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Authvia - Create PDF, Word, Excel Documents
Authvia connects with Documentero to automatically create professional documents whenever customer or merchant data changes. With this integration, you can turn real-time events like new conversations or updated customer details into ready-to-send PDFs, Word files, or Excel reports. This helps businesses keep accurate records, send branded invoices, and generate reports directly from everyday Authvia activity.
Authvia
Documentero
Triggers
Watch Customer Created — Triggers when a new customer is created.
Watch Customer Deleted — Triggers when an existing customer is deleted.
Watch Customer Updated — Triggers when an existing customer is updated.
Watch Merchant Created — Triggers when a new merchant is created.
Watch Merchant Updated — Triggers when an existing merchant is updated.
Watch Conversation Created — Triggers when a new conversation is created.
Watch Conversation Updated — Triggers when an existing conversation is updated.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Authvia using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Authvia using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF invoices from Authvia payment conversations
Create Word contracts when a new merchant is added in Authvia
Export customer update reports from Authvia to Documentero
Generate Excel summaries of Authvia conversation activity
Create branded receipts from Authvia transactions in Documentero
Automatically build customer termination letters when accounts are deleted in Authvia
Generate onboarding kits for new Authvia merchants in PDF format
Create compliance-ready reports from Authvia message logs
Export Authvia customer contact details into formatted Word documents
Generate audit reports combining Authvia merchant updates with Documentero templates
How you can use Authvia + Documentero
Generate Customer Welcome Pack
When a new customer is created in Authvia, Documentero can generate a personalized welcome letter in PDF or Word format.
Create Merchant Onboarding Documents
Every time a new merchant is added in Authvia, Documentero can build a complete onboarding package with contracts and information sheets.
Update Customer Records
When customer details are updated in Authvia, Documentero can refresh and export the customer profile as a .docx or .pdf file.
Conversation History Reports
Each time a new conversation starts in Authvia, Documentero can generate a conversation log report for compliance or record-keeping.
Deleted Customer Archive
If a customer is deleted in Authvia, Documentero can instantly create an archive file summarizing their account history.
Setup Guides
Zapier Tutorial: Integrate Authvia with Documentero
- Create a new Zap in Zapier.
- Add Authvia to the zap and choose one of the triggers (Watch Customer Created, Watch Customer Deleted, Watch Customer Updated). 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 Authvia trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Authvia with Documentero
- Create a new scenario in Make.
- Add Authvia to the scenario and choose one of the triggers (Watch Customer Created, Watch Customer Deleted, Watch Customer Updated). 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 Authvia trigger.
- Run or schedule your scenario and verify the output.
