Templafy (Preview)

Generate documents, presentations, and spreadsheets with the correct branding, data, classifications and content. Achieve complete alignment, from branded base templates to fully automated documents.
This connector is available in the following products and regions:
Service | Class | Regions |
---|---|---|
Copilot Studio | Premium | All Power Automate regions except the following: - US Government (GCC) - US Government (GCC High) - China Cloud operated by 21Vianet - US Department of Defense (DoD) |
Logic Apps | Standard | All Logic Apps regions except the following: - Azure Government regions - Azure China regions - US Department of Defense (DoD) |
Power Apps | Premium | All Power Apps regions except the following: - US Government (GCC) - US Government (GCC High) - China Cloud operated by 21Vianet - US Department of Defense (DoD) |
Power Automate | Premium | All Power Automate regions except the following: - US Government (GCC) - US Government (GCC High) - China Cloud operated by 21Vianet - US Department of Defense (DoD) |
Contact | |
---|---|
Name | Templafy Support |
URL | https://support.templafy.com/hc/en-us/requests/new |
support@templafy.com |
Connector Metadata | |
---|---|
Publisher | Templafy |
Website | https://templafy.com/ |
Privacy policy | https://templafy.com/privacy/ |
Categories | Productivity;Content and Files |
Templafy Connector
Unleash the power of automated document generation with Templafy’s DocGen API - embed seamlessly into your daily applications. Templafy DocGen API provides a powerful API to Generate douments. Using this API, you can Generate documents, presentations, and spreadsheets with the correct branding, data, classifications and content. Achieve complete alignment, from branded base templates to fully automated documents.
Prerequisites
You will need the following to proceed:
- A Microsoft Power Apps or Power Automate plan with custom connector feature
- A Templafy tenant with Admin access and the Public API and Dynamics modules enabled
How to get credentials
To connect securely to your Templafy tenant you needan API Key. Creating a new API Key can be done from within your Templafy tenant's admin center.
Follow these steps to create a new API Key in Templafy:
- Log into your Templafy Admin center
- Navigate to the account section
- In the API Keys tab, click
Create Key
- Provide a name to the key and click
Next
- Click
Add scope
and selectlibrary.generate
- Click
Create
- Click
Copy key
- Save your API key for later use. If you lose this key, you will need to create another one.
At this point, you now have a valid API Key that can be used in Power Automate together with your Templafy tenant name to create a connection to Templafy. This connection can then be used with the Templafy Power Automate Connector.
Get Started
Templafy offers a document automation platform based on Microsoft 365 templates that easily integrates into your existing processes, making it a breeze to generate personalized documents in Word, PowerPoint, Excel, or PDF formats – saving you time and ensuring document accuracy and compliance at any scale.
First step when automating with Templafy is a template and its corresponding Space ID and Template ID.
To configure a template, please see the Templafy documentation.
Deploying the sample
Run the following commands and follow the prompts:
Please use these instructions to deploy this connector as a custom connector within Microsoft Power Automate and Power Apps.
Supported Operations
The connector supports the following operations:
Generate a document
A document is generated based on the input data, a UPN/Email of Templafy Licenced user, Template ID, Space ID, Document Type and Template ID. The output file type depends on the Document Type selected, additionally a PDF output can be included.
Creating a connection
The connector supports the following authentication types:
Default | Parameters for creating connection. | All regions | Not shareable |
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.
Name | Type | Description | Required |
---|---|---|---|
Templafy tenant ID | string | Provide your Templafy tenant ID (subdomain) | True |
API version | string | Example: v2 | True |
API Key | securestring | Provide an API Key with library.generate scope from the Templafy Admin Center | True |
Throttling Limits
Name | Calls | Renewal Period |
---|---|---|
API calls per connection | 100 | 60 seconds |
Actions
Generate a document |
Creates a document from a template based on the input data, template id, document type and space id. |
Generate a document
Creates a document from a template based on the input data, template id, document type and space id.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Space ID
|
spaceId | True | string |
The identifier of the space |
Template type
|
templateType | True | string |
Select the template type |
Asset ID
|
assetId | True | string |
The identifier of the template |
Email
|
True | string |
Email address(upn) of the Templafy user |
|
Include PDF?
|
includePdf | True | boolean |
Returns
Name | Path | Type | Description |
---|---|---|---|
checksum
|
checksum | string |
checksum |
downloadUrl
|
downloadUrl | string |
downloadUrl |
fileExtension
|
fileExtension | string |
fileExtension |
fileSize
|
fileSize | string |
fileSize |
mimeType
|
mimeType | string |
mimeType |
pdfDownloadUrl
|
pdfDownloadUrl | string |
pdfDownloadUrl |