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Billit - Create PDF, Word, Excel Documents
Billit connects with Documentero to turn your accounting data into ready-to-use documents. When new parties, orders, or products are created in Billit, you can automatically generate invoices, reports, or order confirmations in .docx, .pdf, or .xlsx formats. The integration works through API, Make, or Zapier, making it easy to link your accounting workflows with custom templates in Documentero.
Billit
Documentero
Triggers
Watch Parties — Triggers when a new party is created.
Watch Orders — Triggers when a new order is created.
Watch Products — Triggers when a new product is created.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Billit using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Billit using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF invoices from Billit orders
Create Word contracts when a new Billit party is added
Export Billit product data into an Excel price list
Generate PDF order confirmations from Billit orders
Create client onboarding documents from Billit party details
Export Billit sales data into Excel reports
Automatically generate delivery notes when new orders are added in Billit
Create professional quotations from Billit product entries
Generate monthly financial summaries from Billit into PDF format
Export Billit customer details into structured Word documents
How you can use Billit + Documentero
Generate invoices from new orders
Whenever a new order is created in Billit, Documentero can generate a professional invoice in PDF or Word format using your custom template.
Create client agreements from new parties
When a new party is added in Billit, Documentero can instantly produce a client agreement document with all the stored details.
Build product catalogs
As new products are created in Billit, Documentero can compile them into a formatted product catalog in Word or Excel.
Produce order summaries
Each time an order is logged in Billit, Documentero can generate a summary report in Excel for internal tracking.
Prepare accountant-ready reports
Billit data can be pulled into Documentero templates to create monthly financial reports for accountants in PDF or Excel.
Setup Guides
Zapier Tutorial: Integrate Billit with Documentero
- Create a new Zap in Zapier.
- Add Billit to the zap and choose one of the triggers (Watch Parties, Watch Orders, Watch Products). 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 Billit trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Billit with Documentero
- Create a new scenario in Make.
- Add Billit to the scenario and choose one of the triggers (Watch Parties, Watch Orders, Watch Products). 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 Billit trigger.
- Run or schedule your scenario and verify the output.
