Data & Docs · CONNECTIONRender PDFs from HTML, web pages or Dokifly Handlebars templates, saved as protected workflow files, and manage templates.
Explore 9 workflow actions for Dokifly, 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.
Save HTML (with Handlebars fields) and optional sample data as a template.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a stored PDF and free its storage.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a template and its sample data.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Render HTML, a public HTTPS page or a saved template with data to a PDF, saved as a protected workflow file. Counts toward the monthly PDFs.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Get a template's HTML, sample data and compiled preview.
Read this month's PDFs used, the limit, what remains and the plan.
List PDFs stored with the permanent output, newest first, and the storage used (Pro and Growth).
List saved templates, most recently updated first, without their HTML.
Replace a template's HTML, and optionally its name, description or sample data.
A repeated request may repeat the external action. Review the previous result before retrying a write.
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 Dokifly. A saved workflow is not a completed provider action.
