Use processes actions

Automate your document creation by using processes to generate documents from templates and Integrately.

Simply configure your template, test it, and choose how to deliver the results, whether by email, cloud storage, or another method.

You can find the documentation for these actions below:

Start a process

Starts a process of document generation with the help of Integrately.

Parameters

Input Parameters

Parameter

Description

Example

Process ID

The unique identifier of your process.

It’s a unique identifier generated for each process.

Tokens list

Based on your process, there’s a list of fields to fill in.

Depends on your process.

Output Parameters

Parameter

Description

Example

Link

This link provides access to your document and can be used as an input for a subsequent action.

Resulting document link.

Example

Start process

Search process by name

To find a process’s ID, you can use our Search by name action with the help of Integrately.

Parameters

Input Parameters

Parameter

Description

Example

Name

The name given to your process.

Depends on your process.

Output Parameters

Parameter

Description

Example

ID

The unique identifier of your process.

It’s a unique identifier generated for each process.

Name

The name given to your process.

Depends on your process.

Example

Search process