DocuMotor

Generate documents, presentations, and spreadsheets based on data. DocuMotor is a modern document generation platform that allows you to use transformation steps and templates designed in Microsoft 365, to create documents based on any data.

This connector is available in the following products and regions:

Service	Class	Regions
Logic Apps	Standard	All Logic Apps regions except the following:      -   Azure Government regions      -   Azure China regions      -   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)
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)

Contact
Name	DocuMotor Support
URL	https://support.omnidocs.com/hc/en-us/requests/new
Email	support@documotor.com

Connector Metadata
Publisher	Omnidocs
Website	https://omnidocs.com/
Privacy policy	https://omnidocs.com/privacy-policy-2
Categories	Productivity;Content and Files

Automate any data into any type of document, presentation, spreadsheet, or Accessible PDF. DocuMotor enables document automation with all the flexibilities known from templates in Microsoft 365 such as Word, PowerPoint, and Excel, combined with capabilities like repeated sections, dynamic charts and tables, images, fields, and much more. The result can be either perfectly tailored documents or accessible PDF/UA documents.

Prerequisites

You will need the following to proceed:

• A Microsoft Power Apps or Power Automate plan with custom connector feature
• A DocuMotor tenant
• A DocuMotor template

Please reach out to Omnidocs at info@omnidocs.com to procure a DocuMotor tenant for testing.

How to get credentials

DocuMotor requires the Unit ID and an API Secret to connect securely to your repository.

Acquiring the Unit ID

Once logged in to your tenant in DocuMotor, navigate to the Unit and access the "Management" page from the menu, from here navigate to "Details". Your Unit ID will be listed and can be copied using the "Copy"-button.

Acquiring the API Secret

Access the "Management" page from the menu, from here navigate to "API Secrets". Either copy an existing API secret from the list, or create a new secret by entering a name and clicking the "New Secret"-button.

Get started with your connector

DocuMotor offers comprehensive templating based on Microsoft 365 templates, combined with flexible template-level data transformation, to allow any data to automate any document, presentation, or spreadsheet, without constraints.

Whether you are part of:

• Sales team, that often must prepare transactional documents like proposals and invoices, negotiate on contract terms, and participate in contract management. Automatically generate documents directly from your CRM such as Microsoft Dynamics or Salesforce.

• Recruitment and professional services, where CVs and references are key to being able to operate.

• Manufacturing company, blessed with many SKUs also have the curse of high complexity in creating an overview of what they are selling.

• Healthcare organization, looking to implement document automation to generate, manage and transform contracts, insurance policies, invitations, and claims.

First step when automating with DocuMotor is a great template and its corresponding Template ID.

To configure a template, please see the DocuMotor documentation.

Acquiring the Template ID

Access the list of templates ("Templates") from the menu and navigate to the template you wish to generate from the file list. Once you have navigated to the template open the template editor by clicking on the name of the template. In the Template editor click the "Snippets"-button in the top bar. Select the Template ID, which is the ID inside the API url shown: https://documotor.com/api/template/{TemplateID}/generate.

Acquiring the Stage ID

This step is only needed if you are using a versioned Template. Access the "Management" page from the menu, from here navigate to "Stages". Either copy an existing Stage ID from the list, or create a new stage by entering a name and clicking the "New Stage"-button.

Known issues and limitations

Currently not supporting self-hosted DocuMotor instances.

Common errors and remedies

Error code	Message	Comment
422	JmesPath API failed with status	Misconfigured template data transformation "JmesPath API
401	-	Missing or invalid credentials provided.

FAQ

How do I troubleshoot data insertion from the connector to the DocuMotor template?

You can enable sample data recording in DocuMotor. This will allow you to see the last result inside the editor. Typically small variations in data naming are the root cause in the early stages of configuration.

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
Unit ID	securestring	The Unit ID for this api	True
API Secret	securestring	The API Secret for this api	True

Throttling Limits

Name	Calls	Renewal Period
API calls per connection	100	60 seconds

Actions

Generate a document

A document is generated based on the input data and template id.

Generate a document

Operation ID:

GenerateDoc

A document is generated based on the input data and template id.

Parameters

Name	Key	Required	Type	Description
Template ID	templateId	True	string	The ID of the template.
Accept Type	Accept	True	string	Output file type. / denotes the native template format.
Stage ID	stageId		string	Required for versioned templates, must be blank for non-versioned templates.
			object

Returns

response

binary

Definitions

binary

This is the basic data type 'binary'.