Features
The Doc Gen Workflow provides a comprehensive set of triggers, actions, integrations, and logic controls that allow you to automate complex business processes without writing code.
Each feature below links directly to the relevant section in the Actions or Triggers documentation for more details.
| Feature | Explained |
|---|---|
| Smartform Trigger | Starts a workflow when a Smartform event occurs (e.g., submit, element change, or on load) |
| Editor Trigger | Starts a workflow based on Editor events such as load, completion, or PDF creation |
| Cron Trigger | Starts a workflow based on a schedule using cron expressions or a calendar setup |
| Webhook Trigger | Starts a workflow when an external system sends a webhook request |
| Smartform Actions | Create, update, send, and generate PDFs from Smartforms |
| REST API & Webhook | Send and receive data from external systems via REST APIs and webhooks |
| Archive | Store documents in the Archive with metadata and structured organization |
| Microsoft Outlook | Send emails through Microsoft 365 as part of a workflow |
| Editor | Create and manage DXML documents and generate PDFs |
| Tables | Store, retrieve, and manipulate structured data using custom tables |
| Toolbox | Encode, decode, and transform data (e.g., Base64 conversions) |
| Digipost | Send secure digital messages and documents via Digipost |
| Kivra | Send documents, invoices, and messages via Kivra digital mailbox |
| Conditions (Filter, Path, Split) | Control workflow execution using logical rules, branching, and parallel paths |
💡 Tip: Click any feature name in the table to jump directly to the relevant section in the documentation.