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Integrations

Documint integration

Connect Documint with your Softr applications to generate polished PDF documents — invoices, contracts, certificates, and more — directly from your workflows, with zero manual formatting.

Overview

The Softr Documint integration lets you turn workflow data into finished documents automatically. Design your document once as a template in Documint, then generate a new PDF every time a workflow runs — populated with data from your app, no copy-pasting or manual document creation required.

Once you connect a template, Softr automatically reads its fields, so you always map data to the placeholders your template actually has — including repeating sections like line items, which can be bound to a list from earlier in your workflow.

Available Actions

Create document

Generate a document from a Documint template. Pick the template, map its fields to data from your workflow, and get back a link to the finished document — ready to send, store, or share.

Key Benefits

  • No-code simplicity: Configure document generation visually in Softr, without any technical setup.
  • Always in sync with your template: Fields are read live from your chosen Documint template, so the mapping never drifts out of date when you update the template’s design.
  • Repeating sections made easy: Bind a list of records from your workflow (e.g. order line items) directly to a repeating section in your template.
  • Event-driven generation: Automatically produce a document the moment a form is submitted, a record is created, or any other app event occurs.

Example Use Cases

Use CaseDescription
Invoice generationAutomatically generate an invoice PDF whenever a new order is created in your app.
Contract creationProduce a filled-in contract or agreement the moment a deal or application is approved.
Certificates and reportsGenerate a personalized certificate or report from workflow data, ready to email to the recipient.
Order confirmations with line itemsMerge a list of purchased items into a single order confirmation document using a repeating template section.

How to Connect Softr with Documint

  1. Open your Softr app and go to Workflows.
  2. Create a new workflow and add a Documint action.
  3. Click Connect Documint when prompted to configure the connection.
  4. Paste your Documint API key. You can find it in your Documint account under Account → API (https://app.documint.me/account/api).
  5. Choose the template to generate documents from — Softr loads its fields automatically — and map each field to data from your workflow.
  6. Save your workflow and activate it.

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