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Caflou - Create PDF, Word, Excel Documents
Caflou connects with Documentero to turn your business data into ready-to-use documents. When new companies, projects, or invoices are created in Caflou, Documentero can generate custom PDFs, Word files, or Excel reports based on your templates. This helps teams quickly produce contracts, reports, or financial documents without copying data manually. The integration works through API or Make, giving you flexible automation options.
Caflou
Documentero
Triggers
Watch Companies — Watches for new companies.
Watch Contact — Watches for new contacts.
Watch Events — Watches for new events.
Watch Projects — Watches for new projects.
Watch Tasks — Watches for new tasks.
Watch Time Entry — Watch Time entry
Watch Timesheets — Watches for new timesheet
Watch Income/Expense — Watches for new Income/Expense records.
Watch invoices — Watch invoices
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Caflou using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Caflou using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF invoices from Caflou invoice records
Create custom Word contracts from new Caflou company entries
Export project status reports from Caflou tasks into PDF format
Generate Excel timesheets from Caflou time entries
Produce PDF event summaries from new Caflou events
Create financial reports in Word or PDF from Caflou income and expense data
Automatically generate client onboarding documents when a new contact is added in Caflou
Export detailed project cost breakdowns from Caflou into Excel
Create professional proposals from new Caflou projects in Word format
Generate weekly activity reports from Caflou timesheets into PDF
How you can use Caflou + Documentero
Client Contracts
Generate a contract in Word or PDF whenever a new company is added in Caflou.
Project Reports
Create a project progress report in PDF when a new project or task is logged in Caflou.
Timesheet Summaries
Automatically produce a formatted Excel timesheet when new time entries appear in Caflou.
Invoice Documents
Generate a PDF invoice from a Caflou invoice record using a custom Documentero template.
Expense Reports
Create a monthly expense report in PDF whenever new income or expense records are added in Caflou.
Setup Guides
Make Tutorial: Integrate Caflou with Documentero
- Create a new scenario in Make.
- Add Caflou to the scenario and choose one of the triggers (Watch Companies, Watch Contact, Watch Events). 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 Caflou trigger.
- Run or schedule your scenario and verify the output.
