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Integrately - Create PDF, Word, Excel Documents
Integrately connects with Documentero to turn data from your automations into ready-to-use documents. When Integrately collects information from apps like CRMs, forms, or online stores, it can send that data straight to Documentero. You can then generate Word, PDF, or Excel files from templates automatically, making document creation part of your workflows.
Integrately
Documentero
Triggers
Receive data — Receives data from Integrately integrated apps inside your Automations.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Integrately using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Integrately using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF invoices from Shopify orders using Integrately and Documentero
Create Word contracts from HubSpot deals with Integrately connected to Documentero
Export Excel sales reports from Pipedrive data via Integrately into Documentero templates
Automatically generate onboarding documents from Typeform submissions in Documentero
Create personalized event certificates from Eventbrite registrations through Integrately and Documentero
Export delivery notes from WooCommerce orders into PDF with Documentero
Automatically generate financial statements in Excel from QuickBooks data using Integrately
Create membership certificates from Stripe subscriptions with Documentero
Export project status reports from Asana tasks using Integrately and Documentero
Automatically generate PDF receipts from PayPal transactions in Documentero
How you can use Integrately + Documentero
Generate invoices from e-commerce orders
Send order details from your online store through Integrately to Documentero and produce a PDF invoice automatically.
Create contracts from CRM updates
Trigger Documentero to generate a contract in Word or PDF whenever a new deal is added in your CRM via Integrately.
Build reports from survey responses
Use survey data collected in Integrately to create formatted Excel or PDF reports in Documentero.
Produce event certificates
Send attendee data from event registration apps through Integrately to Documentero and create personalized certificates.
Export HR onboarding documents
Collect new employee details via Integrately and automatically generate HR forms using Documentero templates.
Setup Guides
How to Set Up Integrately & Documentero Native Integration
Please click here to see detailed instructions for using Integrately with Documentero.
