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ConvertKit - Create PDF, Word, Excel Documents
ConvertKit connects with Documentero to automatically create personalized documents whenever subscriber activity happens in your account. For example, when someone signs up through a form or joins a sequence, Documentero can generate welcome letters, onboarding PDFs, or reports. This integration works through tools like Zapier, Make, or API connections, making it easy to link subscriber actions with ready-to-use documents in .docx, .pdf, or .xlsx formats.
ConvertKit
Documentero
Triggers
Watch Course/Sequence Subscriptions. — Triggers when a user subscribes to particular sequence.
Watch Form Subscriptions — Triggers when a new user subscribes through the form.
Watch Subscriber Activated — Triggers when a new activated.
Watch Tag Added — Triggers when a particular tag added to any subscriber.
Watch Tag Removed — Triggers when a particular tag removed from any subscriber.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from ConvertKit using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from ConvertKit using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF certificates from ConvertKit course completions
Create onboarding documents when new subscribers join through ConvertKit forms
Export subscriber activity reports from ConvertKit into .xlsx files
Generate personalized welcome letters when a ConvertKit tag is added
Create cancellation confirmation PDFs when a ConvertKit tag is removed
Automatically generate membership agreements from ConvertKit sequence subscriptions
Create thank-you letters in .docx format for new ConvertKit subscribers
Export ConvertKit subscriber data into formatted PDF reports
Generate personalized course guides when subscribers activate in ConvertKit
Create renewal reminder documents based on ConvertKit tag changes
How you can use ConvertKit + Documentero
Welcome Packets
Generate a personalized PDF welcome packet when a new subscriber joins through a ConvertKit form.
Course Certificates
Automatically create a course completion certificate in .docx or .pdf when a subscriber finishes a sequence.
Subscriber Reports
Produce a detailed .xlsx report each time a new subscriber is activated.
Tag-Based Letters
Send a custom letter in PDF format whenever a specific tag is added to a subscriber.
Unsubscription Records
Create a record in .docx format when a tag is removed from a subscriber, documenting the change.
Setup Guides
Zapier Tutorial: Integrate ConvertKit with Documentero
- Create a new Zap in Zapier.
- Add ConvertKit to the zap and choose one of the triggers (Watch Course/Sequence Subscriptions., Watch Form Subscriptions, Watch Subscriber Activated). 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 ConvertKit trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate ConvertKit with Documentero
- Create a new scenario in Make.
- Add ConvertKit to the scenario and choose one of the triggers (Watch Course/Sequence Subscriptions., Watch Form Subscriptions, Watch Subscriber Activated). 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 ConvertKit trigger.
- Run or schedule your scenario and verify the output.
n8n Tutorial: Integrate ConvertKit with Documentero
- Create a new workflow in n8n.
- Add ConvertKit to the workflow and choose one of the triggers (Watch Course/Sequence Subscriptions., Watch Form Subscriptions, Watch Subscriber Activated). 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 ConvertKit trigger.
- Execute (or activate) your workflow and verify the output.
Power Automate Tutorial: Integrate ConvertKit with Documentero
- Create a new flow in Power Automate.
- Add ConvertKit to the flow and choose one of the triggers (Watch Course/Sequence Subscriptions., Watch Form Subscriptions, Watch Subscriber Activated). 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 ConvertKit trigger.
- Test and save your flow.
