Generate Document From Word Template using Zapier

Follow these steps to Generate Document from Word Template using Zapier.

Create Template
Document Data
Generate Document
Save the Output

Download document template sample.

1. Create Template

Follow our guideline for creating word document template using Zapier.
Data is in Json format.
Follow these steps to generate PDFs.
For Further help in word template or json data please contact Support

2. Document Data

We support Json, Xml and CSV as Data format for generating document but Json format is recommended.
Data could be supplied as File or as Text inside field.
Download the sample json.

Download Sample Data

3. Generate Document

Map the document Template from step one.
Map the document data from step two.
The document data could be provided in Data File.
Output format is supported in word or PDF.

4. Save the Output

Save the output file from PDF4me Step using Zapier.
PDF4me often integrates with several cloud storage services like:

OneDrive
Google Drive
Dropbox
SharePoint

Map the Output from the PDF4me Step
The output file can be provided as a dynamic content field (like PDF File, Output File, etc.)

You select this output in the “File Content” or “File to Save” field of the “Save” step.

Configure the Save Step

You usually need to specify:

Folder Path – Where exactly to save the file.

File Name – You can define this statically or dynamically (using expressions like Converted_${Filename}.pdf).

File Content – This is where you insert the output file from the PDF4me step

Download Generated_PDF