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Cflow - Create PDF, Word, Excel Documents
Cflow connects with Documentero to turn workflow events into ready-to-use documents. When a process is approved or a new record is created in Cflow, Documentero can automatically generate formatted files like contracts, reports, or invoices. The integration works through API or automation tools such as Zapier, Make, or n8n, making it easy to link workflow data with custom templates. This setup helps teams ensure that every approved process is documented consistently without extra manual work.
Cflow
Documentero
Triggers
Watch Process Approval — Triggers when a process for a workflow gets Approved.
Watch Process Initiate — Triggers when a new record is created or initiated for a process.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Cflow using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Cflow using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF contracts from approved workflows in Cflow
Create DOCX reports from new process records in Cflow
Export XLSX data sheets whenever a workflow is approved in Cflow
Generate client invoices from Cflow approvals using Documentero templates
Build HR letters from new employee processes in Cflow
Create purchase order documents from approved requests in Cflow
Automatically generate compliance documents from workflow approvals in Cflow
Produce project status reports in PDF from initiated workflows in Cflow
Generate vendor agreements when procurement workflows are approved in Cflow
Create training completion certificates from approved training workflows in Cflow
How you can use Cflow + Documentero
Generate Approval Certificates
When a process is approved in Cflow, Documentero creates a PDF certificate confirming the approval.
Create Onboarding Forms
Each time a new employee record is initiated in Cflow, Documentero generates a personalized onboarding form in DOCX.
Build Expense Reports
Trigger Documentero to compile an expense report in XLSX whenever an expense workflow is approved in Cflow.
Draft Service Agreements
Upon approval of a client project in Cflow, Documentero produces a service agreement using the project details.
Produce Meeting Summaries
When a meeting workflow is completed in Cflow, Documentero generates a PDF summary with all the recorded notes.
Setup Guides
Zapier Tutorial: Integrate Cflow with Documentero
- Create a new Zap in Zapier.
- Add Cflow to the zap and choose one of the triggers (Watch Process Approval, Watch Process Initiate). 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 Cflow trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Cflow with Documentero
- Create a new scenario in Make.
- Add Cflow to the scenario and choose one of the triggers (Watch Process Approval, Watch Process Initiate). 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 Cflow trigger.
- Run or schedule your scenario and verify the output.
n8n Tutorial: Integrate Cflow with Documentero
- Create a new workflow in n8n.
- Add Cflow to the workflow and choose one of the triggers (Watch Process Approval, Watch Process Initiate). 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 Cflow trigger.
- Execute (or activate) your workflow and verify the output.
