PDF generation job.

Permissions and limits

Account permissions

  • A DocSpring API token (ID and secret)

Get template

Read

Retrieves information about a template including processing status and document URL.

Permissions and limits

Account permissions

  • A DocSpring API token (ID and secret)

Get template schema

Read

Retrieves the JSON Schema definition for a template's fields.

Permissions and limits

Account permissions

  • A DocSpring API token (ID and secret)

List combined submissions

Read

Returns a paginated list of combined submissions (merged PDFs) for your account.

Permissions and limits

Account permissions

  • A DocSpring API token (ID and secret)

List folders

Read

Returns a list of folders in your account.

Permissions and limits

Account permissions

  • A DocSpring API token (ID and secret)

List submissions

Read

Returns a paginated list of all PDF submissions across all templates in your account.

Permissions and limits

Account permissions

  • A DocSpring API token (ID and secret)

List template submissions

Read

Returns a paginated list of all submissions for a specific template.

Permissions and limits

Account permissions

  • A DocSpring API token (ID and secret)

List templates

Read

Retrieves a list of your templates with search, filtering, and pagination options.

Permissions and limits

Account permissions

  • A DocSpring API token (ID and secret)

Move folder to folder

Write

Moves a folder to a new parent folder or to the root level.

Permissions and limits

Account permissions

  • A DocSpring API token (ID and secret)

A repeated request may repeat the external action. Review the previous result before retrying a write.

Move template to folder

Write

Moves a template to a different folder or to the root level.

Permissions and limits

Account permissions

  • A DocSpring API token (ID and secret)

A repeated request may repeat the external action. Review the previous result before retrying a write.

Publish template version

Write

Publishes the current draft version of a template and creates a new immutable version with semantic versioning (major.minor.patch).

Permissions and limits

Account permissions

  • A DocSpring API token (ID and secret)

A repeated request may repeat the external action. Review the previous result before retrying a write.

Rename folder

Write

Renames an existing folder.

Permissions and limits

Account permissions

  • A DocSpring API token (ID and secret)

A repeated request may repeat the external action. Review the previous result before retrying a write.

Restore template version

Write

Restores your template to a previously published version, copying that version's content and configuration to the current draft.

Permissions and limits

Account permissions

  • A DocSpring API token (ID and secret)

A repeated request may repeat the external action. Review the previous result before retrying a write.

Test authentication

Read

Checks whether your API token is valid by making an authenticated request.

Permissions and limits

Account permissions

  • A DocSpring API token (ID and secret)

Update data request

Write

Updates authentication details for a data request.

Permissions and limits

Account permissions

  • A DocSpring API token (ID and secret)

A repeated request may repeat the external action. Review the previous result before retrying a write.

SETUP

Start with a controlled test.

01Connect the intended account

Use the account and permissions required for your process. Review the connection check before configuring a workflow action.

02Review inputs and access

Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.

03Confirm the result

Inspect step outputs and confirm the result in DocSpring. A saved workflow is not a completed provider action.

Follow the workflow quickstart
EXPLORE YOUR STACK

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