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Docsautomator

docsautomator

Automate your documents using Google Docs in minutes. Create, manage, and generate documents from templates with the DocsAutomator API.

DocumentsWeb del proveedor
Acciones
9
Triggers
0
Autenticación
—
OAuth gestionado
No
Información técnica: el detalle de parámetros, schemas y triggers de esta página está pensado para equipos de integración. Si solo necesitas saber si tu herramienta favorita está disponible, basta con ver la lista de acciones.

Acciones disponibles (9)

Cada acción es una operación que el agente puede ejecutar contra este conector. Haz clic en una acción para ver sus parámetros.

Create AutomationDOCSAUTOMATOR_CREATE_AUTOMATIONAcción

Tool to create a new DocsAutomator automation with specified data source and optional Google Doc template. Use when you need to set up a new document automation workflow. PDF templates must be uploaded through the DocsAutomator app interface.

Parámetros de entrada

  • titlestringObligatorio

    Name for the automation.

  • dataSourceNamestringObligatorioenum

    The data source type that will provide data for this automation.

    AirtableAPIClickUpGlideGoogle SheetsMaken8nNolocoSmartSuiteZapier
  • docTemplateLinkstring

    Google Doc template URL. Optional for automations using PDF templates (upload PDF through DocsAutomator app instead).

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Delete AutomationDOCSAUTOMATOR_DELETE_AUTOMATIONAcción

Tool to permanently delete an automation and all associated data. Use when you need to remove an automation that is no longer needed. This action cannot be undone.

Parámetros de entrada

  • docIdstringObligatorio

    The automation ID to delete. This is the unique identifier of the automation to be permanently deleted.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Duplicate AutomationDOCSAUTOMATOR_DUPLICATE_AUTOMATIONAcción

Tool to create a copy of an existing automation with ' COPY' appended to the title. Use when you need to duplicate an existing automation without recreating it from scratch.

Parámetros de entrada

  • automationIdstringObligatorio

    The automation ID to duplicate.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Get Automation DetailsDOCSAUTOMATOR_GET_AUTOMATIONAcción

Tool to retrieve details of a specific automation by its ID. Use when you need to fetch configuration, data source settings, and template information for an automation.

Parámetros de entrada

  • automationIdstringObligatorio

    The automation ID to retrieve details for.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Get Queue StatisticsDOCSAUTOMATOR_GET_QUEUE_STATSAcción

Tool to retrieve current document generation queue statistics for your workspace. Use when monitoring queue health or checking processing capacity.

Parámetros de entrada

Sin parámetros.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

List AutomationsDOCSAUTOMATOR_LIST_AUTOMATIONSAcción

Tool to retrieve all automations in your workspace with their basic details. Use when you need to view, list, or enumerate existing automations.

Parámetros de entrada

Sin parámetros.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

List Signing SessionsDOCSAUTOMATOR_LIST_SIGNING_SESSIONSAcción

Tool to retrieve signing sessions with optional filtering by status or signer email. Returns paginated results. Use when you need to list or search for signing sessions in DocsAutomator.

Parámetros de entrada

  • pageinteger

    Page number.

  • emailstring

    Filter by signer email (partial match, case-insensitive).

  • limitinteger

    Results per page (max 250).

  • statusstringenum

    Status of a signing session.

    pendingin_progresscompleteddeclinedcancelled

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Send Test EmailDOCSAUTOMATOR_SEND_TEST_EMAILAcción

Tool to send a test email with a sample PDF attachment to verify email configuration. Use when you need to test email delivery for a specific automation. Rate limited to 25 emails per hour per automation.

Parámetros de entrada

  • recipientstringObligatorioemail

    Email address to send the test email to. Must be a valid email address.

  • automationIdstringObligatorio

    The automation ID to use for sending the test email.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Update AutomationDOCSAUTOMATOR_UPDATE_AUTOMATIONAcción

Tool to update an existing automation's settings in DocsAutomator. Only the fields included in the request are updated. Use when you need to modify automation properties like title, template link, locale settings, or activation status.

Parámetros de entrada

  • docIdstringObligatorio

    The automation ID to update

  • titlestring

    Automation name

  • localestring

    Locale for date and number formatting (e.g., 'en-us', 'de-de', 'fr-fr')

  • isActiveboolean

    Whether the automation is active

  • imageOptionsobject

    Image options for automation

  • pdfExpirationstringenum

    PDF expiration period options

    7d30d90d
  • saveGoogleDocboolean

    Save a Google Doc copy alongside the PDF

  • docTemplateLinkstring

    Google Doc template URL to use for document generation

  • newDocumentNameFieldstring

    Field name or formula for generated document names

  • formatNumbersWithLocaleboolean

    Whether to format numbers using the automation's locale

  • googleDocDestinationFolderUrlstring

    Google Drive folder URL where generated documents will be saved

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not