Templafy integrations

Templafy integrates with the tools you already use creating a unified platform for your content management infrastructure

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Enterprise-wide solution

Unify your document ecosystem


Templafy connects and streamlines your document creation ecosystem and workflows. Templafy is the platform that unifies entire content management IT infrastructures. It connects the programs you use for an intelligent and secure document workflow from creation to storage.

Document creation

Enable smart document creation where your employees are working


Templafy integrates with your document creation applications in Microsoft Office and G-Suite, both on-premise and online. Employees access the latest, on-brand, compliant business assets directly in the apps where document creation is happening.

Document management

Connect your DMS with intelligent templates


Integrate your existing document management software with Templafy and leverage the best out of your existing setup. Templafy’s intelligent template system works with the document management systems you trust.

List of standard DMS integrations

CRM

Import the latest customer data directly into document templates


By integrating your CRM system with Templafy, you can insert always-up-to-date customer information directly into business document templates, saving time and ensuring accuracy in document creation.

Digital assets

Access all digital assets from DAM, direct from the app you’re in


Bring your digital assets right to where employees work. Integrating your DAM system with Templafy enables access all digital assets directly from the document creation application employees are working in.

List of standard DAM integrations

Storage

Connect your existing storage systems and documents


Templafy stores your organization’s templates and assets in the cloud, and supports centralized storage systems, so you can continue using your existing storage method alongside Templafy.

Security and identity management

Meet enterprise security standards through Single Sign-On technology


You’re secure with Templafy. We meet enterprise security standards by integrating with the most commonly used Single Sign-On technologies and user information systems.


 

Want to build your own integration?


You have the option to build your own custom integration that connects to the Templafy API.

Get in touch to learn more