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elopage - Create PDF, Word, Excel Documents
By connecting elopage with Documentero, you can automatically create professional documents whenever payments or refunds occur. This integration helps entrepreneurs quickly generate invoices, receipts, or financial reports without manual work. With support for .docx, .pdf, and .xlsx, you can keep accurate records and share them with customers or team members instantly.
elopage
Documentero
Triggers
Watch Refunds — Triggers when a new refund has been processed.
Watch Payments — Triggers when a payment has been created.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from elopage using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from elopage using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF invoices from elopage payments
Create .xlsx sales reports from elopage transaction data
Export customer receipts from elopage into branded documents
Generate refund confirmation letters from elopage events
Create monthly revenue summaries from elopage in .docx format
Automatically generate payout statements for elopage sales
Export elopage membership payments into detailed reports
Create downloadable certificates for course purchases on elopage
Generate financial summaries from elopage refunds and payments
Automatically create audit-ready documents from elopage transactions
How you can use elopage + Documentero
Generate Refund Reports
Whenever a refund is processed in elopage, Documentero can create a detailed PDF report for accounting or customer communication.
Create Payment Invoices
Each new payment in elopage can trigger Documentero to generate a branded invoice in .docx or .pdf format.
Monthly Sales Summary
Automatically collect all payments from elopage and generate an .xlsx summary for bookkeeping.
Customer Receipt Delivery
Send customers a personalized receipt generated by Documentero each time they complete a purchase on elopage.
Finance Team Reports
Provide your finance team with ready-made templates that Documentero fills with elopage payment and refund data.
Setup Guides
Make Tutorial: Integrate elopage with Documentero
- Create a new scenario in Make.
- Add elopage to the scenario and choose one of the triggers (Watch Refunds, Watch Payments). 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 elopage trigger.
- Run or schedule your scenario and verify the output.
