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
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
Zapier pushes data to DocsAutomator, so you do not pick a data source here. Leave the automation without one and set the connection up inside Zapier in the next steps.
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
Supported Automation Types
Template Types and E-Signatures
DocsAutomator supports e-signatures with all data sources, including Zapier. After generating a document, you can automatically route it for signing. The Zapier “Create Document” action works with Google Doc, Word (.docx), and PDF templates. In each case the action lists your template placeholders as mappable fields.
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