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Drip - Create PDF, Word, Excel Documents
Drip connects with Documentero to automatically generate documents whenever new subscriber or campaign events occur. Businesses can use this setup to create personalized reports, welcome letters, or campaign summaries without manual work. By linking Drip data with Documentero templates, teams can quickly produce ready-to-send files in formats like PDF, DOCX, or XLSX. This makes it easy to keep communication and reporting consistent across all customer interactions.
Drip
Documentero
Triggers
Watch Subscribers — Triggers when a new subscriber is added.
Watch Subscribers in the Campaign — Triggers when a new email is subscribed to the campaign.
Watch Events — Triggers when there is a new event to process.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Drip using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Drip using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF welcome letters for new Drip subscribers
Create custom DOCX campaign summaries from Drip data
Export subscriber activity from Drip into XLSX reports
Build personalized onboarding documents when Drip adds a new subscriber
Generate branded certificates for Drip campaign completions
Produce sales-ready lead reports from Drip events in Documentero
Create printable subscriber lists from Drip campaigns in PDF format
Export Drip event history into structured DOCX files
Automatically generate marketing performance reports from Drip data
Create tailored renewal reminders in PDF when Drip detects subscription events
How you can use Drip + Documentero
Welcome Packets
Generate a personalized PDF welcome packet for every new Drip subscriber using Documentero templates.
Campaign Reports
Automatically create a DOCX report summarizing campaign subscriber activity whenever new users join a Drip campaign.
Event Logs
Produce an XLSX file that logs all Drip events and updates it with every new trigger.
Subscriber Certificates
Generate custom certificates in PDF format for subscribers who complete a specific Drip campaign.
Monthly Summaries
Send a monthly DOCX summary of new Drip subscribers to the marketing team using Documentero.
Setup Guides
Zapier Tutorial: Integrate Drip with Documentero
- Create a new Zap in Zapier.
- Add Drip to the zap and choose one of the triggers (Watch Subscribers, Watch Subscribers in the Campaign, Watch Events). 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 Drip trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Drip with Documentero
- Create a new scenario in Make.
- Add Drip to the scenario and choose one of the triggers (Watch Subscribers, Watch Subscribers in the Campaign, Watch Events). 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 Drip trigger.
- Run or schedule your scenario and verify the output.
