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Fakturoid - Create PDF, Word, Excel Documents
Fakturoid connects with Documentero to turn your invoice and contact data into ready-to-use documents. Whenever a new invoice is created or its status changes, Documentero can generate PDF or Word files based on your own templates. This means you can quickly prepare payment reminders, customer reports, or financial summaries without manual editing. The integration works through API or Make, giving you flexible ways to automate your document workflows.
Fakturoid
Documentero
Triggers
Watch Contacts — Triggers when a new contact is added.
Watch New Invoices — Triggers when a new invoice is created.
Watch Invoice Events — Triggers when an invoice status changes to "Overdue" or "Paid".
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Fakturoid using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Fakturoid using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF invoices from Fakturoid data
Create overdue payment letters from Fakturoid invoice events
Export Fakturoid contacts into formatted Word documents
Generate Excel reports of all invoices created in Fakturoid
Produce payment confirmation receipts when Fakturoid invoices are marked as paid
Automatically create customer account summaries from Fakturoid and Documentero
Generate financial reports from Fakturoid invoice records in Excel
Prepare personalized client letters when new contacts are added in Fakturoid
Create PDF statements of outstanding invoices from Fakturoid
Export Fakturoid invoice details into custom Word templates for record keeping
How you can use Fakturoid + Documentero
Invoice PDF Generation
When a new invoice is created in Fakturoid, Documentero automatically generates a branded PDF invoice using your custom template.
Overdue Payment Reminder
If an invoice becomes overdue in Fakturoid, Documentero creates a reminder letter in Word format that can be emailed to the client.
Customer Contact Reports
Every time a new contact is added in Fakturoid, Documentero prepares a formatted contact profile document.
Monthly Invoice Summary
At the end of the month, Documentero compiles all invoices from Fakturoid into a single Excel report.
Paid Invoice Receipt
When an invoice is marked as paid in Fakturoid, Documentero generates a receipt PDF to send to the customer.
Setup Guides
Make Tutorial: Integrate Fakturoid with Documentero
- Create a new scenario in Make.
- Add Fakturoid to the scenario and choose one of the triggers (Watch Contacts, Watch New Invoices, Watch Invoice 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 Fakturoid trigger.
- Run or schedule your scenario and verify the output.
