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Coassemble - Create PDF, Word, Excel Documents

Coassemble connects learners with training content, while Documentero helps turn that activity into professional documents. By linking the two, you can automatically generate reports, certificates, and summaries whenever a course is completed or a new member joins. This integration makes it easy to keep training records, share progress with stakeholders, and create polished files without manual work.

Coassemble logo

Coassemble

Documentero logo

Documentero

Triggers

Watch Courses — Watches for new courses.
Watch Groups — Watches for new groups.
Watch Members — Watches for new members.
Watch Completed Courses — Triggers when a student completes a course.
Watch Enrollments — Triggers when a new student enrolled.

Actions

Create Document - Generate Word, Excel or PDF Document based on data from Coassemble using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Coassemble using Document Template and sends it to the specified email as an attachment.

Use Cases

Automatically generate course completion certificates from Coassemble in PDF format
Create onboarding documents for new Coassemble members using Documentero templates
Export Coassemble enrollment data into a weekly .docx training report
Produce .xlsx spreadsheets of course completion statistics from Coassemble
Generate compliance-ready PDF logs when new Coassemble groups are created
Create personalized training summaries for each Coassemble student in .docx
Automatically generate attendance records when students enroll in new Coassemble courses
Produce branded progress reports from Coassemble training data in PDF
Export Coassemble member lists into structured .xlsx files for HR tracking
Create printable certificates for Coassemble course completions using Documentero

How you can use Coassemble + Documentero

Course Completion Certificates
Automatically create PDF certificates in Documentero whenever a student completes a course in Coassemble.
Enrollment Reports
Generate a .docx report of all new enrollments each week using enrollment data from Coassemble.
Member Onboarding Docs
Produce personalized onboarding documents in Documentero when new members join a Coassemble group.
Training Progress Summaries
Export .xlsx files showing course completion rates from Coassemble to share with managers.
Group Activity Records
Create detailed PDF logs of new groups created in Coassemble for compliance or record-keeping.

Setup Guides

ZapierMake

Zapier Tutorial: Integrate Coassemble with Documentero

  1. Create a new Zap in Zapier.
  2. Add Coassemble to the zap and choose one of the triggers (Watch Courses, Watch Groups, Watch Members). Connect your account and configure the trigger.
  3. Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
  4. In Zapier: Add Documentero as the next step and connect it using your API key.
  5. In your zap, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Coassemble trigger.
  6. Test your zap and turn it on.

Make Tutorial: Integrate Coassemble with Documentero

  1. Create a new scenario in Make.
  2. Add Coassemble to the scenario and choose one of the triggers (Watch Courses, Watch Groups, Watch Members). Connect your account and configure the trigger.
  3. Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
  4. In Make: Add Documentero as the next step and connect it using your API key.
  5. In your scenario, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Coassemble trigger.
  6. Run or schedule your scenario and verify the output.

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