G
GrowSurf - Create PDF, Word, Excel Documents
GrowSurf connects with Documentero to turn referral program data into ready-to-use documents. When new participants join or rewards are unlocked, you can automatically generate personalized certificates, reports, or summaries. This integration helps businesses keep participants informed and create professional records without manual effort.
GrowSurf
Documentero
Triggers
Watch Campaign Ended — Triggers when a campaign ends.
Watch New Participant — Triggers when a new participant is added or referred to your campaign.
Watch New Participant Reward — Triggers when a participant unlocks a reward (if the reward is double-sided, two events will trigger for both referrer and referee).
Actions
Create Document - Generate Word, Excel or PDF Document based on data from GrowSurf using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from GrowSurf using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF certificates for GrowSurf referral program participants
Create branded reward letters from GrowSurf referral events
Export GrowSurf campaign performance into XLSX reports
Generate personalized thank-you letters for GrowSurf referrers
Create custom PDF summaries for GrowSurf campaign endings
Automatically generate DOCX contracts for GrowSurf reward winners
Export GrowSurf participant lists into formatted Excel templates
Generate official participation letters for GrowSurf campaigns
Create branded PDF vouchers when GrowSurf rewards are unlocked
Automatically generate final campaign reports from GrowSurf data
How you can use GrowSurf + Documentero
Participant Certificates
Automatically generate PDF certificates for new participants when they join a GrowSurf campaign.
Reward Letters
Create personalized reward letters in DOCX format whenever a participant unlocks a new reward.
Campaign Summary Reports
Export campaign end data from GrowSurf into a formatted XLSX report for internal tracking.
Referral Acknowledgements
Send branded acknowledgment documents to both referrer and referee when a double-sided reward is triggered.
Monthly Referral Analytics
Generate monthly PDF reports combining GrowSurf referral stats with custom templates in Documentero.
Setup Guides
Zapier Tutorial: Integrate GrowSurf with Documentero
- Create a new Zap in Zapier.
- Add GrowSurf to the zap and choose one of the triggers (Watch Campaign Ended, Watch New Participant, Watch New Participant Reward). 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 GrowSurf trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate GrowSurf with Documentero
- Create a new scenario in Make.
- Add GrowSurf to the scenario and choose one of the triggers (Watch Campaign Ended, Watch New Participant, Watch New Participant Reward). 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 GrowSurf trigger.
- Run or schedule your scenario and verify the output.
