Mastering Document Automation: Connecting Trydoku.com to n8n
Manual document creation is a productivity killer. Whether it’s invoices, contracts, or reports, your team’s time is better spent on strategy than on copy-pasting data into templates.
In this guide, we’ll show you how to use n8n to catch data (from a CRM, Google Sheet, or Webhook) and pass it to Trydoku to generate a high-quality document automatically.
Why use n8n for Trydoku?
- Visual Logic: Create complex "If/Then" branches without writing code.
- Self-Hostable: Keep your data on your own servers for maximum security.
- 1,000+ Integrations: Pull data from Salesforce, Typeform, or your SQL database seamlessly.
Step 1: Set up your Trydoku Template
Before jumping into n8n, log in to Trydoku and create your template. Use {{handlebars}} syntax for dynamic fields. Note down your Template ID and your API Key from the dashboard.
Step 2: Configuring the n8n HTTP Request Node
Since n8n is highly flexible, we use the HTTP Request Node to talk to Trydoku. This is where the magic happens.
Node Configuration:
- Method:
POST - URL:
https://api.trydoku.com/v1/generate - Authentication: Header Auth (Name:
X-API-KEY) - Body Content Type:
JSON
Example JSON Payload
In the "Body Parameters" of your n8n node, you’ll map your incoming data to your Trydoku fields:
{
"templateId": "tmpl_67890",
"data": {
"customer_name": "={{ $json.name }}",
"total_amount": "={{ $json.total }}",
"due_date": "={{ $now.format('YYYY-MM-DD') }}"
},
"format": "pdf"
}
Step 3: Handling the Output
Once Trydoku generates the file, you need to decide where it goes. Common n8n patterns include:
- Email Node: Send the PDF directly to the client.
- Google Drive Node: Save a copy for your records.
- Slack Node: Notify your team that a new contract is ready.
Best Practices for n8n Workflows
"Always use a Wait Node if you are generating documents in bulk to avoid hitting API rate limits."
Ready to automate your documents?
Start building your first workflow today with Trydoku and n8n.
Get Your Free API Key