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JustClick - Create PDF, Word, Excel Documents
JustClick connects with Documentero to help course creators and digital product sellers automatically generate documents when sales or leads come in. Purchases, orders, and newsletter signups in JustClick can trigger Documentero to create invoices, certificates, or reports in .docx, .pdf, or .xlsx formats. This integration works through API, Make, or Zapier, giving sellers flexible ways to keep their paperwork up to date without manual effort.
JustClick
Documentero
Triggers
Watch Purchases — Triggers when a product is purchased.
Watch Leads — Triggers when a customer subscribes to newsletters.
Watch Orders — Triggers when a new order is created.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from JustClick using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from JustClick using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF invoices from JustClick orders
Create course completion certificates from JustClick purchases
Export JustClick leads into custom PDF welcome packs
Generate Excel sales reports from JustClick transactions
Create personalized thank-you letters for JustClick customers
Automatically prepare affiliate payout reports from JustClick sales
Generate subscription confirmation documents for JustClick signups
Create order confirmation PDFs from JustClick new orders
Export JustClick customer data into formatted Excel sheets
Automatically generate digital product delivery notes from JustClick purchases
How you can use JustClick + Documentero
Generate Sales Invoices
Create a PDF invoice in Documentero every time a customer buys a digital product in JustClick.
Issue Course Certificates
Automatically generate a certificate in .docx or PDF format when a student completes a course purchase.
Prepare Order Summaries
Build an .xlsx report of new orders whenever JustClick records a transaction.
Create Lead Welcome Letters
Send a personalized welcome letter in PDF format to new newsletter subscribers captured in JustClick.
Track Monthly Sales Reports
Compile monthly order data from JustClick into a formatted report using Documentero templates.
Setup Guides
Zapier Tutorial: Integrate JustClick with Documentero
- Create a new Zap in Zapier.
- Add JustClick to the zap and choose one of the triggers (Watch Purchases, Watch Leads, Watch Orders). 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 JustClick trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate JustClick with Documentero
- Create a new scenario in Make.
- Add JustClick to the scenario and choose one of the triggers (Watch Purchases, Watch Leads, Watch Orders). 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 JustClick trigger.
- Run or schedule your scenario and verify the output.
