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BeLazy - Create PDF, Word, Excel Documents
BeLazy connects with Documentero to automatically generate project documents as soon as translation jobs are approved. With this setup, you can turn incoming project data into ready-to-share files like contracts, reports, or invoices. The integration works through API or Make, ensuring project updates instantly create the right document formats for your workflow.
BeLazy
Documentero
Triggers
Watch New Approved Project — Triggers when BeLazy notifies Make of new incoming project that is approved automatically or manually. The module returns with an iteration through the available projects in BeLazy.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from BeLazy using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from BeLazy using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF project reports from BeLazy approved projects
Create DOCX contracts for translation projects using BeLazy data
Export BeLazy project details into XLSX templates for resource planning
Generate client-ready invoices from BeLazy project approvals
Produce delivery confirmation documents when BeLazy marks projects approved
Create financial summaries in PDF from BeLazy project records
Export BeLazy project timelines into custom XLSX schedules
Generate multilingual project briefs in DOCX format from BeLazy data
Create compliance documentation directly from BeLazy project approvals
Automatically generate project closure reports in PDF from BeLazy
How you can use BeLazy + Documentero
Project Summary Reports
When a new translation project is approved in BeLazy, Documentero creates a detailed project summary in PDF for internal tracking.
Client Invoices
Automatically generate invoices in DOCX or PDF format from approved BeLazy projects using custom templates.
Delivery Notes
Each approved project can trigger Documentero to produce a delivery note in PDF, ready to send to clients.
Resource Allocation Sheets
Create XLSX sheets that outline assigned translators and deadlines whenever BeLazy confirms a new project.
Monthly Project Reports
Aggregate all approved BeLazy projects into a monthly report generated by Documentero in PDF format.
Setup Guides
Make Tutorial: Integrate BeLazy with Documentero
- Create a new scenario in Make.
- Add BeLazy to the scenario and choose one of the triggers (Watch New Approved Project). 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 BeLazy trigger.
- Run or schedule your scenario and verify the output.
