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ConvertBox - Create PDF, Word, Excel Documents
ConvertBox integrates with Documentero by turning submitted form data into ready-to-use documents. When a visitor fills out a ConvertBox form, the details can be sent directly to Documentero to generate files like contracts, reports, or registration forms. This connection helps businesses quickly move from online interactions to professional documents without manual copying. It works through popular automation tools such as Zapier, Make, Power Automate, or direct API calls.
ConvertBox
Documentero
Triggers
Watch Form Submitted — Triggers when a form is submitted.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from ConvertBox using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from ConvertBox using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF contracts from ConvertBox form data
Create personalized welcome letters after a ConvertBox signup
Export ConvertBox leads into branded proposal documents
Generate Excel reports from ConvertBox survey submissions
Create custom certificates from ConvertBox event registrations
Automatically generate NDAs when a ConvertBox form is completed
Produce shipping labels from ConvertBox order forms
Create HR onboarding forms from ConvertBox job applications
Generate donation receipts from ConvertBox fundraising forms
Export ConvertBox quiz results into formatted PDF summaries
How you can use ConvertBox + Documentero
Generate contracts from form submissions
When a user submits a ConvertBox form requesting a service, Documentero can automatically create a customized contract in PDF or DOCX format.
Create onboarding documents
Use ConvertBox forms to collect new client information and instantly generate a personalized onboarding packet through Documentero.
Produce event registration confirmations
Capture attendee details with ConvertBox and generate personalized registration confirmations or tickets with Documentero.
Generate invoices
When a ConvertBox form captures order information, Documentero can create an invoice in PDF or Excel format and send it to the customer.
Build custom reports
Collect survey or feedback data via ConvertBox and automatically turn it into a structured report using Documentero templates.
Setup Guides
Zapier Tutorial: Integrate ConvertBox with Documentero
- Create a new Zap in Zapier.
- Add ConvertBox to the zap and choose one of the triggers (Watch Form Submitted ). 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 ConvertBox trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate ConvertBox with Documentero
- Create a new scenario in Make.
- Add ConvertBox to the scenario and choose one of the triggers (Watch Form Submitted ). 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 ConvertBox trigger.
- Run or schedule your scenario and verify the output.
n8n Tutorial: Integrate ConvertBox with Documentero
- Create a new workflow in n8n.
- Add ConvertBox to the workflow and choose one of the triggers (Watch Form Submitted ). 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 ConvertBox trigger.
- Execute (or activate) your workflow and verify the output.
Power Automate Tutorial: Integrate ConvertBox with Documentero
- Create a new flow in Power Automate.
- Add ConvertBox to the flow and choose one of the triggers (Watch Form Submitted ). 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 ConvertBox trigger.
- Test and save your flow.
