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Evolio - Create PDF, Word, Excel Documents
Evolio works with Documentero by tracking document and folder changes and triggering automatic generation of new files. When a new document or folder is created in Evolio, Documentero can instantly produce a ready-to-use .docx, .pdf, or .xlsx file from your chosen template. The integration also responds to edits or deletions, ensuring that updated or archived records are always reflected in generated documents. This connection helps keep your records consistent and up to date without manual exporting.
Evolio
Documentero
Triggers
Watch Deleted Folders and Documents — Watches deleted folders and documents.
Watch Document Name Changes — Watches document name changes.
Watch Document Content Changes — Watches modified document content.
Watch New Documents — Watches new documents.
Watch New Folders — Watches new folders.
Watch Folder Name Changes — Watches folder name changes.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Evolio using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Evolio using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF contracts from new Evolio documents
Create Excel reports when new folders are added in Evolio
Export updated document titles from Evolio into formatted Word files
Generate compliance logs when Evolio documents are deleted
Produce PDF snapshots of edited Evolio documents
Create onboarding packets when a new folder is created in Evolio
Export Evolio document changes into structured Excel sheets
Automatically generate case summaries from Evolio document updates
Create PDF archives when folders are removed in Evolio
Generate formatted Word reports from new Evolio case files
How you can use Evolio + Documentero
New Contract Creation
When a new contract document is added in Evolio, Documentero generates a polished PDF version from a legal template.
Folder Tracking Reports
Each time a new folder is created in Evolio, Documentero produces an Excel report summarizing its contents.
Updated Document Titles
When a document's name changes in Evolio, Documentero automatically updates the related .docx file with the correct title.
Deleted File Audit
If a document is deleted in Evolio, Documentero can generate an audit PDF listing removed files for compliance purposes.
Edited Document Summary
When a document is edited in Evolio, Documentero creates a versioned PDF snapshot for tracking changes.
Setup Guides
Zapier Tutorial: Integrate Evolio with Documentero
- Create a new Zap in Zapier.
- Add Evolio to the zap and choose one of the triggers (Watch Deleted Folders and Documents, Watch Document Name Changes, Watch Document Content Changes). 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 Evolio trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Evolio with Documentero
- Create a new scenario in Make.
- Add Evolio to the scenario and choose one of the triggers (Watch Deleted Folders and Documents, Watch Document Name Changes, Watch Document Content Changes). 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 Evolio trigger.
- Run or schedule your scenario and verify the output.
