New to DocsAutomator? Check the Quickstart Guide for fastest onboarding.
Step-by-Step Implementation
1
Create Automation
Establish a new automation within your DocsAutomator account.
2
Choose Your Template
Every automation needs a template. Use a Google Doc, a Word (.docx) file, or a PDF. Create one with AI, browse the template library, start from scratch, or drag your own file in. See the Google Doc Template Guide, the Word Template Guide, or the PDF Template Guide.
3
No Data Source Needed
Noloco pushes data to DocsAutomator, so you do not pick a data source here. Leave the automation without one and set the connection up inside Noloco in the next steps.
4
Add DocsAutomator Action in Noloco
Within Noloco, add the “Generate a document with DocsAutomator” action to any workflow.
5
Configure API Key
Locate your API key in DocsAutomator settings and input it into the Noloco action configuration.
6
Select Automation and Map Fields
Choose your created automation and map template placeholders to corresponding Noloco data fields (including special handling for images and line items).
7
Start Creating Documents
Your integration is now complete. Generate documents from Noloco using Workflows, with options to save PDFs to records or send via email.
Dynamic Images
Image placeholders use the syntax{{image_UNIQUENAME}}. Map these placeholders to URLs from Noloco file fields in workflow configuration.
Line Items
Build dynamic tables from linked records. Ensure proper syntax in Google Docs templates per the template guide. Map line items to records associated with triggering data.E-Signatures and PDF Templates
DocsAutomator supports e-signatures with all data sources, including Noloco. After generating a document, you can automatically route it for signing. DocsAutomator also supports PDF templates in addition to Google Doc templates.
Additional Resources
Noloco Documentation
Noloco’s comprehensive guide to the DocsAutomator integration
Template Guide
Learn the DocsAutomator template syntax
Line Items
Master tables and repeating rows
Dynamic Images
Add images dynamically to documents