With the DocsAutomator action you can connect your DocsAutomator account, select templates designed for SmartSuite, and automatically generate PDFs as part of your automation workflows.
Key Features
🔐 Account Connection
Connect your DocsAutomator account using an API key or select from previously saved accounts.
A secure credentials modal instantly validates your API key.
Connections are managed in SmartSuite and can be edited or deleted at any time. If a connection is used in an active automation, you’ll be prompted before removing it.
📄 Template & Field Mapping
Choose a DocsAutomator template built specifically for SmartSuite.
Templates are pulled directly from your DocsAutomator account (via API) and filtered for SmartSuite compatibility.
Easily map SmartSuite record fields to template placeholders. Suggested defaults help you get started quickly.
If no templates are found, you’ll see guidance to create one in DocsAutomator.
⚡ Automation Action
Add a new automation in SmartSuite, select the DocsAutomator action, and configure it like any other action.
Use SmartSuite’s triggers (record created/updated, scheduled, etc.) to start PDF generation automatically.
Once configured, mapped data is sent to DocsAutomator, which returns a generated PDF and a download link.
SmartSuite automatically stores the PDF in its file storage and makes it available for subsequent actions (e.g., email, chat, file fields).
📊 Run History & Logging
Every DocsAutomator action is logged in SmartSuite’s Automation History.
Logs include:
Template used
Request/response summary
Document link
Error details (e.g., invalid merge fields, expired API key)
Metrics track response times and success/failure rates for monitoring reliability.
Configuring the DocsAutomator Action
Set Up the Connection
In the Automations panel, add a new action and select DocsAutomator.
Enter your DocsAutomator API key. SmartSuite securely stores the credentials and validates them instantly.
Select a Template
SmartSuite fetches available DocsAutomator automations via
GET https://api.docsautomator.co/automations.Only SmartSuite-compatible templates (where
dataSource.name === "SmartSuite") are shown.Refresh the list anytime if new templates are added.
Map Fields & Customize PDF Title
Choose a record as the data source.
Map SmartSuite fields to template placeholders using a dropdown interface.
Customize the PDF title with merge fields such as record names or dates.
Generate & Store the PDF
On trigger, SmartSuite calls the DocsAutomator API (
POST /documents) with the automation ID and mapped data.DocsAutomator generates the PDF and returns a download link.
SmartSuite uploads the PDF to Filestack storage, returning a file handle and URL for use in your automation.
Review Run History
Detailed logs show the template, results, and any errors.
PDFs are stored securely and available for use in later automation steps.
Permissions & Access
Only Automation Managers and Workspace Admins can configure this action.
Users need edit access to any output fields (file or URL fields).
The DocsAutomator action is available only on Paid Plans. Free and Trial users will see an upgrade prompt.
Troubleshooting
Invalid API Key → Reauthenticate via the connection modal.
No Templates Found → Follow the link provided to create a SmartSuite-specific template in DocsAutomator.
DocsAutomator Error → Human-readable errors (e.g., invalid merge fields) appear in the Automation History for easier debugging.
API Downtime or Large Files → SmartSuite includes retry logic and graceful error handling.
Benefits
With this integration, you get:
A seamless PDF generation workflow directly inside SmartSuite.
Secure storage and handling of generated documents.
Automation-first design, making PDFs available for follow-up actions like email delivery, record attachment, or sharing links.
This integration brings more flexibility and control to your document workflows, saving time and ensuring consistency.