How to create document in DocuPilot.
1. Choose action as Create Document.
2. Select the specific template from dropdown.
3. Template related placeholders fields will be listed.
4. Go to Docupilot dashboard and edit specific template.
5. You can see Template Tokens. Template tokens can have object type placeholder.
6. In this specific template it has two object type placeholder Client and Consultant.
7. Client object has two fields inside it company and fees. Similarly Consultant object has one field inside it called company.
8. Object type fields has to be passed in certain object format inside Create Document action as shown in the example and image below.
e.g. for client object:
{ "company": "Pabbly", "fees": "1234" }
e.g. for consultant object:
{ "company": "MB" }
9. You can get Object format from dashboard also. Go to
Template > Edit Specific Template > Create > API Integrations
10. Paste the copied object into respective object fields inside Create Document action.
Pabbly Connect Team•Updated Jul 25, 2026•1 min read
