New to DocsAutomator? Check the Quickstart Guide for fastest onboarding.
Step-by-Step Implementation
Select Google Doc Template
Every DocsAutomator automation requires a Google Doc template. Consult the Google Doc Template Guide for configuration options. For testing, use the Playground Template.
Add DocsAutomator Action in Noloco
Within Noloco, add the “Generate a document with DocsAutomator” action to any workflow.
Configure API Key
Locate your API key in DocsAutomator settings and input it into the Noloco action configuration.
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).
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