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Templafy Help center
Templafy for Admins
Integrations & Connectors
Data Connectors

Data Connectors

How to enable Microsoft Dynamics Data Connector
How to enable Microsoft Graph Data Connector
How to enable Microsoft SQL Server data Connector
How to enable Salesforce Data Connector
How to enable a Custom Data Connector

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Templafy automates documents to remove risk, increase efficiency, and enable better document creation at any complexity and scale for over 800 organizations globally. From immediate access to on-brand, compliant company templates directly within Microsoft 365, to the automated compilation of sales proposals in Salesforce harnessing the power of Managed AI, our platform enables employees to create business documents faster so they can focus on the work that matters.

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