C
Checkvist - Create PDF, Word, Excel Documents
Checkvist connects with Documentero to turn your task lists and checklists into ready-to-use documents. When new list items or checklists are created in Checkvist, they can automatically trigger document generation in formats like PDF, DOCX, or XLSX. This makes it easy to turn brainstorming notes, project outlines, or task reports into professional files you can share or archive.
Checkvist
Documentero
Triggers
Watch List Items — Triggers when a new list item is created in a chosen list.
Watch Checklists — Triggers when a new list is created.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Checkvist using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Checkvist using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF reports from Checkvist tasks
Create DOCX project outlines from new Checkvist checklists
Export Checkvist task lists into XLSX spreadsheets
Generate formatted task summaries from Checkvist items
Create professional reports from Checkvist meeting notes
Export Checkvist checklists into client-ready documents
Automatically generate team task updates from Checkvist
Create structured documentation from Checkvist brainstorming lists
Export Checkvist project milestones into PDF files
Generate archive-ready DOCX files from Checkvist task lists
How you can use Checkvist + Documentero
Meeting Notes to PDF
Capture meeting tasks in Checkvist and automatically generate a PDF summary using Documentero.
Project Plan Export
When a new project checklist is created in Checkvist, trigger Documentero to produce a formatted DOCX project plan.
Task Report for Clients
Convert completed Checkvist list items into a polished XLSX report for client updates.
Daily Task Digest
Generate a daily PDF digest of new tasks added in Checkvist with Documentero.
Checklist Archive
Whenever a new checklist is created, automatically save a DOCX version for record-keeping.
Setup Guides
Zapier Tutorial: Integrate Checkvist with Documentero
- Create a new Zap in Zapier.
- Add Checkvist to the zap and choose one of the triggers (Watch List Items, Watch Checklists). 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 Checkvist trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Checkvist with Documentero
- Create a new scenario in Make.
- Add Checkvist to the scenario and choose one of the triggers (Watch List Items, Watch Checklists). 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 Checkvist trigger.
- Run or schedule your scenario and verify the output.
