B
Basin - Create PDF, Word, Excel Documents
Basin connects with Documentero to turn form submissions into ready-to-use documents without manual work. When a new form entry is received in Basin, the data can be sent directly into Documentero templates to produce PDFs, Word files, or spreadsheets. This makes it easy to generate contracts, reports, or records right from the information people submit online.
Basin
Documentero
Triggers
Watch New Submissions — Triggers when a new submission is received. Only submissions that are not flagged as spam will trigger a webhook.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Basin using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Basin using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF contracts from Basin form submissions
Create DOCX invoices from Basin payment request forms
Export Basin survey responses into XLSX reports
Generate personalized confirmation letters from Basin event registrations
Build formatted job candidate profiles from Basin application forms
Create signed agreements from Basin client onboarding forms
Export Basin customer feedback into structured PDF reports
Generate work order documents from Basin service request forms
Create attendance certificates from Basin training registration forms
Automatically generate project proposals from Basin quote request forms
How you can use Basin + Documentero
Client Intake Forms
Send new client details from Basin forms into Documentero to automatically create a personalized intake document in PDF or DOCX format.
Event Registrations
Generate attendee lists or confirmation letters in DOCX or PDF as soon as someone registers through a Basin form.
Job Applications
Collect job application data through Basin and instantly create a formatted candidate profile document using Documentero.
Service Requests
Turn customer service request submissions into detailed work order documents generated by Documentero.
Survey Results
Export survey responses from Basin into structured Excel reports created with Documentero templates.
Setup Guides
Zapier Tutorial: Integrate Basin with Documentero
- Create a new Zap in Zapier.
- Add Basin to the zap and choose one of the triggers (Watch New Submissions). 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 Basin trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Basin with Documentero
- Create a new scenario in Make.
- Add Basin to the scenario and choose one of the triggers (Watch New Submissions). 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 Basin trigger.
- Run or schedule your scenario and verify the output.
