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Atarim - Create PDF, Word, Excel Documents
Atarim connects with Documentero to turn project activity into ready-to-use documents. Every new task, comment, or time entry in Atarim can automatically trigger the creation of reports, invoices, or project summaries in .docx, .pdf, or .xlsx formats. This helps agencies keep client communication and internal records organized without extra manual work. By linking Atarim’s task data with Documentero templates, you can generate polished documents as soon as updates happen.
Atarim
Documentero
Triggers
Watch New Task Comment — Triggers when a new comment is added to a task.
Watch New Task Note — Triggers when a new task notes is created.
Watch New Tag — Triggers when a new task tag is created.
Watch New Task — Triggers when a new task is created.
Watch New Priority — Triggers when a new task priority is assigned to task.
Watch New Status — Triggers when a new status is assigned to a task.
Watch New Time Entry — Triggers when a new time entry is logged.
Watch New Website — Triggers when a new website is created.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Atarim using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Atarim using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF reports from Atarim task comments
Create client-ready project summaries when new tasks are added in Atarim
Export Atarim time entries into detailed Excel timesheets
Generate onboarding documents when a new website project is created in Atarim
Build weekly progress reports from Atarim task status updates
Create printable task lists whenever a new tag is added in Atarim
Export Atarim task notes into formatted Word documents
Automatically generate client invoices from Atarim time entries
Produce a daily activity log from Atarim task and comment updates
Create PDF priority reports whenever high-priority tasks are flagged in Atarim
How you can use Atarim + Documentero
Client Feedback Reports
When a new task comment is added in Atarim, Documentero can generate a PDF report that compiles all client feedback for easy sharing.
Project Status Updates
Each time a new task status is assigned in Atarim, Documentero can create a .docx summary of current project progress for clients or managers.
Time Tracking Sheets
Whenever a new time entry is logged in Atarim, Documentero can generate an .xlsx timesheet that details hours worked across different projects.
Website Onboarding Document
When a new website is created in Atarim, Documentero can prepare a PDF onboarding pack with project scope and initial notes.
Task Priority Reports
If a new task priority is assigned in Atarim, Documentero can generate a .docx report that highlights high-priority items for the team.
Setup Guides
Zapier Tutorial: Integrate Atarim with Documentero
- Create a new Zap in Zapier.
- Add Atarim to the zap and choose one of the triggers (Watch New Task Comment, Watch New Task Note, Watch New Tag). 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 Atarim trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Atarim with Documentero
- Create a new scenario in Make.
- Add Atarim to the scenario and choose one of the triggers (Watch New Task Comment, Watch New Task Note, Watch New Tag). 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 Atarim trigger.
- Run or schedule your scenario and verify the output.
