Generate documents from a Process Builder

  1. First click on Setup
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  1. Then in the setup search bar search for "process builder" and click on it
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  1. You should now be on the process builder page. Click on New to create a new process builder
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  1. Name the process builder and set "The process starts when" to "A record changes" then click save
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  1. Click "Add Object". Select Opportunity, then select for the process builder to be triggered when a record is created or edited, then click save. In this example, we will be creating our workflow on an Opportunity, but this will work on any object.
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  1. Click on "Add Criteria". In this example, we will generate a document when the Opportunity is in the "Prospecting" stage.
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  1. Click Add Action
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  1. Select an Action Type of Apex. Give the action name, then enter Create Renders under Apex Class
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  1. Click on Add Row twice. One of the rows you should select recordId and the other row should be templateId. You should pass in Opportunity.Id as your recordId
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  1. For the templateId grab a template from the Inkit web app
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  1. Then paste it into the templateId value
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  1. Click Save, then click activate
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