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Kizeo Forms - Create PDF, Word, Excel Documents
Kizeo Forms connects with Documentero to turn collected form data into ready-to-use documents. Information captured through mobile forms can be sent directly into custom templates to produce PDFs, Word files, or Excel reports. This integration helps teams quickly move from data entry in the field to professional documents without manual copy-pasting.
Kizeo Forms
Documentero
Triggers
Watch Data Event — Triggers when an event occurred on a data.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Kizeo Forms using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Kizeo Forms using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF reports from Kizeo Forms submissions
Create Word contracts from customer data collected in Kizeo Forms
Export Kizeo Forms expense entries into Excel spreadsheets
Generate maintenance logs in PDF format from Kizeo Forms data
Create project progress reports from Kizeo Forms entries
Export safety audits from Kizeo Forms into Word documents
Automatically generate delivery notes from Kizeo Forms orders
Create HR onboarding documents from Kizeo Forms submissions
Generate compliance certificates in PDF from Kizeo Forms checklists
Export timesheet data from Kizeo Forms into Excel reports
How you can use Kizeo Forms + Documentero
Inspection Reports
Generate PDF inspection reports from Kizeo Forms data using Documentero templates.
Work Orders
Automatically create Word work order documents when new form submissions are received.
Expense Records
Export submitted expense forms into Excel files for accounting teams.
Customer Contracts
Fill contract templates with client details collected in Kizeo Forms.
Safety Checklists
Turn completed safety checklists into standardized PDF reports for compliance.
Setup Guides
Zapier Tutorial: Integrate Kizeo Forms with Documentero
- Create a new Zap in Zapier.
- Add Kizeo Forms to the zap and choose one of the triggers (Watch Data Event). 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 Kizeo Forms trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Kizeo Forms with Documentero
- Create a new scenario in Make.
- Add Kizeo Forms to the scenario and choose one of the triggers (Watch Data Event). 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 Kizeo Forms trigger.
- Run or schedule your scenario and verify the output.
