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BlueLink - Create PDF, Word, Excel Documents
BlueLink connects with Documentero to automatically generate and update documents whenever changes happen in your business data. When a document is uploaded, deleted, or modified in BlueLink, Documentero can instantly create matching .docx, .pdf, or .xlsx files using your templates. You can also trigger document creation when a quote status changes, making it easier to keep contracts, proposals, and reports up to date. Integration is possible through API, Make, or Zapier, giving you flexible ways to connect both platforms.
BlueLink
Documentero
Triggers
Document Trigger — Trigger when a Document is uploaded, deleted or changed
Quote Status Change — Trigger when the quote status is changed
Actions
Create Document - Generate Word, Excel or PDF Document based on data from BlueLink using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from BlueLink using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF invoices from BlueLink quote status changes
Create Word proposals when a new BlueLink document is uploaded
Export Excel reports when BlueLink documents are modified
Generate client agreements from BlueLink quote approvals
Produce PDF summaries when BlueLink documents are deleted
Create onboarding documents from new BlueLink quotes
Automatically generate sales reports from BlueLink document updates
Export signed contracts as PDF when BlueLink quote status changes
Create financial statements in Excel from BlueLink data changes
Generate Word templates for client correspondence from BlueLink uploads
How you can use BlueLink + Documentero
Generate contracts from quote updates
When a quote changes status in BlueLink, Documentero can create a contract document using a pre-set template.
Create PDF reports from uploaded files
Automatically generate a PDF report in Documentero whenever a new file is uploaded to BlueLink.
Update spreadsheets when documents change
Keep Excel records current by generating .xlsx files in Documentero whenever a BlueLink document is modified.
Archive deleted documents
When a document is deleted in BlueLink, Documentero can generate a summary PDF for record-keeping.
Automate client proposals
Trigger Documentero to build a proposal document whenever a new quote is created or updated in BlueLink.
Setup Guides
Zapier Tutorial: Integrate BlueLink with Documentero
- Create a new Zap in Zapier.
- Add BlueLink to the zap and choose one of the triggers (Document Trigger, Quote Status Change). 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 BlueLink trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate BlueLink with Documentero
- Create a new scenario in Make.
- Add BlueLink to the scenario and choose one of the triggers (Document Trigger, Quote Status Change). 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 BlueLink trigger.
- Run or schedule your scenario and verify the output.
