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Automizy - Create PDF, Word, Excel Documents
Automizy connects with Documentero so you can turn new contact data into ready-to-use files. Whenever a new subscriber is added in Automizy, Documentero can instantly create personalized documents like welcome letters, onboarding guides, or reports. This integration works through API, Zapier, Make, or n8n, giving you flexible ways to generate .docx, .pdf, or .xlsx files from your templates. It’s a practical way to keep your documents up to date with your email marketing activities.
Automizy
Documentero
Triggers
Watch New Contacts — Triggers when a new contact is created.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Automizy using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Automizy using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF welcome packets from new Automizy contacts
Create personalized onboarding documents when subscribers sign up in Automizy
Export new Automizy contacts into Excel reports using Documentero templates
Generate branded confirmation letters for Automizy email list signups
Produce custom event invites for new Automizy subscribers
Create printable contact summary sheets from Automizy data
Automatically build marketing compliance records from Automizy signups
Generate personalized thank-you letters for new Automizy subscribers
Export Automizy contact details into formatted PDF directories
Create custom proposal documents triggered by new Automizy leads
How you can use Automizy + Documentero
Welcome Letters
Generate a personalized PDF welcome letter for each new Automizy contact using a Documentero template.
Onboarding Guides
Automatically create a branded onboarding guide in .docx format when a new subscriber joins your list.
Subscriber Reports
Produce an .xlsx report of new contacts captured in Automizy for internal review or team sharing.
Event Invitations
Create customized event invitation documents whenever a new contact is added to a specific Automizy segment.
Marketing Consent Forms
Generate a consent confirmation PDF for each new contact to keep a record of marketing permissions.
Setup Guides
Zapier Tutorial: Integrate Automizy with Documentero
- Create a new Zap in Zapier.
- Add Automizy to the zap and choose one of the triggers (Watch New Contacts). 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 Automizy trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Automizy with Documentero
- Create a new scenario in Make.
- Add Automizy to the scenario and choose one of the triggers (Watch New Contacts). 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 Automizy trigger.
- Run or schedule your scenario and verify the output.
n8n Tutorial: Integrate Automizy with Documentero
- Create a new workflow in n8n.
- Add Automizy to the workflow and choose one of the triggers (Watch New Contacts). 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 n8n: Add Documentero as the next step and connect it using your API key.
- In your workflow, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Automizy trigger.
- Execute (or activate) your workflow and verify the output.
