Data & Docs · CONNECTIONGenerate Word, PDF and Excel documents from Documentero templates and JSON data, and email them as attachments.
Explore 3 workflow actions for Documentero, including account permissions and operation limits.
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.
Fill a template with JSON data and generate a Word, PDF or Excel document, optionally emailed as an attachment.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Get a template's fields (text, image and repeating sections) and its output formats.
List the account's templates; each label ends with its type (DOCX, PDF or XLSX).
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
Inspect step outputs and confirm the result in Documentero. A saved workflow is not a completed provider action.
