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Mailigen - Create PDF, Word, Excel Documents
Mailigen connects with Documentero to turn email marketing data into ready-to-use documents. You can automatically generate reports, subscriber summaries, or campaign overviews in PDF, Word, or Excel formats. This integration helps you keep track of your email activities and share professional documents with your team or clients without manual work.
Mailigen
Documentero
Triggers
Watch New Campaigns — Watches for newly created campaigns.
Watch New Lists — Watches for newly created lists.
Watch New Segments — Watches for newly created segments.
Watch New Subscribers — Watches for newly added subscribers to a specific list.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Mailigen using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Mailigen using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF campaign reports from Mailigen data
Create Excel files of new subscribers added in Mailigen
Export Mailigen segment details into a Word document
Build branded PDF summaries of Mailigen email campaigns
Generate weekly Excel updates on Mailigen lists and campaigns
Create client-ready Word documents from Mailigen campaign activity
Export subscriber growth reports from Mailigen into PDF
Automatically generate Excel reports of Mailigen list changes
Create Word-based summaries of Mailigen marketing segments
Export Mailigen campaign metrics into professional PDF files
How you can use Mailigen + Documentero
Campaign Performance Report
Generate a PDF report in Documentero whenever a new campaign is created in Mailigen.
Subscriber List Export
Automatically create an Excel file of new subscribers added to a Mailigen list using Documentero templates.
Segment Documentation
Save details of new Mailigen segments into a Word file for internal review and planning.
Client Updates
Send clients a branded PDF summary of their email campaign performance generated through Documentero.
Team Briefing Docs
Produce weekly Excel sheets of new Mailigen lists and campaigns to share with your marketing team.
Setup Guides
Make Tutorial: Integrate Mailigen with Documentero
- Create a new scenario in Make.
- Add Mailigen to the scenario and choose one of the triggers (Watch New Campaigns, Watch New Lists, Watch New Segments). 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 Mailigen trigger.
- Run or schedule your scenario and verify the output.
Power Automate Tutorial: Integrate Mailigen with Documentero
- Create a new flow in Power Automate.
- Add Mailigen to the flow and choose one of the triggers (Watch New Campaigns, Watch New Lists, Watch New Segments). 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 Mailigen trigger.
- Test and save your flow.
