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Albato - Create PDF, Word, Excel Documents
Albato connects with Documentero to turn data from your workflows into ready-made documents. When Albato collects information from apps like CRMs, e-commerce platforms, or forms, it can send that data directly to Documentero. You can then generate Word, PDF, or Excel files from templates automatically, making document creation part of your workflow.
Albato
Documentero
Triggers
Receive data — Receives data from Albato integrated apps inside your Workflows.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Albato using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Albato using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF invoices from Shopify orders using Albato and Documentero
Create Word contracts from HubSpot deals with Albato connected to Documentero
Export Excel sales reports from Pipedrive data via Albato into Documentero templates
Automatically generate onboarding documents from Typeform submissions in Documentero
Create personalized event certificates from Eventbrite registrations through Albato and Documentero
Export delivery notes from WooCommerce orders into PDF with Documentero
Automatically generate financial statements in Excel from QuickBooks data using Albato
Create membership certificates from Stripe subscriptions with Documentero
Export project status reports from Asana tasks using Albato and Documentero
Automatically generate PDF receipts from PayPal transactions in Documentero
How you can use Albato + Documentero
Generate invoices from online orders
Send order details from your e-commerce platform through Albato to Documentero and get a PDF invoice automatically.
Create contracts from CRM data
Trigger Documentero to produce a contract in Word or PDF whenever a new deal is recorded in your CRM via Albato.
Build reports from survey responses
Use data collected from surveys in Albato to generate formatted Excel or PDF reports in Documentero.
Produce event certificates
Send registration details from event apps through Albato to Documentero and create personalized certificates.
Export HR forms
Collect new employee information with Albato and automatically generate HR documents using Documentero templates.
Video Tutorial
Setup Guides
How to Set Up Albato & Documentero Native Integration
Please click here to see detailed instructions for using Albato with Documentero.
