Share via


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
Email 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:

  1. Log into your Templafy Admin center
  2. Navigate to the account section
  3. In the API Keys tab, click Create Key
  4. Provide a name to the key and click Next
  5. Click Add scope and select library.generate
  6. Click Create
  7. Click Copy key
  8. 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
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