Zapier

Welcome to the Zapier Integration Guide! With our Zapier integration, you can connect ComposeIt to CRM platforms, webforms, databases, and spreadsheets to automate your document generation pipelines without writing a single line of code.

---

Step-by-Step Setup Guide

Step 1: Accept the Public Invite

If the ComposeIt integration is not yet publicly listed in the Zapier Directory, click the link below to add it to your Zapier account:

👉 Click here to accept the ComposeIt Zapier Invite

Once accepted, you will be able to find and select ComposeIt inside the Zap editor.

Step 2: Choose Your Action & Authenticate

Create a new Zap and select ComposeIt as your Action step. Choose between the two primary actions:

• Update Template: Programmatically modify layout and configuration.
• Generate Document: Merge data to output a PDF, image, HTML, or MJML file.

Authenticate your account by pasting your API Key (generated from the ComposeIt Dashboard) when prompted.

---

Action 1: Update Template

This action is used to update an existing template's structural attributes directly from your automated triggers.

1. Select your target template from the dropdown.
2. Set the parameters you wish to modify.
3. Click Test Step to verify that your template metadata updates successfully.

---

Action 2: Generate Document

This action merges dynamic payload data into your selected template to produce a final, downloadable document.

1. Configure the Output Formats

Select the output files you want to receive. Depending on your template type, you can generate:

• PDF: Standard document distribution.
• Image: Perfect for thumbnail previews (JPEG/PNG).
• HTML/MJML: Ideal for email automation pipelines.

2. Map Your Fields

ComposeIt will automatically read your template schema and generate individual input fields right inside the Zapier editor. You can map upstream data (like Google Sheets columns or Typeform fields) directly to these variables.

• Pro Tip: If your template schema is highly complex or nested, you can toggle the input mode to Raw JSON and map a complete structured JSON payload.

3. Test & Save Your Document

Test the action step to generate a mock document. Zapier will return a public, temporary URL to download the generated file.

💡 Don't forget: Immediately add a Google Drive, Dropbox, or email step right after this action to save your generated PDF file before the 24-hour retention window closes!