6 posts tagged with "Generate Document"

Drop a data file (e.g. JSON) into a Dropbox folder and keep a Google Docs template (e.g. Google Docs Template.docx) in the same place. When a new file appears, Make can run automatically: Find Template File gets the template, PDF4me – Generate Document runs twice—once with Data Text (inline JSON) → PDF, once with Data File (the triggered file) → Word—then Upload File saves both. Six modules. Trigger-based. No manual run.

This guide uses authentic screenshots and descriptive image captions so you can follow each step and match the configuration (folder paths, template name, data format, and output file names) in your own Make scenario.

Drop a data file (e.g. JSON) into a Dropbox folder and keep a Google Docs template (e.g. Google Docs Template.docx) in the same place. When a new file appears, Zapier can run automatically: a find file step loads the template, PDF4me – Generate Document runs twice—once with Data Text (inline JSON) → PDF, once with Data File (the file from the trigger) → Word—then Upload File saves both. Six steps. Trigger-based. No manual run.

The screenshots below show the same folder paths, template name, and PDF4me settings you use in Zapier; map each Dropbox or PDF4me field from the previous step’s output (trigger → find template → actions) the way you see in the images.

Drop a Word template (e.g. simple_mail_merge_template.docx) into a Dropbox folder and keep a JSON file (e.g. sample_mail_merge_data.json) in the same place. When a new file appears, Make can run a mail merge automatically: find the JSON, call PDF4me – Generate Document (Template File Type: Mail Merge), then upload the result as Word and again as PDF. Six modules. Trigger-based. No manual run.

This guide is fact-checked against real Make screenshots: New File in Folder, Find Json Data File, Generate Document (template + data file or data text), and Upload File (with folder path, file name, and extension).

Drop a Word template (e.g. simple_mail_merge_template.docx) into a Dropbox folder and keep a JSON file (e.g. sample_mail_merge_data.json) in the same place. When a new file appears, Zapier can run a mail merge: find the JSON, call PDF4me – Generate Document (Template File Type: Mail Merge), upload Word, run Generate Document again for PDF, then upload. Six steps. Trigger-based. No manual run.

The screenshots match the folder paths, file names, and PDF4me options you set in Zapier—map trigger → find JSON → PDF4me → upload using the same values shown in each image.

You have a Word template (e.g. simple_mail_merge_template.docx) with merge placeholders and data in JSON (e.g. sample_mail_merge_data.json). Manually filling each document is slow and error-prone. With Make and PDF4me, you can automate it: download the template and JSON from Dropbox, run PDF4me – Generate Document with Template File Type: Mail Merge and Output Type: Pdf (or Word), then upload the generated file. Four modules. One scenario. No code.

This guide follows current market standards: In a nutshell, What You Need, step-by-step with screenshots and descriptive alt text, real-world use cases, Quick Reference, Troubleshooting, and links to the action docs.

You have a Google Docs template with placeholders (e.g. {{name}}, {{course}}, {{date}}) and data in JSON. Manually copying values into each document is slow and scales poorly. With Make and PDF4me, you can automate it: download the template and JSON from Dropbox, run PDF4me – Generate Document with Template File Type: Google Docs and Output Type: Pdf (or Word), then upload the generated file. Four modules. One scenario. No code.

This guide follows current market standards: In a nutshell, What You Need, step-by-step with screenshots and descriptive alt text, real-world use cases, Quick Reference, Troubleshooting, and links to the action docs.