n8n Quickstart - Creating a document in a workflow

Here's how to create PDF documents in an n8n workflow with DocuPotion.

1. Register for a DocuPotion account
2. Install the DocuPotion community node and add credentials
3. Design your document
4. Trigger document generation in your n8n workflow

Register for a DocuPotion account

Estimated time: 1 minute

Navigate to the DocuPotion homepage and click on the 'Register / Sign in' or 'Start Free Trial' button.

This will bring you to the 'Register' page where you can register for an account. You'll then be brought through our onboarding wizard. Choose n8n as your platform and create your first template.

Install the DocuPotion node and add credentials

Estimated time: 2 minute

Search for the DocuPotion community node in your n8n workflow canvas. Add the Create a document action to your workflow.

Add your DocuPotion credentials by clicking on the pencil icon next to the Credential input:

Get your DocuPotion API Key from the My Account tab of your DocuPotion dashboard (link here) and paste it into the API Key input.

Design your document

Estimated time: 5-30 minutes (depends on how complex your PDF is)

Navigate to the 'Templates' tab and click on the 'Create New Template' button:

You can choose one of the pre-built templates or choose 'Blank Template' to start with a blank canvas. Click the 'Create Template' button and you'll be brought to the template editor.

Drop components onto the canvas to design your PDF template:

You can preview how your PDF will look in the 'Preview' tab:

Please note that if you add any custom data by using merge fields {{ }}     , DocuPotion will automatically populate the 'Preview' tab with sample data. You can edit this sample data in the 'Data' tab:

Trigger document generation in your n8n workflow

Use the Create Document action from the DocuPotion node in your n8n workflow:

Fields in the Create Document action

• Template ID - this is found in the top-right corner of the DocuPotion editor. Add it to the Template ID field
• Output - Choose the output type. File usually recommended, but you can also choose URL or base64
• File Name - This will be the name of the file generated
• Template Data - Add your template data as a JSON object. This is the data that will replace the {{merge fields}} in your template