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Coda - Create PDF, Word, Excel Documents
Coda connects with Documentero to turn your tables and docs into ready-to-use files like contracts, reports, or invoices. With triggers for new or updated rows, you can automatically send data to Documentero and generate .docx, .pdf, or .xlsx files. The integration works through API or automation tools like Make, Zapier, and n8n, so you can set up document creation without manual exporting.
Coda
Documentero
Triggers
Watch Docs — Triggers when a doc is created or updated.
Watch New Rows — Triggers when a new row is created in selected table.
Watch Updated Rows — Triggers when an existing row is updated in selected table.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Coda using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Coda using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF reports from Coda tables
Create Word contracts from Coda client records
Export Coda project updates into Excel files
Build formatted invoices from Coda order data
Send updated Coda docs to Documentero for PDF creation
Generate HR documents from new employee rows in Coda
Export Coda survey results into a polished report
Create financial spreadsheets from Coda budget tables
Automatically generate proposals from Coda deal entries
Produce training manuals from updated Coda documentation
How you can use Coda + Documentero
Generate invoices from Coda rows
When a new row with order details is added in Coda, Documentero creates a PDF invoice automatically.
Create project reports
Each time a project status table is updated in Coda, Documentero generates a .docx report with the latest information.
Export meeting notes
After a meeting doc is updated in Coda, Documentero produces a formatted PDF to share with the team.
Build financial summaries
Coda tables with monthly expenses can be exported into an .xlsx summary file using Documentero.
Prepare client contracts
Adding client details in Coda triggers Documentero to generate a ready-to-sign contract.
Setup Guides
Zapier Tutorial: Integrate Coda with Documentero
- Create a new Zap in Zapier.
- Add Coda to the zap and choose one of the triggers (Watch Docs, Watch New Rows, Watch Updated Rows). 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 Coda trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Coda with Documentero
- Create a new scenario in Make.
- Add Coda to the scenario and choose one of the triggers (Watch Docs, Watch New Rows, Watch Updated Rows). 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 Coda trigger.
- Run or schedule your scenario and verify the output.
n8n Tutorial: Integrate Coda with Documentero
- Create a new workflow in n8n.
- Add Coda to the workflow and choose one of the triggers (Watch Docs, Watch New Rows, Watch Updated Rows). 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 Coda trigger.
- Execute (or activate) your workflow and verify the output.
