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Lighthouse by Cloudify - Create PDF, Word, Excel Documents
Lighthouse by Cloudify connects with Documentero to automatically generate documents whenever new records are created in Lighthouse. With this integration, data from Lighthouse entities can be sent directly into Documentero templates to produce ready-to-use .docx, .pdf, or .xlsx files. Users can set up the connection through API, Make, Zapier, or n8n, making it easy to fit into different workflows.
Lighthouse by Cloudify
Documentero
Triggers
Watch Record — Triggers when a new record is created under the specified entity in Lighthouse.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Lighthouse by Cloudify using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Lighthouse by Cloudify using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF contracts from new Lighthouse records
Create onboarding documents when a new employee record is added in Lighthouse
Export Lighthouse project data into Excel reports with Documentero
Generate invoices in PDF format from Lighthouse billing entries
Produce customized letters when new client records are created in Lighthouse
Create compliance reports from Lighthouse records using Documentero templates
Generate detailed timesheets from Lighthouse task records
Export sales data from Lighthouse into a formatted PDF summary
Create training manuals when new training records are logged in Lighthouse
Automatically generate financial statements from Lighthouse accounting records
How you can use Lighthouse by Cloudify + Documentero
Client Contracts
When a new client record is added in Lighthouse, Documentero creates a contract document using a pre-set template.
Project Reports
Each time a project record is created in Lighthouse, Documentero generates a detailed PDF report with project details.
Employee Onboarding
New employee records in Lighthouse can trigger Documentero to produce onboarding documents like welcome letters and checklists.
Invoice Generation
When a new billing record is logged in Lighthouse, Documentero prepares an invoice in PDF or Word format.
Data Export Sheets
Every new record in Lighthouse can be exported into a formatted Excel sheet created by Documentero.
Setup Guides
Zapier Tutorial: Integrate Lighthouse by Cloudify with Documentero
- Create a new Zap in Zapier.
- Add Lighthouse by Cloudify to the zap and choose one of the triggers (Watch Record). 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 Lighthouse by Cloudify trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Lighthouse by Cloudify with Documentero
- Create a new scenario in Make.
- Add Lighthouse by Cloudify to the scenario and choose one of the triggers (Watch Record). 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 Lighthouse by Cloudify trigger.
- Run or schedule your scenario and verify the output.
n8n Tutorial: Integrate Lighthouse by Cloudify with Documentero
- Create a new workflow in n8n.
- Add Lighthouse by Cloudify to the workflow and choose one of the triggers (Watch Record). 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 Lighthouse by Cloudify trigger.
- Execute (or activate) your workflow and verify the output.
