Data & Docs · CONNECTIONGenerate PDF and PNG documents from DocuPotion templates and JSON data, saved as protected workflow files.
Explore 3 workflow actions for DocuPotion, 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 save the PDF or PNG as a protected workflow file. Counts toward the plan's documents.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Get the account's documents used and the limit for the current billing period.
List the account's templates.
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 DocuPotion. A saved workflow is not a completed provider action.
