Generate PDFs and images from TemplateFox templates, merge, split and rotate PDFs, and manage template versions.
Explore 14 workflow actions for TemplateFox, including account permissions and operation limits.
6 read actions8 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.
Create a template version
Write
Saves the template's current draft as an immutable, tagged version.
Permissions and limits
Account permissions
A TemplateFox API key (Dashboard, API)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a template version
Write
Deletes one version snapshot.
Permissions and limits
Account permissions
A TemplateFox API key (Dashboard, API)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Extract PDF pages
Write
Keeps only the chosen pages of a PDF, in the order given, and returns the PDF as a workflow file.
Permissions and limits
Account permissions
A TemplateFox API key (Dashboard, API)
Operation limits
Spends one credit.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Generate a PDF
Write
Fills a PDF template with your data and returns the PDF as a workflow file.
Permissions and limits
Account permissions
A TemplateFox API key (Dashboard, API)
Operation limits
Spends one credit.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Generate an image
Write
Renders an image template (PNG, JPEG or WebP) with your layer changes and data, and returns it as a workflow file.
Permissions and limits
Account permissions
A TemplateFox API key (Dashboard, API)
Operation limits
Image templates only. Unknown layer names are skipped. Spends one credit.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Get template fields
Read
Lists a template's dynamic fields: key, label, type, required and help text.
Permissions and limits
Account permissions
A TemplateFox API key (Dashboard, API)
Get template layers
Read
Lists an image template's named layers and what each can change.
Permissions and limits
Account permissions
A TemplateFox API key (Dashboard, API)
Get the account
Read
Reads the remaining credits and the account email.
Permissions and limits
Account permissions
A TemplateFox API key (Dashboard, API)
List credit transactions
Read
Lists credit transactions: generations, purchases, refunds and bonuses.
Permissions and limits
Account permissions
A TemplateFox API key (Dashboard, API)
Pagination: offset. Check the result for additional pages; a single action may not return every record.
List template versions
Read
Lists a template's saved version snapshots.
Permissions and limits
Account permissions
A TemplateFox API key (Dashboard, API)
List templates
Read
Lists the account's templates (ID, name, kind, dates).
Permissions and limits
Account permissions
A TemplateFox API key (Dashboard, API)
Merge PDFs
Write
Joins two or more PDFs, given as HTTPS links or base64, into one PDF returned as a workflow file.
Permissions and limits
Account permissions
A TemplateFox API key (Dashboard, API)
Operation limits
Spends one credit.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Rotate PDF pages
Write
Rotates every page by one angle, or chosen pages by their own angles, and returns the PDF as a workflow file.
Permissions and limits
Account permissions
A TemplateFox API key (Dashboard, API)
Operation limits
Rotations add to each page's current rotation. Spends one credit.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update a template version
Write
Changes a version's tag or description.
Permissions and limits
Account permissions
A TemplateFox API key (Dashboard, API)
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 TemplateFox. A saved workflow is not a completed provider action.