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CommerceHQ - Create PDF, Word, Excel Documents
CommerceHQ connects with Documentero so you can automatically create professional documents whenever new data comes in from your store. Whether it’s generating invoices for paid orders, welcome letters for new customers, or product sheets for updated items, the integration helps you keep your paperwork up to date. You can set up the connection using API, Make, or Zapier, depending on your workflow preferences.
CommerceHQ
Documentero
Triggers
Watch New Customers — Triggers when a new customer is created.
Watch New Paid Orders — Triggers when new paid order is created.
Watch New Products — Triggers when a new product is created.
Watch Updated Products — Triggers when an existing product is updated.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from CommerceHQ using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from CommerceHQ using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF invoices from CommerceHQ paid orders
Create customer onboarding documents when a new CommerceHQ customer is added
Export CommerceHQ product data into DOCX product catalogs
Generate updated product specification PDFs when CommerceHQ items are modified
Produce XLSX order summaries from CommerceHQ transactions
Create printable shipping documents from CommerceHQ paid orders
Automatically generate wholesale price lists from CommerceHQ product updates
Export CommerceHQ customer details into formatted PDF profiles
Generate monthly sales performance reports from CommerceHQ orders
Create product comparison sheets from CommerceHQ product data
How you can use CommerceHQ + Documentero
Generate Order Invoices
Create PDF invoices in Documentero every time a new paid order is received in CommerceHQ.
Customer Welcome Letters
Automatically generate a personalized welcome letter in DOCX format when a new customer signs up in CommerceHQ.
Product Catalog Sheets
Build updated product sheets in PDF whenever a new product is added in CommerceHQ.
Update Product Spec Sheets
Generate revised product specification documents when existing products are updated in CommerceHQ.
Sales Reports
Export an XLSX sales report in Documentero triggered by new paid orders coming from CommerceHQ.
Setup Guides
Zapier Tutorial: Integrate CommerceHQ with Documentero
- Create a new Zap in Zapier.
- Add CommerceHQ to the zap and choose one of the triggers (Watch New Customers, Watch New Paid Orders, Watch New Products). 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 CommerceHQ trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate CommerceHQ with Documentero
- Create a new scenario in Make.
- Add CommerceHQ to the scenario and choose one of the triggers (Watch New Customers, Watch New Paid Orders, Watch New Products). 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 CommerceHQ trigger.
- Run or schedule your scenario and verify the output.
