Zapier Integration (Via Webhooks)

Zapier Integration (Via Webhooks)

AutomatedDocs currently does not offer a native integration with zapier, but you could always use our existing webhooks integrations with Webhooks by Zapier.

Step 1: Obtain Your Unique Webhook URL

You will be provided with a unique URL that our system will monitor for incoming POST requests:

  • Locate the "Your Unique Webhook URL" section on the Webhook Configuration screen.
  • Copy the provided URL to your clipboard.

AutomatedDocs - Webhooks

This URL is specific to your account and will be the endpoint that receives the JSON data to generate documents.

Step 2: Use your webhook end-point URL in Zapier

We recomend checking this tutorial which explains, step by step how to use webhooks in zapier.

Zapier Webhooks Tutorial

Step 3: Format Your JSON Data

To successfully create documents, the JSON keys must match the fields or tags defined in your document template:

  • Refer to the "Sample JSON Object" displayed on the Webhook Configuration screen as a guide.
  • Structure your JSON payload to match this format, where each key corresponds to a specific field or tag in your template, and the values are the data you want to populate in the document.

Example:

{
  "variable 1": "Value for variable 1",
  "tag 2": "Value for tag 2",
  "tag 3": "Value for tag 3",
  "tag 4": "Value for tag 4",
  "tag 5": "Value for tag 5",
  "LIST_ITEM": ["List item 1", "List item 2"]
}