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Cognito Forms - Create PDF, Word, Excel Documents
Cognito Forms connects with Documentero to turn form submissions into ready-to-use documents. When someone fills out or updates a form, the data can automatically generate PDFs, Word files, or spreadsheets using your custom templates. This makes it easy to produce contracts, invoices, reports, or records without manual formatting. You can set up the integration through API, Zapier, Make, or Power Automate depending on your workflow.
Cognito Forms
Documentero
Triggers
Watch entry deleted — Triggers when an entry is deleted
Watch new entries — Triggers when a new entry is submitted to your form
Watch updates — Triggers when an entry is updated.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Cognito Forms using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Cognito Forms using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF contracts from Cognito Forms submissions
Create Word proposals from new client form entries
Export Cognito Forms order data into Excel spreadsheets
Generate PDF receipts when a payment form is submitted
Create onboarding documents from employee application forms
Automatically generate progress reports from project update forms
Export survey results into formatted PDF summaries
Create customized certificates from event registration forms
Generate purchase orders in Word from supplier request forms
Automatically create compliance documents from safety checklist forms
How you can use Cognito Forms + Documentero
Create invoices from order forms
Automatically generate a PDF invoice in Documentero whenever a customer submits a product order in Cognito Forms.
Generate contracts from client intake forms
Turn new client submissions into contract documents formatted with your own template.
Produce reports from survey responses
Every time a survey is completed in Cognito Forms, Documentero can build a professional report in .docx or .pdf.
Build attendance sheets from registration forms
When participants register for an event, Documentero creates an updated attendance sheet in Excel.
Update employee records
Changes made in HR forms can trigger Documentero to generate updated employee record files.
Setup Guides
Zapier Tutorial: Integrate Cognito Forms with Documentero
- Create a new Zap in Zapier.
- Add Cognito Forms to the zap and choose one of the triggers (Watch entry deleted, Watch new entries, Watch updates). 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 Cognito Forms trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Cognito Forms with Documentero
- Create a new scenario in Make.
- Add Cognito Forms to the scenario and choose one of the triggers (Watch entry deleted, Watch new entries, Watch updates). 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 Cognito Forms trigger.
- Run or schedule your scenario and verify the output.
Power Automate Tutorial: Integrate Cognito Forms with Documentero
- Create a new flow in Power Automate.
- Add Cognito Forms to the flow and choose one of the triggers (Watch entry deleted, Watch new entries, Watch updates). 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 Power Automate: Add Documentero as the next step and connect it using your API key.
- In your flow, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Cognito Forms trigger.
- Test and save your flow.
