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DocuWare - Create PDF, Word, Excel Documents
DocuWare can connect with Documentero to turn data from your document workflows into ready-to-use files. By setting up a webhook in DocuWare, information can be sent directly to Documentero for generating PDFs, Word documents, or Excel reports based on your templates. This connection works through API, Make, or Power Automate, giving you flexible ways to automate document creation. It helps teams save time by producing consistent files right when new data arrives in DocuWare.
DocuWare
Documentero
Triggers
Receive a Webhook — Triggers when webhook receives data from DocuWare. Configure webhook also in DocuWare.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from DocuWare using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from DocuWare using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF invoices from DocuWare data using Documentero
Create Word contracts from DocuWare records with Documentero templates
Export DocuWare form entries into Excel reports through Documentero
Build HR agreement documents from DocuWare employee files with Documentero
Produce client proposals from DocuWare project data using Documentero
Generate compliance reports from DocuWare archives via Documentero
Create purchase orders from DocuWare workflow data through Documentero
Export meeting minutes stored in DocuWare into formatted PDFs with Documentero
Automatically generate shipping documents from DocuWare order entries using Documentero
Create audit-ready financial statements from DocuWare records with Documentero
How you can use DocuWare + Documentero
Client Contracts
When a new contract is stored in DocuWare, send the details to Documentero to generate a signed-ready contract document.
Invoice Creation
Trigger Documentero to create PDF invoices from stored order data in DocuWare.
HR Onboarding Forms
Automatically generate onboarding documents like employee agreements when new hire data is added to DocuWare.
Monthly Reports
Use Documentero to create Excel reports from DocuWare records at the end of each month.
Project Proposals
When project details are uploaded in DocuWare, generate a formatted proposal document through Documentero.
Setup Guides
Make Tutorial: Integrate DocuWare with Documentero
- Create a new scenario in Make.
- Add DocuWare to the scenario and choose one of the triggers (Receive a 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 DocuWare trigger.
- Run or schedule your scenario and verify the output.
Power Automate Tutorial: Integrate DocuWare with Documentero
- Create a new flow in Power Automate.
- Add DocuWare to the flow and choose one of the triggers (Receive a 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 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 DocuWare trigger.
- Test and save your flow.
