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Bonusly - Create PDF, Word, Excel Documents
Bonusly connects with Documentero to turn employee recognition data into professional reports and certificates. When a new achievement or bonus is recorded in Bonusly, Documentero can automatically generate PDF, DOCX, or XLSX files based on your templates. This makes it easy to share recognition certificates, compile reward summaries, or keep organized records for HR and management. The integration works through API, Make, or Zapier, giving teams flexible ways to automate document creation.
Bonusly
Documentero
Triggers
Watch New Achievements — Triggers when an achievement is earned.
Watch New Bonuses — Triggers when a bonus is given.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Bonusly using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Bonusly using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate employee recognition certificates from Bonusly achievements
Create monthly reward reports in Excel from Bonusly bonus data
Export personalized thank-you letters when employees receive new bonuses
Generate team-wide performance summaries based on Bonusly achievements
Create printable PDF awards from Bonusly recognition events
Automatically generate HR compliance documents from Bonusly reward data
Export bonus distribution reports in DOCX for management review
Create yearly recognition booklets using Bonusly achievement data
Automatically generate onboarding documents that include Bonusly reward history
Export detailed employee engagement reports combining Bonusly and Documentero
How you can use Bonusly + Documentero
Recognition Certificates
Generate a personalized PDF certificate whenever an employee earns a new achievement in Bonusly.
Monthly Bonus Reports
Automatically create an XLSX report of all bonuses given in a month for HR review.
Employee Reward Letters
Produce DOCX letters that highlight each employee’s recent bonuses and recognitions.
Team Achievement Summaries
Build PDF summaries of team accomplishments to share during company meetings.
HR Record Keeping
Export structured documents for archival whenever new Bonusly events occur.
Setup Guides
Zapier Tutorial: Integrate Bonusly with Documentero
- Create a new Zap in Zapier.
- Add Bonusly to the zap and choose one of the triggers (Watch New Achievements, Watch New Bonuses). 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 Bonusly trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Bonusly with Documentero
- Create a new scenario in Make.
- Add Bonusly to the scenario and choose one of the triggers (Watch New Achievements, Watch New Bonuses). 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 Bonusly trigger.
- Run or schedule your scenario and verify the output.
