Documint

Documint

Documents & e-signing

Generate PDF documents from Documint templates in your workflows.

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 documentGenerate 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.

Example use cases

Usecase
Description
  • 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.

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Always in sync with your template: Fields are read live from your chosen Documint template, so the mapping never drifts out of date when you update the template's design.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.

How to connect Softr with Documint

  1. Open your Softr app and go to Workflows (to automate tasks) or Data Sources (to power your app), depending on how you're using Documint.
  2. Add Documint as a trigger or action in your workflow, or select it as a data source.
  3. Click Connect Documint and authorize access to your account, or enter your API credentials if prompted.
  4. Map the fields or data you want to use from Documint.
  5. Test your setup, then save and activate.

Start building today. It's free!