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Glide - Create PDF, Word, Excel Documents
Glide connects with Documentero to turn app data into ready-to-use documents like PDFs, Word files, or spreadsheets. When a user triggers an action in a Glide app, that information can be sent directly to Documentero through API, Make, or Zapier. This makes it easy to generate formatted files from custom templates without leaving the app. Teams can collect data in Glide and instantly produce professional documents that match their needs.
Glide
Documentero
Triggers
Watch New Action — Triggers when an action is triggered via the Glide app.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Glide using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Glide using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF invoices from Glide order data
Create customized contracts from Glide form submissions
Export attendee lists from Glide into formatted Excel files
Produce branded certificates from Glide course completions
Generate detailed sales reports from Glide entries in Word format
Create personalized welcome letters from Glide new user signups
Export Glide survey responses into structured PDF reports
Automatically generate donation receipts from Glide fundraising apps
Create project status documents from Glide task updates
Export Glide booking details into printable confirmation documents
How you can use Glide + Documentero
Generate Invoices
When a customer places an order in a Glide app, automatically create a PDF invoice using a Documentero template.
Create Certificates
Trigger a Documentero template from Glide to issue personalized certificates for course completions.
Export Reports
Use Glide app data to generate weekly or monthly performance reports in .docx or .xlsx formats.
Build Contracts
When a new agreement is logged in Glide, send the details to Documentero to generate a formatted contract.
Produce Event Tickets
Automatically create PDF tickets when users register for an event through a Glide app.
Setup Guides
Zapier Tutorial: Integrate Glide with Documentero
- Create a new Zap in Zapier.
- Add Glide to the zap and choose one of the triggers (Watch New Action). 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 Glide trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Glide with Documentero
- Create a new scenario in Make.
- Add Glide to the scenario and choose one of the triggers (Watch New Action). 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 Glide trigger.
- Run or schedule your scenario and verify the output.
