Power Apps lets you integrate with DocuGenerate using a custom connector available across the Microsoft Power Platform. Build low-code applications with Power Apps, automate workflows with Power Automate, create enterprise integrations with Logic Apps, and add intelligent document generation to your Copilot Studio bots.
Summary
1. Add the DocuGenerate Custom Connector
2. Generate Document (Action)
3. List Documents (Action)
4. Get Document (Action)
5. Update Document (Action)
6. Delete Document (Action)
7. List Templates (Action)
8. Get Template (Action)
9. Delete Template (Action)
1. Add the DocuGenerate Custom Connector
To get started with DocuGenerate in the Power Platform, you need to create a connection.
- Navigate to the Connections page in the left menu.
- Click New connection and search for DocuGenerate.
- Copy your API Key and paste it in the input field on the authentication dialog.
- Click Create to establish the connection.
Alternatively, you can also create a new connection directly within a Power Automate flow. When adding a DocuGenerate action, click New connection reference, provide a connection name, and enter your API Key to create the connection on the fly.
2. Generate Document (Action)
This action creates a document from a specified template and dataset. The following parameters are customizable:
- Template: Specifies the template to use.
- Data: Data to populate the merge tags in the template.
- Name: Name of the generated document.
- Format: Output format (e.g.,
.pdf,.docx,.doc,.odt,.txt,.html,.png).
3. List Documents (Action)
This action lists the documents generated from a specific template. It requires the following parameter:
- Template: Specifies the template for which to list documents.
4. Get Document (Action)
This action retrieves metadata for a specific document. The following parameter is required:
- Document: Specifies the ID of the document to retrieve.
5. Update Document (Action)
This action modifies the details of an existing document. The following parameters are expected:
- Document: Specifies the ID of the document to update.
- Name: Document’s updated name.
6. Delete Document (Action)
This action deletes a document from your DocuGenerate account. It requires the following parameter:
- Document: Specifies the ID of the document to delete.
7. List Templates (Action)
This action lists all the templates stored in your DocuGenerate account. It does not require any parameters.
8. Get Template (Action)
This action retrieves detailed information for a specific template. It requires the following parameter:
- Template: Specifies the template to retrieve.
9. Delete Template (Action)
This action removes a template from your DocuGenerate account. It requires the following parameter:
- Template: Specifies the template to delete.
