Documill Dynamo
Documill Dynamo
Breadcrumbs

Create or change an API template

You can create and test a Dynamo Task API–compatible application template (DAP) using the Dynamo Template Builder.

If the Task API is not yet enabled for your organization, email support@documill.com to request a trial license.

Create an API Template

  1. Open the Dynamo Template Builder, and select the Blank template from the New Template tab.

    {FEE52199-AFD0-4B09-93A1-64654EA94DD4}-20251208-131839.png


  2. Select the templates main object. This will be the starting point of the generated document.

    {F7E6A890-82B9-48FA-9999-071173A24912}-20251209-065800.png


  3. Add content and logic to the template. Check this guide for more information.

  4. Using the Test button, verify that the output is correct.

    {4EF1AF8C-6E1E-4681-832F-8DC177E9A433}-20251209-070037.png


  5. In the template settings, set the start view to “No screen (API emulation).

    {90C1B6FF-518A-4706-B6E3-571327A2163D}-20251208-131854.png


  6. If not yet enabled, enable the API button in the Template Builder settings.

    {5AE52F96-95CD-4C2E-8750-4FE7A5808B45}-20251209-070231.png


  7. Ensure that Autosave on exit is enabled in the Settings. This ensures the generated document is Saved back to Salesforce.

    {00046FDD-C833-4818-A2AD-4A5D5EB8B8CB}-20251209-070605.png


  8. Test with the API button to verify that the template works correctly in an API context.

    {4EF1AF8C-6E1E-4681-832F-8DC177E9A433}-20251209-070037.png


  9. In the API tab, click the Send button.

    image-20251209-070431.png


  10. The response indicates whether the template executed successfully. Any errors are also logged here.

    {537637E4-7387-4EFC-B0F5-494E27C14206}-20251209-070446.png


  11. Click on the “Save” button to save the template to Salesforce.


The API template can now be triggered with an automation such as a Salesforce flow. Check the Salesforce setup to continue the process.