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Invoiced - Create PDF, Word, Excel Documents
Invoiced connects with Documentero to turn your billing and payment data into ready-to-use documents. Whenever invoices, estimates, or payment records are updated in Invoiced, Documentero can generate professional PDF, DOCX, or XLSX files from your templates. This integration helps you keep your financial paperwork consistent and always up to date without manual formatting.
Invoiced
Documentero
Triggers
Watch Credit Note — Triggers when a credit note is created, updated, deleted, viewed or commented.
Watch Customer — Triggers when a customer is created, updated, deleted or merged.
Watch Estimate — Triggers when an estimate is created, updated, deleted, viewed, commented or approved.
New Event — Triggers when a new event is appeared.
Watch Invoice — Triggers when an invoice is created, updated, deleted, commented, viewed or paid.
Watch Payment Plan — Triggers when a payment plan created, updated, deleted.
Watch Subscription — Triggers when a subscription is created, updated or deleted.
Watch Note — Triggers when a note is created, updated or deleted.
Watch Line Item — Triggers when a line item is created, updated or deleted.
Watch Contact — Triggers when a new contact is created.
Watch Task — Triggers when a task is created, updated, deleted or completed.
Watch Transaction — Triggers when a transaction is created, updated or deleted.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Invoiced using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Invoiced using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF invoices from Invoiced data with Documentero
Create customer profile documents from Invoiced contacts using Documentero templates
Export payment transaction logs from Invoiced into XLSX reports with Documentero
Generate credit note documents in PDF whenever a credit note is issued in Invoiced
Create estimate approval documents from Invoiced estimates with Documentero
Automatically generate payment plan schedules in DOCX from Invoiced data
Produce subscription renewal agreements from Invoiced subscriptions in Documentero
Export detailed invoice line items from Invoiced into a formatted XLSX file
Generate task completion reports from Invoiced tasks with Documentero
Create financial summary documents combining Invoiced transactions and payments with Documentero
How you can use Invoiced + Documentero
Invoice PDFs
Automatically create branded PDF invoices in Documentero whenever a new invoice is generated in Invoiced.
Customer Reports
Generate detailed DOCX reports for each new customer added in Invoiced using Documentero templates.
Estimate Documents
Produce polished proposal documents in PDF when an estimate is approved in Invoiced.
Payment Summaries
Export XLSX payment summaries from Documentero whenever a transaction is recorded in Invoiced.
Subscription Agreements
Create contract-style documents in DOCX when a new subscription is created in Invoiced.
Setup Guides
Zapier Tutorial: Integrate Invoiced with Documentero
- Create a new Zap in Zapier.
- Add Invoiced to the zap and choose one of the triggers (Watch Credit Note, Watch Customer, Watch Estimate). 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 Invoiced trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Invoiced with Documentero
- Create a new scenario in Make.
- Add Invoiced to the scenario and choose one of the triggers (Watch Credit Note, Watch Customer, Watch Estimate). 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 Invoiced trigger.
- Run or schedule your scenario and verify the output.
n8n Tutorial: Integrate Invoiced with Documentero
- Create a new workflow in n8n.
- Add Invoiced to the workflow and choose one of the triggers (Watch Credit Note, Watch Customer, Watch Estimate). 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 n8n: Add Documentero as the next step and connect it using your API key.
- In your workflow, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Invoiced trigger.
- Execute (or activate) your workflow and verify the output.
