Noloco
Noloco is a no-code platform for teams to create internal tools on top of their data in PostgreSQL, MySQL, Airtable & Google Sheets. With Noloco, users can build backoffice tools, CRUD apps and admin
DocsAutomator natively integrates with Noloco and lets users seamlessly generate PDFs straight from their Noloco app data.
New to DocsAutomator? The fastest way to get started with Noloco is our quick start guide: Quickstart Guide
Also check out Noloco's excellent knowledge doc for the DocsAutomator integration: https://guides.noloco.io/workflows/workflows/generate-a-pdf-with-docsautomator
Step by step guide
1. Creat automation
The first step is to create a new automation in your DocsAutomator account.
2. Select Noloco as your data source
Please select Noloco as your data source.
3. Select your Google Doc template
Every automation in DocsAutomator needs a Google Doc template to create documents from. Please visit our Google Doc Template Guidefor all the options on how to get started. If you just want to test DocsAutomator, a good starting point is the Playground Template, which you can add in your automation.
4. Select DocsAutomator action in Noloco Workflows
5. Add Your DocsAutomator API key
You find your API key under settings.
6. Select DocsAutomator automation
7. Start Creating Documents π
Youβre now set up to create documents from Noloco using DocsAutomator and Noloco Workflows! π
In Noloco Workflows, you can set up a follow-up actions to save the PDF in your record or send an email with the generated PDF as an attachment.
Adding images
You can add images from Noloco to your documents. Image placeholders are declared as {{image_UNIQUENAME}}. Please go here to learn more: Dynamic Images
In Noloco, you have to map image placeholders to the url of a file field (in the example below called βImageβ):
Adding Line Items
You can build dynamic tables from line items in your Noloco data (think line items in an invoice, a list of hours worked by an employee etc.). Please make sure your line items are properly declared in your Google Docs template (see Google Doc Template Guide to learn about the right syntax).
In Noloco, you will then be able to map your line items to records linked to your triggering record.
Links:
Noloco Webinar March 2024:
Noloco DocsAutomator Knowledge Doc:
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