Generate Document from DOCX template

Creates Word DOCX document from template with the help of Zapier. Review Word DOCX templates section for more information about template syntax.

Parameters

Output Parameters

Parameter

Description

Example

File Content

The content of the result .docx or .pdf file.

It is the content of the result file.

Setup Parameters

Parameter

Description

Example

App

Select the app.

Plumsail Documents

Action event

Select an action from the Plumsail Documents bundle.

Generate Document from DOCX template

Account

To allow your zaps to get information from and send it to Plumsail Documents, you need to create a connection.

For more information on how to create a connection to Plumsail Documents, see the online Help.

Configure Parameters

Parameter

Description

Example

Data

Data to bind to the template in JSON format. You can obtain this data from other Zapier apps. For example, you can download a file from a OneDrive folder or another system.

[
    {
        "firstName": "Efren",
        "lastName": "Gaskill",
        "email": "egaskill0@opensource.org",
        "payments": [
            {
                "date": "3/10/2018",
                "amount": "$8.91"
            },
            {
                "date": "1/7/2018",
                "amount": "$0.56"
            }
        ]
    }
]

Template file

The content of the source .docx template file. You can extract file content from other apps like:

  • SharePoint

  • Salesforce

  • Box

  • OneDrive

  • Google Drive

  • Dropbox

  • SFTP

  • File System

Zapier apps

Review Word DOCX templates section for more information about template syntax.

Example of simple table template:

Simple table template

Output type

You can select the output type of the resulting file: DOCX or PDF.

DOCX or PDF output.

Locale

An optional parameter that allows you to specify the desired regional culture format. You can select the value from a predefined list. If you don’t specify a value, the default will be “en-US” (english, USA). All allowable regional culture formats you can find here.

en-US

Timezone

An optional parameter that allows specifying the desired timezone.

UTC

Example

Download a DOCX template and use it in the Generate Document from DOCX template action along with the template data.

Generate Document from DOCX template Example