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CommCare - Create PDF, Word, Excel Documents
CommCare integrates with Documentero to turn mobile data collection into ready-to-use documents. Every time a new form or case is created in CommCare, Documentero can generate a PDF, Word, or Excel file based on your custom template. This makes it easy to produce reports, case summaries, or records without manual formatting. The integration works through API, Make, or Zapier connections for flexible setup.
CommCare
Documentero
Triggers
Watch New Form Submission — Triggers when a new form is submitted.
Watch New Case — Triggers when a new case is created.
Watch Updated Case — Triggers when an existing case is modified.
Watch New or Updated Case — Triggers when a new case is created or an existing case is modified.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from CommCare using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from CommCare using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF reports from CommCare form submissions
Create Word documents for every new case created in CommCare
Export updated CommCare case data into Excel files
Produce printable intake forms from CommCare case entries
Generate progress tracking reports when CommCare cases are modified
Build structured Excel logs from daily CommCare submissions
Create formatted client summaries from CommCare mobile data
Automatically prepare PDF case files from CommCare updates
Generate Word-based field visit reports from CommCare forms
Export CommCare case details into Excel for team analysis
How you can use CommCare + Documentero
Field Survey Reports
When a field worker submits a survey in CommCare, Documentero automatically creates a PDF report from the collected data.
Case Intake Summaries
Each time a new case is opened in CommCare, Documentero generates a Word file with the case details for record keeping.
Updated Case Records
If a case is updated in CommCare, Documentero produces a new version of the case summary in Excel for tracking changes.
Daily Submission Logs
All new form submissions from CommCare can be exported into a structured Excel file through Documentero each day.
Client Progress Reports
When a case is modified in CommCare, Documentero creates a PDF progress report that can be shared with stakeholders.
Setup Guides
Zapier Tutorial: Integrate CommCare with Documentero
- Create a new Zap in Zapier.
- Add CommCare to the zap and choose one of the triggers (Watch New Form Submission, Watch New Case, Watch Updated Case). 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 CommCare trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate CommCare with Documentero
- Create a new scenario in Make.
- Add CommCare to the scenario and choose one of the triggers (Watch New Form Submission, Watch New Case, Watch Updated Case). 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 CommCare trigger.
- Run or schedule your scenario and verify the output.
