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BaseLinker - Create PDF, Word, Excel Documents
BaseLinker connects your online stores and marketplaces, and when paired with Documentero, you can automatically turn order and invoice data into ready-to-use documents. New orders in BaseLinker can trigger the creation of invoices, packing slips, or reports in .docx, .pdf, or .xlsx formats. You can also use new invoice series in BaseLinker to generate consistent document templates through Documentero. This integration helps sellers keep their documents accurate and ready without manual editing.
BaseLinker
Documentero
Triggers
Watch New Orders — Triggers when a new order has been added.
Watch New Series — Triggers when a new invoice numeration series have been added.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from BaseLinker using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from BaseLinker using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF invoices from BaseLinker orders
Create order confirmation documents from BaseLinker in Word format
Export BaseLinker sales data into Excel reports
Generate packing lists from BaseLinker orders in PDF
Create monthly sales summaries from BaseLinker in Excel
Produce credit note documents from BaseLinker invoice series
Generate shipping labels from BaseLinker using Documentero templates
Create delivery notes from BaseLinker orders in Word format
Export BaseLinker customer order history into PDF reports
Generate tax summary documents from BaseLinker transactions
How you can use BaseLinker + Documentero
Generate invoices from new orders
When a new order is placed in BaseLinker, Documentero can instantly create a PDF invoice from your template.
Create packing slips
Automatically produce packing slips in .docx format whenever a new order is added in BaseLinker.
Export sales reports
Use Documentero to compile daily or weekly sales data from BaseLinker into an .xlsx report.
Generate invoice series documents
When a new invoice numeration series is created in BaseLinker, Documentero can generate a matching template document.
Prepare shipping confirmations
Automatically create PDF shipping confirmations from BaseLinker order details using Documentero templates.
Setup Guides
Zapier Tutorial: Integrate BaseLinker with Documentero
- Create a new Zap in Zapier.
- Add BaseLinker to the zap and choose one of the triggers (Watch New Orders, Watch New Series). 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 BaseLinker trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate BaseLinker with Documentero
- Create a new scenario in Make.
- Add BaseLinker to the scenario and choose one of the triggers (Watch New Orders, Watch New Series). 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 BaseLinker trigger.
- Run or schedule your scenario and verify the output.
