DocsAutomator API

DocsAutomator offers a powerful REST API to create documents from anywhere and list, create, update and delete your DocsAutomator automations.

Intro

DocsAutomator's API allows you to generate documents programmatically from code. In addition, it offers endpoints to perform all CRUD actions on automations (create, read, update, delete) as well as listing placeholders of documents, copying a Google Doc tempate with code and more.

The API can be utilised to add a performant document creation solution into any software. If you have any questions, please reach out via chat or to [e-mail].

If you haven't created a template yet, please start with the guide here: Google Doc Template Guide

Integration developers: If you're interested in building an integration for DocsAutomator, please reach out to support.

Authorization

DocsAutomator uses API keys for authentication. The API key is passed like so:

Authorization: Bearer API_KEY

Error Responses

The API will send descriptive error responses for a variety of errors that can occur during document creation requests. Please find the most common errors listed below:

401 — Incorrect API KEY

Please make sure you're passing the correct API key. Otherwise, you'll receive the following error:

{
  "message": 'Incorrect / missing API key'
}

401 — No Google Refresh Token

Google's refresh token is valid for 60 days and might expire. Please re-authenticate in this case under settings in your DocsAutomator account.

{
  "message": "No refresh token found, please re-authenticate Google"
}

400 — No Automation ID

Please makes you're passing a valid automation id ("docId").

{
  "message": "Please add a valid automation id with key 'docId' to the request."
}

404 — Automation ID not found

Please makes you're passing a valid automation id ("docId") which is part of the authenticated user.

{
  "message": "Automation / template id does not exist or is not part of the account with the given API key. Please check in your DocsAutomator account."
}

404 — No Template Set

Please make sure to set a Google Doc template in your automation.

{
  "message": "No Google Docs template set for the given document id. Please set a template in your DocsAutomator account."
}

402 — Document Limit Reached

If you've reached your documents limit, you will receive the following:

{
  "message": "You have reached your documents limit. Please upgrade your plan: https://app.docsautomator.co/subscribe"
}

404 — Automation not active

Please make sure the automation is active when sending requests:

{
  "message": "Automation is not active. Please activate automation in your DocsAutomator account."
}

Endpoints

Create a document (Airtable and ClickUp only)

get

This endpoint triggers document creation as a GET request. Successful requests don't receive a JSON response, just a status 200 (if you need the PDF or Google Doc URL as a response, please use the POST request below). This works for Airtable and ClickUp only and you will have to pass the Airtable Record ID or ClickUp Task ID when making a request. Error messages are returned as JSON.

Authorizations

Query parameters

apiKeystringRequired

API key for authentication

docIdstringRequired

The ID of the document

recIdstringRequired

Record ID for Airtable

taskIdstringRequired

Task ID for ClickUp

Responses

200

Successful response

text/html

Responsestring

get

HTTPcURLJavaScriptPython

GET /createDocument HTTP/1.1
Host: api.docsautomator.co
Authorization: Bearer JWT
Accept: */*

200

Successful response

text

Create a new document

post

This endpoint triggers document creation as a POST request. For successes, you will receive a JSON response with the URL of the created PDF and optionally the url of the Google Doc (if enabled in your automation). Error messages are returned as JSON as explained above under 'Error Messages'.

Authorizations

Header parameters

Content-TypestringRequired

Content type header

Example: application/json

AuthorizationstringRequired

Authorization header with Bearer token

Example: Bearer {apiKey}

Body

docIdstringRequired

The ID of the document

documentNamestringOptional

The name of the generated document (data source API only)

recIdstringOptional

Record ID for Airtable (Airtable only — data not required)

taskIdstringOptional

Task ID for ClickUp (ClickUp only — data not required)

Responses

200

Document created successfully

application/json

post

HTTPcURLJavaScriptPython

POST /createDocument HTTP/1.1
Host: api.docsautomator.co
Authorization: Bearer {apiKey}
Content-Type: application/json
Accept: */*
Content-Length: 212

{
  "docId": "text",
  "documentName": "text",
  "recId": "text",
  "taskId": "text",
  "data": {
    "placeholderOne": "text",
    "placeholderTwo": "text",
    "line_items_$num": [
      {
        "lineItemPlaceholderOne": "text",
        "lineItemPlaceholderTwo": "text"
      }
    ]
  }
}

200

Document created successfully

{
  "pdfUrl": "https://firebasestorage.googleapis.com/v0/b/docsautomator.appspot.com/o/1krzffnfKYAEO6gbOmvIHfnOqw6-OjaDSzemLkQb1yjM.pdf?alt=media&token=194fd896-e303-4e7c-8abd-d5718b91723c",
  "googleDocUrl": "https://docs.google.com/document/d/1RQqb0JqkCHSp0WaJGuRAVt85C4yxxizV48kyhBPXoug/edit",
  "savePdfGoogleDriveFolderId": "1RQqb0JqkCHSp0WaJGuRAVt85C4yxxizV48kyhBPXoug"
}

Get user automations

get

Authorizations

Responses

200

Successful response

application/json

401

Unauthorized

404

User not found

500

Internal server error

get

HTTPcURLJavaScriptPython

GET /automations HTTP/1.1
Host: api.docsautomator.co
Authorization: Bearer JWT
Accept: */*

{
  "automations": [
    {
      "dataSource": {
        "airtableLinkedFields": [
          "text"
        ],
        "name": "text",
        "airtableBaseId": "text",
        "airtableTableId": "text"
      },
      "imageOptions": {
        "quality": "text",
        "maxWidth": 1
      },
      "options": {
        "lineDeletions": [
          "text"
        ]
      },
      "title": "text",
      "dateCreated": "2025-05-23T11:25:45.952Z",
      "locale": "text",
      "isActive": true,
      "formatNumbersWithLocale": true,
      "pdfExpiration": "2025-05-23T11:25:45.952Z",
      "_id": "text",
      "docTemplateLink": "text",
      "newDocumentNameField": "text",
      "attachmentField": "text",
      "lastPreviewPdf": "text",
      "dataSourceName": "text"
    }
  ]
}

Update an automation

put

Authorizations

Query parameters

docIdstringRequired

The ID of the automation document

Body

objectOptional

Responses

200

Automation updated successfully

application/json

400

Bad request

401

Unauthorized

404

Document not found

500

Internal server error

put

HTTPcURLJavaScriptPython

PUT /updateAutomation HTTP/1.1
Host: api.docsautomator.co
Authorization: Bearer JWT
Content-Type: application/json
Accept: */*
Content-Length: 2

{}

{
  "message": "text",
  "updatedAutomation": {
    "title": "text",
    "docTemplateLink": "text",
    "newDocumentNameField": "text",
    "attachmentField": "text",
    "locale": "text",
    "dataSource": {
      "name": "text",
      "airtableBaseId": "text",
      "airtableTableId": "text",
      "airtableLinkedFields": [
        "text"
      ]
    },
    "fields": {},
    "saveGoogleDoc": true,
    "overwriteAttachment": true,
    "isActive": true,
    "isPreview": true,
    "lastPreviewPdf": "text",
    "googleDocDestinationFolderUrl": "text",
    "googleDocUrlField": "text",
    "dateFormat": "text",
    "formatNumbersWithLocale": true,
    "pdfExpiration": "2025-05-23T11:25:45.952Z",
    "imageOptions": {
      "quality": "text",
      "maxWidth": 1
    },
    "options": {
      "lineDeletions": [
        "text"
      ]
    }
  }
}

Delete an automation

delete

Authorizations

Query parameters

docIdstringRequired

The ID of the automation document

Responses

200

Automation deleted successfully

application/json

401

Unauthorized

404

Document or user not found

500

Internal server error

delete

HTTPcURLJavaScriptPython

DELETE /deleteAutomation HTTP/1.1
Host: api.docsautomator.co
Authorization: Bearer JWT
Accept: */*

{
  "message": "text",
  "user": {}
}

Create a new automation

post

Authorizations

Body

titlestringRequired

dataSourceNamestringRequired

docTemplateLinkstring | nullableOptional

Responses

201

Automation created successfully

application/json

400

Bad request

401

Unauthorized

500

Internal server error

post

HTTPcURLJavaScriptPython

POST /createAutomation HTTP/1.1
Host: api.docsautomator.co
Authorization: Bearer JWT
Content-Type: application/json
Accept: */*
Content-Length: 65

{
  "title": "text",
  "dataSourceName": "text",
  "docTemplateLink": "text"
}

{
  "message": "text",
  "newAutomation": {
    "title": "text",
    "dateCreated": "2025-05-23T11:25:45.952Z",
    "docTemplateLink": "text",
    "dataSource": {
      "name": "text"
    },
    "_id": "text"
  }
}

List placeholders in automation

get

This endpoint lists placeholders in an automation. The response includes all placeholders for main document and line items.

Authorizations

Query parameters

automationIdstringRequired

The ID of the automation

Responses

200

Placeholders listed successfully

application/json

401

Unauthorized

404

Automation or user not found

500

Internal server error

get

HTTPcURLJavaScriptPython

GET /listPlaceholdersV2 HTTP/1.1
Host: api.docsautomator.co
Authorization: Bearer JWT
Accept: */*

{
  "placeholders": {
    "main": [
      "text"
    ],
    "line_items_1": [],
    "line_items_2": []
  }
}

Duplicate an automation

post

Authorizations

Query parameters

automationIdstringRequired

The ID of the automation to duplicate

Responses

200

Automation duplicated successfully

application/json

401

Unauthorized

404

Automation or user not found

500

Internal server error

post

HTTPcURLJavaScriptPython

POST /duplicateAutomation HTTP/1.1
Host: api.docsautomator.co
Authorization: Bearer JWT
Accept: */*

{
  "newAutomationId": "text"
}

Duplicate a Google Doc template

post

Authorizations

Query parameters

automationIdstringRequired

The ID of the automation containing the template to duplicate

newTemplateNamestringOptional

The name for the new template

Responses

200

Google Doc template duplicated successfully

application/json

400

Bad request

401

Unauthorized

404

Automation or user not found

500

Internal server error

post

HTTPcURLJavaScriptPython

POST /duplicateGoogleDocTemplate HTTP/1.1
Host: api.docsautomator.co
Authorization: Bearer JWT
Accept: */*

{
  "message": "text",
  "newTemplateId": "text",
  "url": "text"
}