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2all CMS - Create PDF, Word, Excel Documents
2all CMS can be connected with Documentero to automatically turn form entries and order details into professional documents. When new form data or orders are created in 2all CMS, Documentero can generate PDFs, Word files, or Excel reports using custom templates. This makes it easy to create invoices, contracts, or reports directly from the information collected in your CMS.
2all CMS
Documentero
Triggers
Watch Form Data — Triggers when new rows in the selected form are created.
Watch Orders — Triggers when new orders are created.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from 2all CMS using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from 2all CMS using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF invoices from 2all CMS orders
Create Word contracts from 2all CMS form submissions
Export 2all CMS order details into Excel reports
Generate customer confirmation letters from 2all CMS data
Create printable shipping labels from 2all CMS orders
Build service agreements from 2all CMS form entries
Automatically generate purchase receipts from 2all CMS orders
Create onboarding documents from 2all CMS registration forms
Export 2all CMS sales data into monthly PDF summaries
Generate delivery notes from 2all CMS order information
How you can use 2all CMS + Documentero
Generate invoices from orders
When a new order is placed in 2all CMS, Documentero creates a PDF invoice using a predefined template.
Create contracts from form submissions
Automatically generate a contract document whenever a customer fills out a service request form in 2all CMS.
Build order reports
Collect new order data from 2all CMS and export it into an Excel report with Documentero.
Send confirmation documents
Generate a confirmation letter in .docx format when a new form entry is added in 2all CMS.
Produce shipping labels
Use new order details from 2all CMS to create ready-to-print shipping labels in PDF format with Documentero.
Setup Guides
Make Tutorial: Integrate 2all CMS with Documentero
- Create a new scenario in Make.
- Add 2all CMS to the scenario and choose one of the triggers (Watch Form Data, Watch Orders). 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 2all CMS trigger.
- Run or schedule your scenario and verify the output.
