Docomotion Connect expands the Docomotion application to support non-Salesforce users. It allows users outside of Salesforce to utilize the Docomotion document-generation engine. Docomotion Connect makes this possible by opening the engine to any CRM or platform via lightweight REST APIs.

The key benefits offered by Docomotion Connect include flexibility, consistent branding, and faster time-to-value.

Its capabilities include:

  • Output formats: PDF and DOCX.
  • External storage options: Google Drive and OneDrive, and Callback.
  • The same designer workflow as the standard Salesforce deployment.

 

Table of Contents

  1. Docomotion Connect Walkthrough / Setup Steps

  2. Data Model Schema

  3. Template Workflow – From Form Creation to Publication

  4. Preparing a Data Source API

  5. Document generation via API

  6. Generate input form Documents