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Fibery - Create PDF, Word, Excel Documents
Fibery connects with Documentero to automatically turn your project data into ready-to-share files. When tasks, documents, or other entities are created or updated in Fibery, you can trigger custom templates in Documentero to produce PDFs, Word docs, or Excel reports. This helps teams keep records updated and share information in the exact format they need without manual exporting.
Fibery
Documentero
Triggers
Watch Events — Triggers when an Entity (Task, Document, etc.) is created, updated or deleted.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Fibery using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Fibery using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF reports from Fibery project updates
Create Word documents from new Fibery tasks
Export Fibery entities into Excel for data analysis
Generate client-ready documents from Fibery deliverables
Create branded templates for Fibery project summaries
Automatically export Fibery meeting notes into PDF format
Generate Excel files from Fibery task lists
Create Word reports from Fibery research documents
Export Fibery workflow updates into PDF status reports
Automatically generate Excel logs from Fibery entity changes
How you can use Fibery + Documentero
Project Status Reports
Generate a PDF report whenever a project entity is updated in Fibery.
Task Summaries
Create a Word document with task details when a new task is added in Fibery.
Client Deliverables
Export Fibery data into a branded document template for client presentations.
Meeting Notes Archive
Automatically produce a PDF of meeting notes when a document is finalized in Fibery.
Team Activity Logs
Generate Excel spreadsheets of entity changes to track team activity over time.
Setup Guides
Zapier Tutorial: Integrate Fibery with Documentero
- Create a new Zap in Zapier.
- Add Fibery to the zap and choose one of the triggers (Watch 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 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 Fibery trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Fibery with Documentero
- Create a new scenario in Make.
- Add Fibery to the scenario and choose one of the triggers (Watch 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 Fibery trigger.
- Run or schedule your scenario and verify the output.
