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Attio - Create PDF, Word, Excel Documents
Attio connects with Documentero so you can turn customer and company data into ready-to-use documents. When new entries are created or updated in Attio, Documentero can automatically generate files like contracts, reports, or spreadsheets using your templates. This integration works through API, Make, or Zapier, giving you flexible options to fit your workflow. It’s a practical way to keep your documents in sync with the latest information stored in Attio.
Attio
Documentero
Triggers
Watch Entries — Triggers when an entry is created, updated or deleted, optionally filtered by the selected list.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Attio using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Attio using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF reports from Attio list updates
Create custom contracts in Word from new Attio entries
Export Attio contact data into Excel spreadsheets
Build personalized proposals from Attio company records
Generate onboarding documents from new Attio employee entries
Produce investor reports in PDF from Attio portfolio data
Create structured meeting notes in Word from Attio activity logs
Export sales pipeline data from Attio into formatted Excel files
Generate compliance documents from updated Attio records
Create branded letters in Word from Attio contact information
How you can use Attio + Documentero
Client Contracts
Generate a contract in .docx format whenever a new client entry is added in Attio.
Sales Reports
Create a PDF sales report from updated opportunity data in Attio.
Investor Updates
Automatically build a monthly investor update in .pdf using Attio company records.
Onboarding Packets
Produce onboarding documents in .docx when a new employee entry is created in Attio.
Data Export
Export Attio list entries into a formatted .xlsx file through Documentero templates.
Setup Guides
Zapier Tutorial: Integrate Attio with Documentero
- Create a new Zap in Zapier.
- Add Attio to the zap and choose one of the triggers (Watch Entries). 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 Attio trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Attio with Documentero
- Create a new scenario in Make.
- Add Attio to the scenario and choose one of the triggers (Watch Entries). 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 Attio trigger.
- Run or schedule your scenario and verify the output.
