Doc2api

Integration

Generate PDFs from Zapier

A form is submitted, a row is added, a deal is won — and something has to produce the paperwork. Zapier gets you as far as the data; this is the step that turns it into a document.

There is no official Zapier app yet. This uses Zapier's own HTTP and webhook steps, which is fully supported and takes about five minutes. If you would rather have a one-click app, email support@doc2api.co — demand is how we decide what to build next.

1. Send the values, get a document

Add a Webhooks by Zapier → Custom Request (POST) step and point it at your template's fill endpoint. Use your workspace's automation key — one key for everything, from your dashboard — rather than a per-template key, so you only paste a credential once however many automations you build.

Need the template id? GET /api/v1/templates lists them all by name with the same key, and GET /api/v1/me confirms the key works before you build anything on it.

MethodPOST
URLhttps://www.doc2api.co/api/v1/templates/<TEMPLATE_ID>/fill
HeaderX-Api-Key: d2a_auto_…
HeaderContent-Type: application/json

Body — your field names, under `data`:

{
  "data": {
    "customer_name": "Sarah Whitfield",
    "invoice_ref": "INV-0042",
    "amount_due": "1350.00"
  },
  "params": { "order_id": "A-1029" }
}

The completed PDF comes back in the response. Add "preview": true while you are building the automation — the first 100 of those each month do not count against your documents.

2. Or have it delivered to you

Add a Webhooks by Zapier → Catch Hook step, copy the URL it gives you, and paste it into your template's webhook settings. Every completed document then arrives there on its own — with retries if Zapier is briefly unreachable, which the synchronous call above cannot give you.

The delivery is signed, so you can prove it came from us: how to verify the signature.

Worth knowing about Zapier

  • Choose Custom Request rather than POST so you can set the X-Api-Key header — the plain POST action sends the body but not your own headers.
  • Set the payload type to JSON and put your field values under a data object.
  • Zapier steps time out, so for anything slow prefer the webhook: send the fill, let it return immediately, and catch the finished document in a second Zap.

Get a template and a key first

Upload the PDF you need filled, or design one, and you have the endpoint and key this needs. No account required to try it.