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Bind ERP - Create PDF, Word, Excel Documents
Bind ERP connects with Documentero to automatically turn business data into ready-to-use documents. Quotes, invoices, and product details from Bind ERP can be sent directly into Documentero templates to create PDFs, Word files, or Excel sheets. This helps teams quickly produce professional documents without manual formatting or copy-pasting.
Bind ERP
Documentero
Triggers
Watch New Quote — Triggers when new quote added.
Watch New Invoice — Triggers when a new invoice added.
Watch New Activity — Triggers when new activity added.
Watch New Prospect — Triggers when a new prospect add.
Watch New Product — Triggers when new product added.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Bind ERP using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Bind ERP using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF invoices from Bind ERP using Documentero templates
Create client-ready sales quotes from Bind ERP data in Documentero
Export Bind ERP product details into formatted product catalogs with Documentero
Build Excel activity reports from Bind ERP activities through Documentero
Produce professional prospect summary documents from Bind ERP prospects
Generate Word-based financial summaries from Bind ERP invoices using Documentero
Create branded PDF quote documents from Bind ERP quotes
Export Bind ERP product updates into Excel sheets with Documentero
Automatically generate sales pipeline reports from Bind ERP prospects in Documentero
Produce detailed service activity logs from Bind ERP activities in Word or PDF format
How you can use Bind ERP + Documentero
Generate Quotes
When a new quote is created in Bind ERP, Documentero can generate a branded PDF ready to send to the client.
Invoice Documents
Every time a new invoice is added in Bind ERP, Documentero can produce a detailed .docx or PDF invoice for record-keeping or customer delivery.
Activity Reports
New activities logged in Bind ERP can be exported into a structured report template in Documentero for internal tracking.
Prospect Profiles
When a new prospect is added in Bind ERP, Documentero can create a professional profile document to share with the sales team.
Product Sheets
As new products are added in Bind ERP, Documentero can generate product specification sheets in PDF or Word format.
Setup Guides
Zapier Tutorial: Integrate Bind ERP with Documentero
- Create a new Zap in Zapier.
- Add Bind ERP to the zap and choose one of the triggers (Watch New Quote, Watch New Invoice, Watch New Activity). 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 Bind ERP trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Bind ERP with Documentero
- Create a new scenario in Make.
- Add Bind ERP to the scenario and choose one of the triggers (Watch New Quote, Watch New Invoice, Watch New Activity). 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 Bind ERP trigger.
- Run or schedule your scenario and verify the output.
