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Convercus Loyalty - Create PDF, Word, Excel Documents
Convercus Loyalty can connect with Documentero to automatically generate personalized documents from loyalty program data. When customer actions trigger events in Convercus, such as point bookings or coupon redemptions, Documentero can create ready-to-use PDF, DOCX, or XLSX files. This setup helps businesses keep accurate records, share updates with customers, or send reports to internal teams without manual work.
Convercus Loyalty
Documentero
Triggers
Instant Webhook — Creates a webhook for the given action and immediately listens to its triggers.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Convercus Loyalty using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Convercus Loyalty using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF receipts from Convercus loyalty transactions
Create Excel reports of coupon redemptions using Documentero templates
Export customer loyalty tier changes into branded DOCX documents
Generate monthly loyalty program summaries from Convercus events
Produce real-time XLSX logs of point bookings for internal tracking
Create personalized reward certificates in PDF format from Convercus data
Automatically generate purchase history reports for loyalty members
Export campaign engagement data into structured Excel files
Create branded welcome letters in DOCX when new customers join the loyalty program
Generate end-of-quarter loyalty performance reports as PDFs
How you can use Convercus Loyalty + Documentero
Customer Reward Report
Generate a PDF report each time a customer reaches a new loyalty tier, showing their points history and benefits.
Coupon Redemption Log
Automatically create an Excel file that tracks all coupon redemptions pushed from Convercus in real time.
Monthly Loyalty Summary
Use Convercus events to trigger Documentero to produce a DOCX summary of customer activity for management reviews.
Purchase Transaction Receipt
Generate a branded PDF receipt through Documentero whenever a purchase transaction is logged in Convercus.
Campaign Performance Sheet
Create an XLSX file that compiles campaign engagement data from Convercus webhooks for analysis.
Setup Guides
Make Tutorial: Integrate Convercus Loyalty with Documentero
- Create a new scenario in Make.
- Add Convercus Loyalty to the scenario and choose one of the triggers (Instant Webhook). 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 Convercus Loyalty trigger.
- Run or schedule your scenario and verify the output.
