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Axonaut - Create PDF, Word, Excel Documents
Axonaut connects with Documentero to turn your business data into ready-to-use documents. Whenever new orders, invoices, or employee records are created in Axonaut, Documentero can generate PDFs, Word files, or spreadsheets from your custom templates. This integration helps you keep client-facing documents consistent and reduces the time spent on manual formatting. With support for API, Zapier, Make, and Power Automate, it’s easy to fit into your existing workflow.
Axonaut
Documentero
Triggers
Watch Created Orders — Triggers when a new order is created.
Watch Created Employees — Triggers when a new employee is created.
Watch Created Events — Triggers when a new event is created.
Watch Created Expenses — Triggers when a new expense is created.
Watch Created Invoices — Triggers when a new invoice is created.
Watch Created Opportunities — Triggers when a new opportunity is created.
Watch Created Products — Triggers when a new product is created.
Watch Created Projects — Triggers when a new project is created.
Watch Created Quotations — Triggers when a new qouotation is created.
Watch Created Tasks — Triggers when a new task is created.
Watch Created Tickets — Triggers when a new ticket is created.
Watch Deleted Companies — Triggers when an existing company is deleted.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Axonaut using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Axonaut using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF invoices from Axonaut invoice records
Create Word employment contracts when new employees are added in Axonaut
Export Axonaut project data into client-ready PDF reports
Build Excel spreadsheets of Axonaut expenses for accounting reviews
Generate customized PDF sales proposals from Axonaut quotations
Create company profile documents when new companies are added in Axonaut
Produce detailed order confirmations in PDF from Axonaut order entries
Export Axonaut tickets into structured PDF reports for support teams
Generate opportunity summaries in Word format from Axonaut opportunities
Create Excel product catalogs directly from Axonaut product data
How you can use Axonaut + Documentero
Invoice PDFs
Generate branded PDF invoices from Axonaut invoice data using Documentero templates.
Employee Contracts
Create Word contracts automatically when a new employee is added in Axonaut.
Project Reports
Export project updates from Axonaut into structured PDF reports for clients.
Expense Summaries
Produce Excel sheets of expenses recorded in Axonaut for monthly reviews.
Sales Quotations
Turn Axonaut quotations into polished PDF proposals ready to send to prospects.
Setup Guides
Zapier Tutorial: Integrate Axonaut with Documentero
- Create a new Zap in Zapier.
- Add Axonaut to the zap and choose one of the triggers (Watch Created Orders, Watch Created Employees, Watch Created Events). 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 Axonaut trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Axonaut with Documentero
- Create a new scenario in Make.
- Add Axonaut to the scenario and choose one of the triggers (Watch Created Orders, Watch Created Employees, Watch Created Events). 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 Axonaut trigger.
- Run or schedule your scenario and verify the output.
Power Automate Tutorial: Integrate Axonaut with Documentero
- Create a new flow in Power Automate.
- Add Axonaut to the flow and choose one of the triggers (Watch Created Orders, Watch Created Employees, Watch Created Events). 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 Power Automate: Add Documentero as the next step and connect it using your API key.
- In your flow, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Axonaut trigger.
- Test and save your flow.
