Resources · Make integration

DocsFold Make integrationAutomate DocsFold with Make.

Need a PDF or an image generated from your own data, without opening DocsFold each time? The DocsFold Make integration gives you 4 action modules. This guide is for anyone who already uses DocsFold and wants a first working scenario in Make.

Try the DocsFold integration on MakeSee the 4 modules

Verified Trustpilot reviews · AI, automation & growth agency

What you can automate

What can the DocsFold Make integration do for you?

The DocsFold Make integration lets a Make scenario (the automation you build in Make, a chain of bricks called modules) ask DocsFold for a document. Data comes in from another app, DocsFold returns a PDF or an image, and the next module sends or stores it.

Paperwork that writes itself. A quote accepted in your CRM carries the client name and amount. Create a PDF from a Template fills your DocsFold layout with those values, and the file moves on to the next step of the scenario.

Visuals without a designer in the loop. When a new product or event lands in a spreadsheet, Generate Image produces the matching picture from its data. Generate Image (advanced) is the variant to open when the basic module leaves you short of options.

Anything the list does not cover. Make an API Call reaches any endpoint of the DocsFold API with the connection you already set up.

Keep two limits in mind. DocsFold has no trigger, so something else always starts the scenario. And the official DocsFold page on Make is AI-generated content that asks you to verify important details with DocsFold directly. For an outside view of the platform, read the Make review. Hesitating between tools? The n8n vs Make comparison lays out the criteria, and Make troubleshooting helps when a run fails.

Connect

How do you connect DocsFold to Make?

  1. 01

    Copy your API key in DocsFold

    Log in to DocsFold and open the API section. Your API key is displayed on screen: copy it. You need an active DocsFold account for this, so create one first if you do not have one yet.

  2. 02

    Add a DocsFold module in Make

    In your scenario, add any DocsFold module and click Create a connection. A connection is your DocsFold account linked to Make once, then reused by every DocsFold module you add later.

  3. 03

    Name it and paste the key

    The Connection name field is optional, but a clear name helps when you run several accounts. Paste the API key you copied, then confirm to save the connection.

First scenario

Your first scenario with DocsFold and Make

GoalWhen a new entry reaches another app, Make fills a DocsFold template as a PDF, then builds a matching image.

  1. 01

    Create the scenario

    Open the Scenarios page, create a new scenario and click the + to add the first module. Since DocsFold has no trigger, pick the app where your data starts, such as a form or a sheet.

  2. 02

    Add the PDF module

    Click the + on the right of that first module, search for DocsFold and choose Create a PDF from a Template. Select your connection, or create it with the API key.

  3. 03

    Map your data

    Fill the module fields by mapping values from the first module: a name, a date, an amount. Each item passing between modules is called a bundle, one entry per bundle.

  4. 04

    Add the image step

    Click the + again and add Generate Image, mapped from the same data. You now get a PDF and a picture for every entry that reaches the scenario.

  5. 05

    Test with Run once

    Click Run once to execute the scenario one time. Read the bundles each module received and check that DocsFold returned both files.

  6. 06

    Schedule and switch on

    Set the schedule on the first module, every 15 minutes by default, and switch the scenario on. Each module run on one bundle is an operation, the unit Make counts on your plan.

Modules

What each DocsFold module does

DocsFold gives you 4 modules. For each one: what it does for you, when to reach for it, and what to watch out for.

DocsFold1

Create a PDF from a Template

ActionIn the docs only

This module takes a layout you prepared in DocsFold and returns it as a PDF filled with the data of your scenario. Pick it whenever the result is a document someone will read, sign or file.

When to use it
an order confirmed or a contract approved elsewhere, and the customer should receive a clean document built from those values.
Watch out
the template itself is designed in DocsFold, so prepare and check it there before mapping anything in Make.
DocsFold2

Generate Image

ActionIn the docs only

With Generate Image you get a picture instead of a document, produced by DocsFold from the values your scenario passes along. Reach for it when the output is meant to be seen at a glance.

When to use it
a new event, product or listing appears in your source app and needs its own visual for a post or a page.
Watch out
the documentation on Make gives no image format or size for this module, so run it once and look at the result before relying on it.
DocsFold3

Generate Image (advanced)

ActionIn the docs only

A second image module sits next to the basic one. Its name points to more control over the generation, although the DocsFold documentation on Make does not describe what the extra settings are.

When to use it
you started with Generate Image and the options shown in Make do not let you shape the picture the way you need.
Watch out
compare both modules in the editor with Run once rather than assuming which settings the advanced one adds.
DocsFold4

Make an API Call

ActionIn the docs only

Make an API Call is the escape hatch: it lets the scenario call any endpoint of the DocsFold API, using the connection you already created, so there is no second key to handle.

When to use it
you need a DocsFold feature that none of the three other modules exposes.
Watch out
you write the request yourself, so keep the DocsFold API documentation open and test the call with Run once before switching the scenario on.
Need help

Need help automating DocsFold with Make?

A person reads every message.

FAQ

DocsFold and Make: frequently asked questions

01Is the DocsFold Make integration free?
Yes, on the Make side. DocsFold is a standard app, so it is available from the Free plan. That plan allows 2 active scenarios, a minimum of 15 minutes between two scheduled runs, 5 minutes of execution at most, files up to 5 MB and 512 MB of data transfer. Paid plans lower the interval to 1 minute and remove the cap on active scenarios. You still need an active DocsFold account, whose subscription is described on the DocsFold pricing page.
02What do you need to connect DocsFold to Make?
An active DocsFold account and its API key. Log in to DocsFold, open the API section and copy the key shown on screen. In Make, add a DocsFold module, click Create a connection, give the connection a name if you like, then paste the key. That single connection is reused by all four DocsFold modules, including Make an API Call, so the key is entered only once. If the key changes in DocsFold, update the connection and every module picks it up.
03Can DocsFold start a Make scenario on its own?
No. DocsFold has no trigger module in Make, only actions, so the scenario has to start elsewhere. The usual choice is a trigger from the app that holds your data, such as a form, a CRM or a sheet. The other option is the schedule on the first module: a new scenario runs every 15 minutes by default, and the Free plan does not go below that interval. Either way, the DocsFold modules come right after the starting module.
04What if a DocsFold module you need is missing in Make?
Use Make an API Call. This module reaches any endpoint of the DocsFold API with the connection you already have, so it covers what Create a PDF from a Template, Generate Image and Generate Image (advanced) do not. You will write the request yourself, so keep the DocsFold API documentation at hand. Also note that the DocsFold page on Make is AI-generated, so verify important details with DocsFold. Test the call with Run once before switching the scenario on.
05Should you use Make or n8n for DocsFold?
It depends on your setup rather than on DocsFold. Many apps have both a Make module and an n8n node, but this guide does not confirm a DocsFold node in n8n, so check that first. If your other apps already run in Make scenarios, adding the four DocsFold modules there keeps everything in one place. The n8n vs Make comparison on this site lists the criteria side by side, without declaring a winner.
Same platform

Other docs you might need on this stack.

Browse all integrations