Resources · Make integration

DocsAutomator Make integrationAutomate DocsAutomator with Make.

Need a document to appear the moment your data is ready? The DocsAutomator Make integration gives you 1 action module, Create a Document, and no trigger. This guide shows builders how to link the account and feed that module from another app.

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What you can automate

What can the DocsAutomator Make integration do for you?

The DocsAutomator Make integration lets a Make scenario, the automation you build as a chain of modules, ask DocsAutomator to produce a document. A module is one brick of that chain. DocsAutomator brings exactly one: Create a Document, an action that runs when data from another app reaches it.

A document per form entry. Your form tool starts the scenario, and each answer becomes a bundle, meaning one item passed to the next module. Create a Document receives it and produces the file. When a run fails, Make troubleshooting helps you read the error.

A document when a deal moves. Put your CRM trigger first, then map the deal details it passes into Create a Document. Sales stops copying details by hand.

A batch from a spreadsheet. Rows from a sheet flow one by one into the same action, so each row gets its own document.

What Make does not offer here: no DocsAutomator trigger, no search module and no Make an API Call module. Something else always has to start the scenario. If you are choosing between platforms, the n8n vs Make comparison lists the criteria, and the Make training teaches the editor from scratch.

Connect

How do you connect DocsAutomator to Make?

  1. 01

    Copy your API key

    In DocsAutomator, open Settings, then Workspace, then API, and copy the key shown on screen. You need an active DocsAutomator account to see it.

  2. 02

    Open the connection window

    In your scenario, add the DocsAutomator module and click Create a connection. A connection is your DocsAutomator account linked to Make once and reused by every module of the app.

  3. 03

    Paste the key and save

    Give it a label in Connection name if you like, which helps when a client and your own workspace sit side by side. Paste the API key, confirm, and Make keeps the link for later scenarios.

First scenario

Build your first scenario with DocsAutomator

GoalWhen a new entry lands in another app, Make sends it to DocsAutomator and a document is created.

  1. 01

    Create the scenario

    From the Scenarios page, create a new scenario and click the +. The first module comes from the app where your data lives, a form or a sheet for instance.

  2. 02

    Set the starting module

    Pick that app's trigger, connect its account and fill its fields. It decides when the scenario starts, since DocsAutomator has no trigger of its own.

  3. 03

    Add Create a Document

    Click the + on the right of the first module, search DocsAutomator and choose Create a Document. Select your connection, then map the values coming from the first module.

  4. 04

    Test with Run once

    Click Run once to run the scenario a single time. Open the bubbles above each module to read the bundles they received and check the document in DocsAutomator.

  5. 05

    Schedule and switch on

    Set the schedule on the first module, every 15 minutes by default, then switch the scenario on. On the Free plan, 15 minutes is also the shortest interval.

Modules

What the DocsAutomator module does

DocsAutomator gives you 1 module. For each one: what it does for you, when to reach for it, and what to watch out for.

DocsAutomator1

Create a Document

ActionIn the docs only

This action hands DocsAutomator the data collected earlier in the scenario and gets a new document back, with no copying and pasting on your side.

When to use it
right after the module that brings the information, such as a new form answer or a spreadsheet row, so each bundle gives one document.
Watch out
every document counts as one operation, a single run of a module that Make bills on your plan, so a list of rows costs one per row.
Need help

Need help automating DocsAutomator with Make?

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FAQ

DocsAutomator and Make: common questions

01Is the DocsAutomator Make integration free?
Yes on the Make side: DocsAutomator is a standard app, available from the Free plan. That plan allows 2 active scenarios, a minimum of 15 minutes between scheduled runs, 5 minutes of execution per run, files up to 5 MB and 512 MB of data transfer. Paid plans (Core, Pro, Teams, Enterprise) bring the interval down to 1 minute and remove the cap on active scenarios. Usage is counted in operations, one per module run. The DocsAutomator subscription itself is a separate matter, covered on its own pricing page.
02What do you need to connect DocsAutomator to Make?
You need an active DocsAutomator account and its API key. The key sits in DocsAutomator under Settings, then Workspace, then API. In Make, add the Create a Document module, click Create a connection, optionally name it, and paste the key. That connection is saved once and reused by any scenario that calls DocsAutomator afterwards, so the setup only happens the first time. If the connection is refused, copy the key again from the right workspace.
03Does the DocsAutomator Make integration react in real time?
It depends on what starts the scenario, because DocsAutomator has no trigger in Make. Its only module, Create a Document, is an action. The scenario therefore opens on a module from another app. If that app offers an instant trigger, meaning it calls Make through a webhook as soon as something happens, the document follows right away. Otherwise the first module runs on the schedule you set, every 15 minutes by default, and never faster than 1 minute on a paid plan.
04What if a DocsAutomator module is missing in Make?
Make offers only Create a Document for DocsAutomator, and no Make an API Call module to reach other parts of the service. For reading documents back or reacting to events inside DocsAutomator, the answer lies outside this app: another tool in your stack may cover the step, or the team behind our Make agency can look at your case and suggest a route. Before building around a gap, note that Make says its page on this app is AI-generated from DocsAutomator’s documentation, so confirm important points with DocsAutomator directly.
05Should you use Make or n8n for DocsAutomator?
It depends on the criteria that matter to you rather than on the app. With Make, DocsAutomator gives a single action, Create a Document, set up with an API key and no code. Look at which platform your team already uses, how you want to count usage, since Make counts operations per month, and whether the other apps in your flow exist on both sides. The same app often has an n8n node too, so check that before deciding. Neither choice changes what DocsAutomator produces.
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