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DEAR Inventory - Create PDF, Word, Excel Documents
DEAR Inventory (Cin7 Core) integrates with Documentero to automatically create professional documents from your inventory, sales, and customer data. Whenever new sales invoices, payments, or customer updates occur, Documentero can generate ready-to-share PDFs, Word files, or Excel reports. This connection helps businesses keep their records accurate and generate custom paperwork without manual input. By linking both tools, you can save time on repetitive documentation tasks and focus on daily operations.
DEAR Inventory
Documentero
Triggers
Watch New or Updated Customer — Triggers when a new customer has been created or updated.
Watch New or Updated Supplier — Triggers when a supplier has been created or updated.
Watch New Payment — Triggers when a new payment has been received.
Watch New Sale Credit Note Authorised — Triggers when a new sale credit note is authorized.
Watch New Sale Invoice Authorized — Triggers when a new sale invoice has been authorized.
Watch New Sale Shipment Tracking Number Changed — Triggers when a sale shipment tracking number is changed.
Watch New Sale Voided — Triggers when a new sale has been voided.
Watch New Stock Level Update — Triggers when a change is made to product availability.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from DEAR Inventory using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from DEAR Inventory using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF sales invoices from DEAR Inventory data
Create customized supplier agreements from DEAR Inventory updates
Export customer lists from DEAR Inventory into formatted Excel files
Build payment confirmation letters from DEAR Inventory transactions
Generate sales credit note summaries as Word documents
Produce shipment tracking reports from DEAR Inventory changes
Create voided sales reports directly from DEAR Inventory events
Export updated stock level reports into Excel using Documentero
Generate customer onboarding packets from DEAR Inventory records
Create monthly sales summaries from DEAR Inventory invoices
How you can use DEAR Inventory + Documentero
Customer Profile Sheets
Generate a PDF document with customer details each time a new customer is added or updated in DEAR Inventory.
Supplier Contracts
Automatically create Word documents with supplier information when a new supplier is added.
Payment Receipts
Produce PDF receipts whenever a new payment is recorded in DEAR Inventory.
Sales Credit Note Reports
Generate Excel reports whenever a new sales credit note is authorized.
Shipment Tracking Updates
Create updated shipment documents when a sale shipment tracking number changes.
Setup Guides
Make Tutorial: Integrate DEAR Inventory with Documentero
- Create a new scenario in Make.
- Add DEAR Inventory to the scenario and choose one of the triggers (Watch New or Updated Customer, Watch New or Updated Supplier, Watch New Payment). 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 DEAR Inventory trigger.
- Run or schedule your scenario and verify the output.
