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Magento 2 - Create PDF, Word, Excel Documents
Magento 2 can be connected with Documentero to automatically create professional documents whenever new data is generated in your store. For example, when a new order, product, or customer is added, Documentero can use custom templates to produce invoices, reports, or customer files in PDF, DOCX, or XLSX formats. This integration helps store owners quickly turn Magento events into ready-to-share documents without manual work.
Magento 2
Documentero
Triggers
Watch Credit Memos — Triggers when a new credit memo is created.
Watch customers — Triggers when a new customer is created.
Watch orders — Triggers when a new order is created.
Watch products — Triggers when a new product is created.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Magento 2 using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Magento 2 using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF invoices from Magento 2 orders with Documentero
Create personalized welcome letters for new Magento 2 customers
Export Magento 2 product data into XLSX catalogs with Documentero
Produce credit memo PDF reports from Magento 2 transactions
Generate monthly sales reports from Magento 2 orders in XLSX format
Create branded packing slips from Magento 2 order details
Export Magento 2 customer lists into DOCX reports for internal use
Generate supplier order forms from new Magento 2 product entries
Create PDF receipts from Magento 2 completed orders
Export Magento 2 refund data into structured accounting documents
How you can use Magento 2 + Documentero
Generate Order Invoices
When a new order is created in Magento 2, Documentero can instantly generate a branded PDF invoice using a pre-made template.
Customer Welcome Pack
Automatically create a personalized DOCX welcome letter whenever a new customer registers in Magento 2.
Product Catalog Sheets
Generate XLSX product sheets with details of new products added to Magento 2 and share them with your sales team.
Credit Memo Reports
Produce PDF reports for every new credit memo created in Magento 2 for accounting records.
Monthly Sales Summary
Export Magento 2 order data into a structured XLSX report at the end of each month using Documentero templates.
Setup Guides
Zapier Tutorial: Integrate Magento 2 with Documentero
- Create a new Zap in Zapier.
- Add Magento 2 to the zap and choose one of the triggers (Watch Credit Memos, Watch customers, Watch orders). 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 Magento 2 trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Magento 2 with Documentero
- Create a new scenario in Make.
- Add Magento 2 to the scenario and choose one of the triggers (Watch Credit Memos, Watch customers, Watch orders). 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 Magento 2 trigger.
- Run or schedule your scenario and verify the output.
n8n Tutorial: Integrate Magento 2 with Documentero
- Create a new workflow in n8n.
- Add Magento 2 to the workflow and choose one of the triggers (Watch Credit Memos, Watch customers, Watch orders). 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 Magento 2 trigger.
- Execute (or activate) your workflow and verify the output.
