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Filestage - Create PDF, Word, Excel Documents
Filestage connects with Documentero to turn approved files into ready-to-use documents. Once a file review is completed in Filestage, Documentero can automatically generate PDFs, Word files, or spreadsheets based on your templates. This saves time by moving directly from approval to document creation without extra steps. The integration works through API, Make, or Zapier, giving you flexible ways to set up the workflow.
Filestage
Documentero
Triggers
Watch Events — Triggers when one event from the list has occurred.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Filestage using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Filestage using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF proposals after client approval in Filestage
Create branded contracts from approved drafts in Filestage
Export approved marketing files into ready-to-share PDF documents
Generate final financial reports from approved spreadsheets in Filestage
Produce official training manuals once content is approved in Filestage
Create polished investor updates from approved presentation files
Automatically generate onboarding documents after HR approvals in Filestage
Export approved policy documents into standardized PDF files
Generate customer-ready product sheets from approved designs
Create official meeting minutes from approved notes in Filestage
How you can use Filestage + Documentero
Client Proposals
When a proposal design is approved in Filestage, Documentero generates a polished PDF proposal using your company template.
Marketing Collateral
After marketing materials are approved, Documentero creates a final PDF package ready for distribution.
Contract Reviews
Once a contract draft is approved in Filestage, Documentero produces the official .docx contract with all agreed terms.
Financial Reports
When financial data spreadsheets are approved, Documentero generates an .xlsx report formatted to your company’s standards.
Training Manuals
After the content team approves training content, Documentero creates a PDF manual with the approved materials.
Setup Guides
Zapier Tutorial: Integrate Filestage with Documentero
- Create a new Zap in Zapier.
- Add Filestage 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 Filestage trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Filestage with Documentero
- Create a new scenario in Make.
- Add Filestage 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 Filestage trigger.
- Run or schedule your scenario and verify the output.
