TemplioniX (Preview)
TemplioniX is a document generation API for creating DOCX and PDF files from reusable Word templates. Use this connector to extract template metadata, generate a single document, run bulk document generation, check bulk job status, download generated results, and view subscription or usage information.
Authentication is performed with an API key passed.
Generated bulk ZIP download links are valid for 24 hours.
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 | TemplioniX Support |
| URL | https://templionix.com |
| support@templionix.com |
| Connector Metadata | |
|---|---|
| Publisher | TemplioniX |
| Website | https://templionix.com |
| Privacy policy | https://templionix.com/privacy-policy |
| Terms of use | https://templionix.com/terms-of-use |
| Categories | Productivity;Content and Files |
| IconBrandColor | #333A41 |
TemplioniX Connector
Overview
TemplioniX is a document generation service that helps create DOCX and PDF files from reusable Microsoft Word templates and structured JSON data.
This connector allows users to connect Microsoft Power Automate, Power Apps, Azure Logic Apps, and Copilot Studio workflows to the TemplioniX API. Users can extract template metadata, generate starter JSON payloads, generate documents, run bulk document generation jobs, check job status, download generated results, and retrieve available templates.
Publisher
TemplioniX
Intended Microsoft products
- Microsoft Power Automate
The connector is implemented as a Microsoft Power Platform custom connector and may be usable in other Microsoft connector experiences where certified connectors are supported.
Authentication
The connector uses API key authentication. The API key is passed in the x-functions-key request header.
Users must have an active TemplioniX account and a valid API key to use this connector.
Main capabilities
Get templates
Retrieves a paginated list of available document templates from TemplioniX. This operation can be used to select a template before generating metadata, a starter model, a single document, or a bulk document generation job.
Extract template fields and placeholders
Extracts metadata from a selected template, including template fields and placeholders. This helps users understand what data is expected by the template.
Generate a starter JSON payload for a template
Generates an example JSON payload based on the selected template. Users can use this payload as a starting point for mapping data from other systems into a document generation request.
Generate a document
Generates a DOCX or PDF document from a selected template and input JSON data.
Generate documents in bulk
Starts a bulk document generation job using a selected template and multiple input records. Generated bulk ZIP download links are valid for 24 hours.
Get bulk generation job status
Retrieves the status and result information for a specific bulk document generation job.
Get bulk generation jobs by template
Retrieves bulk generation jobs associated with a selected template.
Common usage scenarios
- Generate contracts, invoices, proposals, reports, letters, and other business documents from structured data.
- Automate document creation from CRM, ERP, forms, Excel, SharePoint, Dataverse, SQL, or API-based systems.
- Create single documents on demand from a workflow.
- Generate multiple documents in bulk and retrieve the generated ZIP result.
- Use extracted template metadata to understand which fields are required for document generation.
Example workflow
- Trigger a flow manually or from a business event.
- Use the Get templates operation to select a template.
- Use the Generate a starter JSON payload operation to understand the expected data structure.
- Map source system data into the generated JSON structure.
- Use the Generate a document operation to create a DOCX or PDF file.
- Save the generated file to OneDrive, SharePoint, Dataverse, email, or another destination.
Support
For product information, documentation, and support, visit:
- Website: https://templionix.com
- Documentation: https://docs.templionix.com
- Support: https://templionix.com/contact
- Privacy policy: https://templionix.com/privacy-policy
- Terms of use: https://templionix.com/terms-of-use
Notes for certification review
This package contains the TemplioniX connector solution and a sample flow solution that demonstrates the connector operations. The connector communicates with the production TemplioniX API and uses API key authentication through the x-functions-key header.
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 |
|---|---|---|---|
| TemplioniX Api Key | securestring | The TemplioniX Api Key for this api | True |
Throttling Limits
| Name | Calls | Renewal Period |
|---|---|---|
| API calls per connection | 100 | 60 seconds |
Actions
| Extract template fields and placeholders |
Reads the selected template and returns the content controls discovered in the document, including their title, tag, type, and predefined values when available. |
| Generate a document from template data |
Merges the provided JSON payload with the selected template and returns the generated document. Use |
| Generate a starter JSON payload for a template |
Builds a sample JSON structure that matches the placeholders discovered in the selected template so it can be reused as input for document generation |
| Get bulk generation job status |
Loads status of job by id: status, start/end times, ZIP SAS URL when completed, orchestration error when failed, and parsed per-item generation failures. |
| List available templates |
Returns a paginated list of templates that can be used with metadata extraction, model generation, and document generation endpoints |
| List bulk generation jobs for a template |
Returns all jobs for the bulk-generation partition where TemplateId matches; same payload shape as single job status, sorted by start time descending |
| Start bulk document generation |
Start bulk job to generate documents from a shared template, builds a ZIP with a read SAS URL, and tracks progress. Returns job id immediately. The returned ZIP download URL is available after the job completes and is valid for 24 hours from generation time. |
Extract template fields and placeholders
Reads the selected template and returns the content controls discovered in the document, including their title, tag, type, and predefined values when available.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Template identifier
|
templateId | True | uuid |
Unique template identifier returned by the template catalog |
Returns
- response
- array of contentControlInfoDto
Generate a document from template data
Merges the provided JSON payload with the selected template and returns the generated document. Use .docx for Word output or .pdf for PDF output
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Template
|
templateId | uuid |
Unique template identifier |
|
|
data
|
data | object |
JSON object containing values for template placeholders. |
|
|
Document Name
|
documentName | string |
Name of the generated document without extension, unless your API accepts an extension |
|
|
Format
|
format | string |
Output format. Use .docx for Word documents or .pdf for PDF documents. |
Returns
- response
- file
Generate a starter JSON payload for a template
Builds a sample JSON structure that matches the placeholders discovered in the selected template so it can be reused as input for document generation
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Template identifier
|
templateId | True | uuid |
Unique template identifier returned by the template catalog |
Returns
- response
- object
Get bulk generation job status
Loads status of job by id: status, start/end times, ZIP SAS URL when completed, orchestration error when failed, and parsed per-item generation failures.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Bulk job identifier
|
jobId | True | string |
Job id returned in the generateDocumentsBulk 202 response ( |
Returns
Status and result details for a bulk document generation job.
List available templates
Returns a paginated list of templates that can be used with metadata extraction, model generation, and document generation endpoints
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Page number
|
pageNumber | True | integer |
1-based page index to return |
|
Page size
|
pageSize | True | integer |
Maximum number of templates to return in a single response |
Returns
Offset-based paged response containing template records.
List bulk generation jobs for a template
Returns all jobs for the bulk-generation partition where TemplateId matches; same payload shape as single job status, sorted by start time descending
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Template identifier
|
templateId | True | uuid |
Only jobs started with this template id are returned |
Returns
- response
- array of bulkGenerationJobStatusDto
Start bulk document generation
Start bulk job to generate documents from a shared template, builds a ZIP with a read SAS URL, and tracks progress. Returns job id immediately. The returned ZIP download URL is available after the job completes and is valid for 24 hours from generation time.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Template
|
templateId | uuid |
Unique template identifier |
|
|
Format
|
format | string |
Output format. Use .docx for Word documents or .pdf for PDF documents |
|
|
File Name
|
fileName | string |
Generated or requested file name |
|
|
items
|
items | object |
Returns
Response returned when a bulk document generation job has been accepted for processing.
Definitions
bulkGenerationAcceptedDto
Response returned when a bulk document generation job has been accepted for processing.
| Name | Path | Type | Description |
|---|---|---|---|
|
Job ID
|
jobId | string |
Unique bulk generation job identifier. |
|
Started At
|
startedAt | date-time |
UTC date and time when the operation started. |
bulkGenerationFailureItemDto
Information about one failed document item in a bulk generation job.
| Name | Path | Type | Description |
|---|---|---|---|
|
Global Index
|
globalIndex | string |
Index or internal identifier of the failed generated item. |
|
File Name
|
fileName | string |
Generated or requested file name. |
|
Error
|
error | string |
Error message for the failed item. |
bulkGenerationJobStatusDto
Status and result details for a bulk document generation job.
| Name | Path | Type | Description |
|---|---|---|---|
|
Job ID
|
jobId | string |
Unique bulk generation job identifier. |
|
Template ID
|
templateId | uuid |
Unique template identifier. |
|
Status
|
status | string |
Current job status, for example: Pending, Running, Completed, Failed, or PartiallyCompleted. |
|
Started At
|
startedAt | date-time |
UTC date and time when the operation started. |
|
End Time
|
endTime | date-time |
UTC date and time when the job finished. |
|
Zip Url
|
zipUrl | string |
Temporary download URL for the generated ZIP file. For bulk generation, this link is valid for 24 hours from generation time. |
|
Error Message
|
errorMessage | string |
Job-level error message, if the orchestration failed. |
|
failedGenerations
|
failedGenerations | array of bulkGenerationFailureItemDto |
Collection of failed items inside a bulk generation job. |
|
Failed Generation Count
|
failedGenerationCount | integer |
Number of failed items inside a bulk generation job. |
categoryDto
Template category information.
| Name | Path | Type | Description |
|---|---|---|---|
|
id
|
id | uuid |
Unique identifier. |
|
name
|
name | string |
Display name. |
contentControlInfoDto
Metadata for one Word content control or placeholder discovered in a template.
| Name | Path | Type | Description |
|---|---|---|---|
|
title
|
title | string |
Content control title. |
|
tag
|
tag | string |
Content control tag used as a JSON field key. |
|
type
|
type | string |
Content control type. |
pagedResponseOffsetDto_templateInfoDto
Offset-based paged response containing template records.
| Name | Path | Type | Description |
|---|---|---|---|
|
data
|
data | array of templateInfoDto |
JSON object containing values for template placeholders. |
|
Page Number
|
pageNumber | integer |
Current page number. |
|
Page Size
|
pageSize | integer |
Number of records per page. |
|
Total Records
|
totalRecords | integer |
Total number of available records. |
|
Total Pages
|
totalPages | integer |
Total number of pages. |
templateInfoDto
Template catalog item returned by the template list endpoint.
| Name | Path | Type | Description |
|---|---|---|---|
|
ID
|
id | uuid |
Unique identifier. |
|
Name
|
name | string |
Display name. |
|
Description
|
description | string |
Human-readable description. |
|
Created On
|
createdOn | date-time |
UTC date and time when the template was created. |
|
Last Modified
|
lastModified | date-time |
UTC date and time when the template was last modified. |
|
categories
|
categories | array of categoryDto |
Template categories. |
file
This is the basic data type 'file'.
object
This is the type 'object'.