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Crocoblock - Create PDF, Word, Excel Documents
Crocoblock works with Documentero by sending data from WordPress websites directly into ready-made templates for documents. When new entries or updates happen in Crocoblock, Documentero can generate PDF, Word, or Excel files automatically. This setup helps users create professional documents without manual exporting or copying data. The connection can be made through API or Make for flexible automation.
Crocoblock
Documentero
Triggers
Watch All Data — Watch All Data
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Crocoblock using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Crocoblock using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF invoices from Crocoblock form entries
Create Word contracts from Crocoblock client submissions
Export Crocoblock booking details into Excel sheets
Generate personalized certificates from Crocoblock membership forms
Build custom proposals from Crocoblock project requests
Create PDF reports from Crocoblock survey results
Produce shipping documents from Crocoblock order data
Generate Excel summaries of Crocoblock event registrations
Create branded receipts from Crocoblock payment forms
Export Crocoblock lead data into Word documents for sales teams
How you can use Crocoblock + Documentero
Generate invoices from bookings
When a customer books a service through a Crocoblock form, Documentero creates an invoice in PDF format using a custom template.
Create contracts from client data
Client details submitted via Crocoblock can be sent to Documentero to produce a contract in Word format.
Export order summaries
Crocoblock order information can be automatically turned into Excel spreadsheets for record-keeping with Documentero.
Produce membership certificates
When a new member registers through Crocoblock, Documentero generates a personalized certificate in PDF.
Build project proposals
Data collected from Crocoblock forms can be used by Documentero to create tailored project proposal documents.
Setup Guides
Make Tutorial: Integrate Crocoblock with Documentero
- Create a new scenario in Make.
- Add Crocoblock to the scenario and choose one of the triggers (Watch All Data). 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 Crocoblock trigger.
- Run or schedule your scenario and verify the output.
