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Kartra - Create PDF, Word, Excel Documents
Kartra connects with Documentero so you can automatically create documents whenever new events occur in your Kartra account. With integrations through API, Make, or Zapier, you can link customer activity in Kartra to generate contracts, invoices, or reports in Documentero templates. This makes it easy to keep your files updated without manual work and ensures your records match the latest events in Kartra.
Kartra
Documentero
Triggers
Watch Events — Triggers when new events happen in Kartra.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Kartra using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Kartra using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate client contracts from Kartra signups
Create PDF invoices when a Kartra payment is processed
Export customer data from Kartra events into Excel reports
Generate personalized welcome packets from Kartra leads
Create training completion certificates from Kartra course enrollments
Automatically generate refund letters when Kartra issues a refund
Produce detailed sales reports from Kartra transactions in PDF
Create onboarding checklists from new Kartra memberships
Generate event confirmation documents from Kartra registrations
Export Kartra subscription details into monthly summary PDFs
How you can use Kartra + Documentero
Generate Membership Certificates
When a new member joins through Kartra, Documentero can create a personalized PDF certificate using your template.
Create Payment Receipts
Each time a transaction happens in Kartra, Documentero can produce a receipt in PDF or DOCX format.
Produce Event Attendance Sheets
When someone signs up for a Kartra event, Documentero can generate an updated attendance list in Excel.
Draft Custom Contracts
Trigger Documentero to generate a personalized contract whenever a new client signs up in Kartra.
Send Welcome Letters
Automatically create a branded welcome letter in PDF when a new customer account is created in Kartra.
Setup Guides
Zapier Tutorial: Integrate Kartra with Documentero
- Create a new Zap in Zapier.
- Add Kartra to the zap and choose one of the triggers (Watch Events). 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 Kartra trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Kartra with Documentero
- Create a new scenario in Make.
- Add Kartra to the scenario and choose one of the triggers (Watch Events). 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 Kartra trigger.
- Run or schedule your scenario and verify the output.
