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AmeriCommerce - Create PDF, Word, Excel Documents
AmeriCommerce connects with Documentero to turn customer, order, and product data into professional documents automatically. Whether it’s creating invoices, quotes, or product sheets, the integration makes it easy to generate files in .docx, .pdf, or .xlsx formats. This allows merchants to keep their records organized and deliver polished documents directly to customers without manual formatting.
AmeriCommerce
Documentero
Triggers
Watch Customer Updated — Triggers when a customer has been updated.
Watch Customers — Triggers when a new customer has been created.
Watch Orders — Triggers when a new order has been created.
Watch Products — Triggers when a new product has been created.
Watch Quotes — Triggers when a new quote has been created.
Watch Valid Orders — Triggers when a new valid order (not declined or cancelled) has been created.
Watch Order Updated — Triggers when an order has been updated.
Watch Product Updated — Triggers when a product has been updated.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from AmeriCommerce using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from AmeriCommerce using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF invoices from AmeriCommerce orders
Create Excel product catalogs from AmeriCommerce product data
Export AmeriCommerce customer updates into formatted Word reports
Generate sales quotes in PDF when AmeriCommerce quotes are created
Create detailed order update reports from AmeriCommerce order changes
Automatically generate shipping documents from AmeriCommerce valid orders
Export AmeriCommerce customer lists into Excel spreadsheets
Create branded receipts in Word format from AmeriCommerce transactions
Generate PDF product sheets when AmeriCommerce products are updated
Automatically create monthly sales summaries in Excel from AmeriCommerce orders
How you can use AmeriCommerce + Documentero
Customer Profile Reports
Generate a PDF report whenever a new customer is created in AmeriCommerce, pulling details into a custom Documentero template.
Order Invoices
Automatically create a .docx invoice each time a valid order is placed in AmeriCommerce.
Product Catalog Sheets
Build updated product catalog documents in .xlsx format when new products are added to AmeriCommerce.
Quote Documents
Produce a professional quote document in PDF whenever a new quote is created in AmeriCommerce.
Order Update Summaries
Generate a summary document when an existing order is updated, capturing all changes in a clear format.
Setup Guides
Zapier Tutorial: Integrate AmeriCommerce with Documentero
- Create a new Zap in Zapier.
- Add AmeriCommerce to the zap and choose one of the triggers (Watch Customer Updated, Watch Customers, Watch Orders). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Zapier: Add Documentero as the next step and connect it using your API key.
- In your zap, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the AmeriCommerce trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate AmeriCommerce with Documentero
- Create a new scenario in Make.
- Add AmeriCommerce to the scenario and choose one of the triggers (Watch Customer Updated, Watch Customers, Watch Orders). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Make: Add Documentero as the next step and connect it using your API key.
- In your scenario, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the AmeriCommerce trigger.
- Run or schedule your scenario and verify the output.
