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Caspio - Create PDF, Word, Excel Documents
Caspio connects with Documentero through integration platforms like Zapier, Make, API, or n8n, allowing you to turn data from your Caspio apps into ready-to-use documents. Even without direct triggers, you can set up workflows that pull records from Caspio and send them to Documentero for generating PDFs, Word files, or spreadsheets. This makes it easy to produce professional documents based on your Caspio database without manual formatting.
Caspio
Documentero
Triggers
Watch Records Created — Module can't be implemented. Tables don't always have primary key that can be used as ID to determine their order.
Watch Records Events — Module can't be implemented yet, Caspio don't have webhooks.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Caspio using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Caspio using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF invoices from Caspio order records
Create Word contracts from Caspio client data
Export Caspio database entries into Excel reports
Generate training certificates in PDF from Caspio course completions
Produce HR letters from Caspio employee information
Build custom financial reports from Caspio data in .xlsx format
Create branded proposals from Caspio project records
Generate shipping documents from Caspio inventory tables
Export Caspio survey results into formatted PDF summaries
Produce compliance documents from Caspio regulatory data
How you can use Caspio + Documentero
Client Contracts
Pull client details stored in Caspio and generate contract documents in .docx or PDF format using Documentero templates.
Custom Reports
Export filtered Caspio data into formatted Excel reports created with Documentero.
Invoices
Use Caspio order records to automatically create invoices with Documentero’s invoice templates.
Certificates
Generate certificates in PDF format from Caspio training or event completion records.
HR Letters
Produce offer letters or employment confirmations by combining Caspio employee data with Documentero templates.
Setup Guides
Zapier Tutorial: Integrate Caspio with Documentero
- Create a new Zap in Zapier.
- Add Caspio to the zap and choose one of the triggers (Watch Records Created, Watch Records 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 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 Caspio trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Caspio with Documentero
- Create a new scenario in Make.
- Add Caspio to the scenario and choose one of the triggers (Watch Records Created, Watch Records 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 Caspio trigger.
- Run or schedule your scenario and verify the output.
n8n Tutorial: Integrate Caspio with Documentero
- Create a new workflow in n8n.
- Add Caspio to the workflow and choose one of the triggers (Watch Records Created, Watch Records 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 n8n: Add Documentero as the next step and connect it using your API key.
- In your workflow, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Caspio trigger.
- Execute (or activate) your workflow and verify the output.
