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Appointlet - Create PDF, Word, Excel Documents
Appointlet connects with Documentero to automatically create professional documents whenever a booking is confirmed or canceled. You can generate contracts, invoices, or personalized appointment summaries directly from your templates. This integration helps ensure every client interaction is backed by the right paperwork without manual effort.
Appointlet
Documentero
Triggers
Watch Canceled Bookings — Watches for canceled bookings.
Watch Confirmed Bookings — Triggers when booking is confirmed.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Appointlet using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Appointlet using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate a PDF confirmation document when a client books through Appointlet
Create a Word contract template filled with client details from Appointlet bookings
Export daily Appointlet appointments into an Excel schedule using Documentero
Generate cancellation letters in PDF format when an Appointlet booking is canceled
Produce personalized intake forms based on Appointlet booking data
Create a branded invoice document for each confirmed Appointlet appointment
Automatically generate a client welcome packet in PDF after an Appointlet booking
Export weekly Appointlet bookings into a formatted Excel report
Generate rescheduling notices when an Appointlet booking is updated
Create custom thank-you letters in Word format after completed Appointlet meetings
How you can use Appointlet + Documentero
Appointment Confirmation Letters
Send a polished confirmation letter in PDF format to clients as soon as a booking is confirmed in Appointlet.
Client Invoices
Generate an invoice in .docx or .pdf whenever a new appointment is booked and confirmed.
Cancellation Notices
Automatically create a cancellation notice document when a booking is canceled.
Daily Schedule Reports
Produce a .xlsx report of confirmed bookings each day for internal team use.
Personalized Meeting Notes Template
Pre-fill a meeting notes template with client and appointment details before the scheduled time.
Setup Guides
Zapier Tutorial: Integrate Appointlet with Documentero
- Create a new Zap in Zapier.
- Add Appointlet to the zap and choose one of the triggers (Watch Canceled Bookings, Watch Confirmed Bookings). 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 Appointlet trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Appointlet with Documentero
- Create a new scenario in Make.
- Add Appointlet to the scenario and choose one of the triggers (Watch Canceled Bookings, Watch Confirmed Bookings). 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 Appointlet trigger.
- Run or schedule your scenario and verify the output.
