Automations

Create automation

Changed on

Creates a new automation with the specified data source and optional Google Doc template. PDF templates are uploaded through the DocsAutomator app. A new automation starts in test mode (isPreview: true): its documents are watermarked and free. To make live documents, switch it to live with updateAutomation and {"isPreview": false}.

post/createAutomation

Request

Request body

titlestring required

Name for the automation.

dataSourceName'Airtable' | 'API' | 'ClickUp' | 'Glide' | 'Google Sheets' | 'Make' | 'n8n' | 'Noloco' | 'SmartSuite' | 'Zapier' required

The data source type.

docTemplateLinkstring uri

Google Doc template URL.

Response

Automation created

messagestring

Example response

{
  "message": "success",
  "newAutomation": {
    "options": {
      "lineDeletions": [
        "client_vat_id",
        "line_items_1_discount"
      ],
      "markdownPlaceholders": [
        "project_summary"
      ]
    }
  }
}

Changes