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GetMyInvoices - Create PDF, Word, Excel Documents
GetMyInvoices connects with Documentero to turn collected invoices and documents into ready-to-use files. When new invoices are captured from portals, emails, or scans, they can be sent to Documentero for automatic generation of PDFs, Word files, or Excel reports. This integration helps businesses keep records organized and quickly create customized templates for accounting, reporting, or client communication.
GetMyInvoices
Documentero
Triggers
Watch Companies — Runs when a new company is added to account.
Watch Documents — Runs when a new document is added to account.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from GetMyInvoices using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from GetMyInvoices using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF reports from GetMyInvoices data with Documentero
Create Excel summaries of all invoices collected in GetMyInvoices
Export GetMyInvoices documents into custom Word templates via Documentero
Generate tax-ready files from GetMyInvoices invoices using Documentero
Build client-ready invoice bundles with Documentero from GetMyInvoices data
Create payment tracking sheets in Excel from GetMyInvoices and Documentero
Produce customized financial statements using GetMyInvoices and Documentero
Convert GetMyInvoices invoice data into branded PDF templates with Documentero
Generate audit-ready document sets from GetMyInvoices through Documentero
Create detailed vendor reports by linking GetMyInvoices with Documentero
How you can use GetMyInvoices + Documentero
Monthly Expense Reports
Automatically send all invoices gathered by GetMyInvoices to Documentero to generate a monthly expense report in Excel.
Client Invoice Packages
Combine invoices retrieved from different sources into a single PDF package using Documentero templates for client delivery.
Custom Accounting Summaries
Use data from new documents in GetMyInvoices to create detailed accounting summaries as Word or PDF files.
Tax Consultant Files
Forward invoices detected by GetMyInvoices to Documentero to create structured documents formatted for tax consultants.
Vendor Payment Records
Generate vendor-specific payment reports in .docx or .xlsx whenever new invoices are added in GetMyInvoices.
Setup Guides
Zapier Tutorial: Integrate GetMyInvoices with Documentero
- Create a new Zap in Zapier.
- Add GetMyInvoices to the zap and choose one of the triggers (Watch Companies, Watch Documents). 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 GetMyInvoices trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate GetMyInvoices with Documentero
- Create a new scenario in Make.
- Add GetMyInvoices to the scenario and choose one of the triggers (Watch Companies, Watch Documents). 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 GetMyInvoices trigger.
- Run or schedule your scenario and verify the output.
Power Automate Tutorial: Integrate GetMyInvoices with Documentero
- Create a new flow in Power Automate.
- Add GetMyInvoices to the flow and choose one of the triggers (Watch Companies, Watch Documents). 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 Power Automate: Add Documentero as the next step and connect it using your API key.
- In your flow, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the GetMyInvoices trigger.
- Test and save your flow.
