Start document generation process
Starts a process of document generation. Processes are an easy way to automate the creation of documents from templates. You just configure template, test it and specify how to deliver results (email, OneDrive, etc.).
This action automatically adds inputs to the Zapier interface for entering values based on your template tokens from the process. It may not support deeply nested tokens, and if the Zapier interface lacks certain inputs, it indicates that the action doesn’t support this kind of nested token structure.
Parameters
Output Parameters
Parameter |
Description |
Example |
|---|---|---|
Result file |
The content of the result file generated by a process. |
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. |
Start process |
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 |
|---|---|---|
Process name |
Select the name of your process from the list of available processes. |
Create invitation from MS Calendar |
Properties values |
Data to bind to the template. You can get this data from some other Zapier apps. For example, you can query Microsoft 365 Calendar or some other system. |
Select dynamic data from other apps in the zap, such as the |
