E
Evernote - Create PDF, Word, Excel Documents
Evernote can connect with Documentero to turn your notes into ready-to-use documents. Whenever you create or update a note in a chosen notebook, Documentero can generate a PDF, Word, or Excel file from your custom templates. This integration works through API, Make, or Zapier, giving you flexibility in how you set up automated document creation. It’s a practical way to move from note-taking to professional files without manual formatting.
Evernote
Documentero
Triggers
Watch notes — Triggers when a note is created or updated in a selected notebook.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Evernote using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Evernote using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF reports from Evernote notes
Create Word documents from Evernote meeting notes
Export Evernote research notes into Excel spreadsheets
Convert Evernote client notes into formatted contracts
Build project status reports from Evernote updates
Produce training manuals from Evernote content
Generate daily logs from Evernote into PDF archives
Create financial summaries from Evernote expense notes
Export Evernote brainstorming sessions into Word templates
Turn Evernote task lists into Excel tracking sheets
How you can use Evernote + Documentero
Meeting Notes to PDF
Create a polished PDF every time a new meeting note is added in Evernote.
Research Summaries to Word
Export research notes into a formatted Word report for sharing with colleagues.
Project Logs to Excel
Generate an Excel file from project notes to track progress and milestones.
Client Notes to Contracts
Turn client notes into a contract document using a pre-made template.
Daily Journal to Archive
Automatically archive daily journal entries from Evernote into PDF files.
Setup Guides
Zapier Tutorial: Integrate Evernote with Documentero
- Create a new Zap in Zapier.
- Add Evernote to the zap and choose one of the triggers (Watch notes). 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 Evernote trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Evernote with Documentero
- Create a new scenario in Make.
- Add Evernote to the scenario and choose one of the triggers (Watch notes). 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 Evernote trigger.
- Run or schedule your scenario and verify the output.
