Documentero (Preview)

Documentero enables you to automatically generate Word, Excel, and PDF files from predefined templates. Populate .docx or .xlsx templates with your business data and receive ready-to-use documents instantly. A Documentero account and API key are required.

This connector is available in the following products and regions:

Documentero Connector

The Documentero connector provides an API to generate documents (Word, Excel, PDF) from .xlsx and .docx templates. With this API, you can create documents using template files registered in Documentero and data from Power Apps. You can upload templates to your Documentero account, and all dynamic fields and sections will be automatically detected and made available as a dynamic schema in the connector.

Features

• Create a template online with our editor or upload it from your computer (.docx/.xlsx). Provide fields (syntax: {field}) in places that you want to control
• Supports Word (.docx), Excel (.xlsx) & PDF output formats
• Supports a variety of template features including conditional fields, formulas, and conditional sections
• Supports dynamic, repeatable sections & line items in your documents
• Supports passing HTML-formatted data to your document (syntax: {*htmlfield})
• Supports passing Markdown-formatted data to your document (syntax: {!markdownfield})
• Supports passing dynamic images (base64) to your document (syntax: {%imagefield})
• Supports creating dynamic QR codes in your document (syntax: {>imagefield})
• Supports dynamic document file names (file names can include dynamic field values)

Prerequisites

To get started, you will need:

• A Microsoft Power Apps or Power Automate plan with the custom connector feature
• A Documentero account (Sign up here)

Obtain API Key for Documentero Account

• Log in to Documentero (https://app.documentero.com/login)
• Go to Account Settings (https://app.documentero.com/admin/account)
• Copy the API Key assigned to your account
• Use the API Key during connector connection setup

Sample Usage

• Create or upload template(s) (.docx/.xlsx) to Documentero (https://app.documentero.com)
• [Optional] Once the template is added, decide on the output format and output file name on the template overview page in Documentero
• Use the "Generate Document - Word Excel PDF" action if you want to pass the document to a different service (e.g., OneDrive/Google Drive/Outlook) or use "Generate and Email Document - Word Excel PDF" to generate the document and email it via the Documentero service
• Once the connector is using the correct connection, Documentero templates should populate in the dropdown list ("Document Template")
• Select the template that you want to use for document generation. After selection, all template fields should appear ready for mapping
• Provide/map values for all desired fields
• Test your workflow

Supported Operations

The connector supports these operations:

• Generate Document - Word Excel PDF: Populate an .xlsx or .docx template and generate a document
• Generate and Email Document - Word Excel PDF: Populate an .xlsx or .docx template and send the generated document as an email attachment

Response Fields

The connector returns the following fields:

• data.fileName: Name of the generated file
• data.fileContent: Base64-encoded content of the generated file
• data.fileExtension: File extension of the generated document
• data.contentType: MIME type of the generated file

Support

• Documentero (https://documentero.com)
• Documentation (https://docs.documentero.com/)
• Privacy Policy (https://documentero.com/privacy-policy)

Creating a connection

The connector supports the following authentication types:

Default

Applicable: All regions

Parameters for creating connection.

This is not shareable connection. If the power app is shared with another user, another user will be prompted to create new connection explicitly.

Throttling Limits

Actions

Generate and Email Document - Word Excel PDF

Generate Document - Word Excel PDF

Definitions

document_response