The DocsGenFlow API enables the automation of document generation and management. Leveraging this API on Pipedream allows users to create dynamic workflows that connect various apps to generate, update, retrieve, and manage documents based on specific triggers and conditions. This could be particularly useful in scenarios involving contract management, report generation, or automated document distribution where document templates can be dynamically populated with data from other sources.
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
docsgenflow: {
type: "app",
app: "docsgenflow",
}
},
async run({steps, $}) {
return await axios($, {
method: "post",
url: `https://api.docsgenflow.com/wh/${this.docsgenflow.$auth.template_id}`,
headers: {
"Authorization": `Basic ${this.docsgenflow.$auth.api_key}`,
"Content-Type": `application/json`,
},
})
},
})
Automated Contract Generation: Trigger a workflow in Pipedream when a new client is added to a CRM like Salesforce. Utilize the DocsGenFlow API to populate a contract template with client details from Salesforce and then send the generated contract to the client via email using SendGrid.
Monthly Report Automation: Set up a scheduled workflow in Pipedream to pull data monthly from a database or a platform like Google Sheets. Use DocsGenFlow to generate a monthly performance report from this data, and distribute it through Slack to specified channels or team members.
Dynamic Invoice Creation: Integrate DocsGenFlow with an e-commerce platform like Shopify. Whenever a new order is placed, trigger a workflow in Pipedream that uses DocsGenFlow to generate an invoice based on the order details. This invoice can then be automatically emailed to the customer and stored in a cloud service like Google Drive for record-keeping.
DocsGenFlow uses API keys for authentication. When you connect your DocsGenFlow account, Pipedream securely stores the keys so you can easily authenticate to DocsGenFlow APIs in both code and no-code steps.