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Kintone - Create PDF, Word, Excel Documents
Kintone connects with Documentero to turn your database records into ready-to-use documents. When a new record is added in Kintone, Documentero can automatically generate PDFs, Word files, or Excel sheets based on your templates. This makes it easy to create reports, contracts, or project documents directly from your Kintone data without manual copying. The integration works through API, Zapier, Make, or Power Automate for flexible setup options.
Kintone
Documentero
Triggers
Watch Records — Triggers when a new record is created.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Kintone using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Kintone using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF invoices from Kintone records with Documentero
Create Word project summaries from Kintone tasks using Documentero templates
Export Kintone customer data into Excel reports via Documentero
Produce PDF purchase orders from Kintone entries through Documentero
Generate HR forms from Kintone employee records with Documentero
Create Word-based meeting notes from Kintone collaboration data using Documentero
Export Kintone CRM records into formatted sales reports in PDF with Documentero
Automatically generate Excel timesheets from Kintone time tracking data using Documentero
Produce PDF compliance reports from Kintone workflow records through Documentero
Create Word service agreements from Kintone CRM entries with Documentero
How you can use Kintone + Documentero
Client Contracts
Generate a contract document in PDF whenever a new client record is created in Kintone.
Project Reports
Automatically create a Word report from Kintone project data each time a new project record is added.
Order Confirmations
Produce a confirmation document in PDF when a new sales order is registered in Kintone.
Employee Onboarding
Generate onboarding forms in Word format as soon as a new employee record is created in Kintone.
Inventory Sheets
Create Excel inventory sheets from Kintone stock records for distribution to warehouse teams.
Setup Guides
Zapier Tutorial: Integrate Kintone with Documentero
- Create a new Zap in Zapier.
- Add Kintone to the zap and choose one of the triggers (Watch Records). 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 Kintone trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Kintone with Documentero
- Create a new scenario in Make.
- Add Kintone to the scenario and choose one of the triggers (Watch Records). 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 Kintone trigger.
- Run or schedule your scenario and verify the output.
Power Automate Tutorial: Integrate Kintone with Documentero
- Create a new flow in Power Automate.
- Add Kintone to the flow and choose one of the triggers (Watch Records). 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 Power Automate: Add Documentero as the next step and connect it using your API key.
- In your flow, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Kintone trigger.
- Test and save your flow.
