Make.com Quickstart Guide

Clone "Service Request Confirmation" Template

Clone the "Service Request Confirmation" template into your Documint account by clicking the button below.

Copy "Service Request Confirmation" Template

Clone Form

Clone the form below into your Google account by clicking the button below.

Clone "Service Request" Form

Now, add some data so you can test the document generation.

Clone Scenario

Clone scenario into your Make account by clicking the button below.

Clone "Documint - QuickStart Guide" Scenario

Setting up the Form module

The form is now in your Google account, and we need to add it to the Google Form module. When you clone the Scenario, this must be set up.

First, you'll need to connect your Google account.

Now, choose the spreadsheet created from the form and select the sheet where the data is.

And enter 1 for the Limit so we work with one response at a time. And save it.

Connect Make.com & Documint

When setting up the Documint module to create the document, you'll need to sign in to Documint.

Once you select the connection, a field will show up to paste an API key.

To get the API key, go to the Integration Settings in Documint and create an API key. Don't forget to copy it.

Now, paste it in Make.com, and let's configure it

Select the template and the template fields will show up for you to relate to the field in the spreadsheet. Don't forget to save.

Lastly, connect your account to the Google Drive module so you can upload your PDF to the cloud

Then enter the information of where it should be stored in the drive

Generate Document

Now, let's Run once and generate the first document!

You are all set! 🎉