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Easy Project - Create PDF, Word, Excel Documents
Easy Project connects with Documentero to turn your project data into ready-to-use documents. You can automatically create reports, summaries, or invoices whenever new tasks, projects, or time entries are added. The integration works through API, Make, or Zapier, making it simple to generate .docx, .pdf, or .xlsx files directly from your project updates.
Easy Project
Documentero
Triggers
Watch New Tasks — Triggers when new task has been created.
Watch New Projects — Triggers when a new project has been created.
Watch New Time Entries — Triggers when a new time entry has been created.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Easy Project using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Easy Project using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate project kickoff documents from new Easy Project projects
Create PDF task reports from new Easy Project tasks
Export logged time entries into Excel invoices
Generate weekly progress summaries from Easy Project data
Create project closure reports in Word format
Automatically generate client-ready PDF updates when new projects start
Export Easy Project tasks into formatted Excel sheets
Create detailed team workload reports from new task entries
Generate time tracking summaries in PDF format
Automatically create project milestone documents from Easy Project updates
How you can use Easy Project + Documentero
Project Status Report
Generate a PDF project status report whenever a new project is created in Easy Project.
Task Summary Document
Create a Word document summarizing new tasks as they are added, ready to share with stakeholders.
Time Entry Invoice
Automatically generate an invoice in Excel format whenever new time entries are logged.
Weekly Progress Report
Compile all new tasks and projects into a weekly progress report document.
Client Update PDF
Send a formatted PDF update to clients whenever a new project starts in Easy Project.
Setup Guides
Zapier Tutorial: Integrate Easy Project with Documentero
- Create a new Zap in Zapier.
- Add Easy Project to the zap and choose one of the triggers (Watch New Tasks, Watch New Projects, Watch New Time Entries). 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 Easy Project trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Easy Project with Documentero
- Create a new scenario in Make.
- Add Easy Project to the scenario and choose one of the triggers (Watch New Tasks, Watch New Projects, Watch New Time Entries). 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 Easy Project trigger.
- Run or schedule your scenario and verify the output.
