DocsAutomator
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  • 📃DocsAutomator Basics
    • DocsAutomator Overview
    • ⚡Quickstart Guide
    • Google Doc Template Guide
  • 🔗Integrations / API
    • Airtable
    • Google Sheets
    • Glide
    • Noloco
    • ClickUp
    • Zapier
    • DocsAutomator API
  • ✨Features
    • Dynamic Images
    • Line Items
      • Line Items Grouping + Calculations
      • Auto Row Numbers
    • Sections
    • Advanced Placeholder Options
      • Conditional Paragraph / Row Deletion
      • Enable Markdown Formatting
      • Hidden Values
      • Conditional Show / Hide
      • Conditional Styling
    • Actions After Document Generation
      • Saving Google Docs
      • Save PDFs in Google Drive
      • Send Email
      • Merge Existing PDFs
      • Notify Webhook
    • Document Previews
    • Run History
    • PDF Expiration / Storage
  • More
    • DocsAutomator Reviews
    • Troubleshooting Guide
      • Airtable: 30 seconds limit on automation scripts
      • Airtable: Attachment url issue when sending emails
      • Tab cover page added in generated documents
      • Data source is set as Airtable and no record id is given
  • Data Privacy
  • YouTube
  • X
  • Feature Requests / Roadmap
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On this page
  • Step by step guide
  • 1. Creat automation
  • 2. Select Noloco as your data source
  • 3. Select your Google Doc template
  • 4. Select DocsAutomator action in Noloco Workflows
  • 5. Add Your DocsAutomator API key
  • 6. Select DocsAutomator automation
  • 7. Start Creating Documents 🎉
  • Adding images
  • Adding Line Items
  • Links:
  • Noloco Webinar March 2024:
  • Noloco DocsAutomator Knowledge Doc:
  1. Integrations / API

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

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Last updated 11 months ago

DocsAutomator natively integrates with 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:

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

6. Select DocsAutomator automation

7. Start Creating Documents 🎉

You’re now set up to create documents from Noloco using DocsAutomator and Noloco Workflows! 🎉

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 “Image”):

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:

In Noloco, add the “Generate a document with DocsAutomator” action to any workflow.

You find your API key under .

You will then be able to pick the created automation from the previous step and subsequently map your template placeholders to your Noloco data (please see more details below for image placeholders and line items).

settings
🔗
Noloco
https://guides.noloco.io/workflows/workflows/generate-a-pdf-with-docsautomator
LogoGenerate a PDF with DocsAutomator | Noloco
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