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BulkGate - Create PDF, Word, Excel Documents
BulkGate connects with Documentero to send SMS updates whenever a new document is created or delivered. You can automatically notify clients when their PDF, DOCX, or XLSX files are ready, or track delivery reports for important document-based alerts. This integration helps keep communication clear by tying document generation directly to SMS notifications.
BulkGate
Documentero
Triggers
Watch Delivery Reports — Checks whether particular SMS has been delivered.
Watch Bulk Delivery Reports — Checks whether bulk messages have been delivered.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from BulkGate using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from BulkGate using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF invoices in Documentero and send SMS delivery alerts with BulkGate
Create DOCX contracts in Documentero and notify clients instantly by SMS
Export XLSX reports from Documentero and trigger SMS updates to team members
Send SMS reminders after Documentero generates monthly billing statements
Deliver SMS alerts when Documentero produces HR documents for employees
Automatically generate event tickets in Documentero and confirm delivery by SMS
Create personalized offer letters in Documentero and notify candidates via BulkGate
Export compliance reports in Documentero and send SMS alerts to auditors
Send SMS updates when Documentero generates purchase orders for suppliers
Automatically generate PDF certificates in Documentero and inform recipients with BulkGate SMS
How you can use BulkGate + Documentero
Client Notifications
Send an SMS to clients when Documentero finishes generating their contracts or invoices.
Delivery Confirmation Alerts
Trigger an SMS when a PDF report is generated and successfully delivered to a shared folder.
Bulk Updates
Notify multiple recipients via BulkGate when Documentero produces a batch of monthly statements.
Internal Team Alerts
Automatically send SMS alerts to staff when a new XLSX report is created in Documentero.
Follow-up Reminders
Generate a document in Documentero and trigger an SMS reminder for clients to review it.
Setup Guides
Zapier Tutorial: Integrate BulkGate with Documentero
- Create a new Zap in Zapier.
- Add BulkGate to the zap and choose one of the triggers (Watch Delivery Reports, Watch Bulk Delivery Reports). 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 BulkGate trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate BulkGate with Documentero
- Create a new scenario in Make.
- Add BulkGate to the scenario and choose one of the triggers (Watch Delivery Reports, Watch Bulk Delivery Reports). 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 BulkGate trigger.
- Run or schedule your scenario and verify the output.
