capabilities.work

Generate a Livedoc from a CRM Data Source

A 4-step recipe with Seismic. We can help you get access.

Recipe · 4 steps

Generate a Livedoc from a CRM Data Source

with Seismic

Generate a Livedoc by merging a CRM record from a connected data source.

  1. List data sources of the requested type, returning the first match.
  2. Read the data source detail to confirm it is connected before relying on it for merge data.
  3. Find the Livedoc template by name, returning the single best match.
  4. Submit a Livedoc generation request that merges the named CRM record from the connected data source into the resolved template.
What you'll need to have ready
  • dataSourceType: Data source type to select (salesforce, dynamics, hubspot, or custom).
  • templateQuery: Search text used to find the Livedoc template by name.
  • recordId: ID of the CRM record to merge (e.g. a Salesforce opportunity ID).
  • name: Name for the generated document.
  • outputFormat: Desired output format (pptx, pdf, docx, or xlsx).
For your developer

Arazzo workflow seismic:livedoc-from-crm-datasource, 4 operations: listDataSources → getDataSource → listLiveDocTemplates → generateLiveDoc. Specs on APIs.io.

More recipes with Seismic

Add a User to a GroupAudit a Team RosterDownload a Content VersionExport an Analytics ReportGenerate a Livedoc AsynchronouslyOnboard a UserOrganize Content into a FolderPreview and Generate a LivedocSearch and Inspect ContentShare a Content Item