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KissFlow - Create PDF, Word, Excel Documents
KissFlow connects with Documentero to turn process updates and announcements into ready-to-use documents. When a new item is created or completed in KissFlow, Documentero can generate reports, certificates, or summaries in .docx, .pdf, or .xlsx formats. Teams can also use channel announcements to trigger automatic creation of official notices or status updates. This integration works through API or automation tools like Make, Zapier, and n8n.
KissFlow
Documentero
Triggers
Watch Process Items — Triggers when a process item is created, updated or completed.
Watch Channel Announcements — Triggers when a channel announcement is created or updated.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from KissFlow using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from KissFlow using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF reports from KissFlow process items
Create Excel logs when new KissFlow workflows are started
Export completed KissFlow tasks into formatted Word documents
Generate project update summaries from KissFlow announcements
Produce compliance documents when KissFlow processes are updated
Build custom workflow reports in PDF from KissFlow data
Create signed approval forms from KissFlow task completions
Export KissFlow project milestones into Excel with Documentero
Generate HR letters directly from KissFlow process events
Create internal memos in Word format from KissFlow channel updates
How you can use KissFlow + Documentero
Generate Completion Certificates
When a process item is marked as completed in KissFlow, Documentero creates a PDF certificate for participants.
Create Meeting Summaries
Use channel announcements in KissFlow to trigger automatic generation of a formatted meeting summary document.
Export Process Reports
Every time a new process item is created, Documentero produces a detailed .xlsx report for record-keeping.
Send Policy Updates
Channel announcements in KissFlow can automatically generate official policy update documents in .docx format.
Track Progress Logs
Updated process items in KissFlow can trigger Documentero to generate progress logs in PDF for stakeholders.
Setup Guides
Zapier Tutorial: Integrate KissFlow with Documentero
- Create a new Zap in Zapier.
- Add KissFlow to the zap and choose one of the triggers (Watch Process Items, Watch Channel Announcements). 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 KissFlow trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate KissFlow with Documentero
- Create a new scenario in Make.
- Add KissFlow to the scenario and choose one of the triggers (Watch Process Items, Watch Channel Announcements). 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 KissFlow trigger.
- Run or schedule your scenario and verify the output.
n8n Tutorial: Integrate KissFlow with Documentero
- Create a new workflow in n8n.
- Add KissFlow to the workflow and choose one of the triggers (Watch Process Items, Watch Channel Announcements). 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 KissFlow trigger.
- Execute (or activate) your workflow and verify the output.
