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Automation Action: DocsAutomator
We’re excited to announce a new integration with DocsAutomator that makes generating PDFs from your SmartSuite records easier than ever. This update streamlines the process by letting you easily connect your DocsAutomator account, map record fields to your chosen template, and generate PDFs automatically.
Key Highlights
- Account Connection: Easily link your DocsAutomator account by entering your API key or choosing from previously connected accounts. A secure credentials modal validates the key instantly.
- Connection Management: Manage your DocsAutomator connections with intuitive Edit and Delete controls. If a connection is active in an automation, you’ll be alerted before any removal.
- Template & Field Mapping: Select a record to generate a PDF and pick a DocsAutomator template designed specifically for SmartSuite. Then, map your record fields to template placeholders with suggested defaults.
- Automation Action: Set up your PDF generation using SmartSuite’s Automations panel. Once configured, your workflow will automatically send data to DocsAutomator to generate the PDF for use in emails, file storage, or other processes.
- Run History Overview: View detailed information about past runs directly within your automation history, to help you track and troubleshoot your PDF generation actions.
How It Works
- In SmartSuite’s Automations panel, add a new action and choose the DocsAutomator option.
- Link your DocsAutomator account by entering your API key in the connection modal. The system will immediately check the key and let you know if it’s valid.
- Pick the record you want to generate a PDF from and select a SmartSuite-specific DocsAutomator template. If you haven’t created a template yet, a button will take you to the configuration page.
- Map your record’s fields to the template’s placeholders using a straightforward dropdown interface. You can also customize the PDF title with merge fields like dates and record names.
- Once everything is configured, your automation sends the mapped data to DocsAutomator. The system then generates the PDF and returns a download link, ready to be attached or shared.
- Detailed run history is available for each automation, so you can review past PDF generations and quickly identify any issues.
Enjoy a more seamless and secure PDF generation process with this new integration, and let your automation workflows run even smoother!