Skip to main content
Zapier enables connection of DocsAutomator to over 7,000 applications for workflow automation. The integration allows document creation across various platforms using data from Zapier’s extensive app ecosystem.

​
Key Features

Full Feature Support

All DocsAutomator features work within Zapier

7,000+ Apps

Trigger document generation from any Zapier-compatible app

No Coding Required

Visual workflow builder for easy setup

Flexible Storage

Multiple PDF storage and distribution options

​
Step-by-Step Integration

1

Create Automation

Establish a new automation in your DocsAutomator account.
2

Select Data Source

Choose Zapier as your designated data source for the automation.
3

Configure Template

Select your Google Doc template. Reference the Google Doc Template Guide for setup instructions. The Playground Template offers a quick testing option.
4

Add Zapier Action

Within Zapier, add the DocsAutomator “Create Document” action to your workflow.
5

Authenticate

Input your DocsAutomator API key (found in account settings) to authorize Zapier access and load existing automations.
6

Select Automation

Choose which DocsAutomator automation to execute.
7

Map Data Fields

  • Assign document name
  • Map template placeholders to Zapier data sources or static values
8

Test Generation

Enable Document Previews during testing to generate watermarked PDFs without consuming credits.

​
Line Items Implementation

For table-based data, use Zapier’s “Line Itemizer” formatter feature to prepare comma-separated data. Map the resulting output to line item fields in DocsAutomator.
The Line Itemizer helps you transform multiple data rows into the format DocsAutomator expects for line items.

​
Supported Automation Types

TypeDescription
API automationsManual data mapping within Zapier
Airtable automationsRecord ID passthrough
ClickUp automationsTask ID passthrough

​
E-Signatures and PDF Templates

DocsAutomator supports e-signatures with all data sources, including Zapier. After generating a document, you can automatically route it for signing. DocsAutomator also supports PDF templates in addition to Google Doc templates.

​
Next Steps

Template Guide

Learn the template syntax

Line Items

Master tables and repeating rows

API Reference

Advanced API integration

Run History

Monitor document generation
Last modified on February 10, 2026