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Mailvio - Create PDF, Word, Excel Documents
Mailvio connects with Documentero so you can turn new contact data into ready-to-use documents. When someone signs up through Mailvio, their details can be sent directly into a custom template in Documentero. This makes it easy to create PDFs, Word files, or spreadsheets that match your business needs without manual data entry.
Mailvio
Documentero
Triggers
Watch Contacts — Triggers when a new contact has been created.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Mailvio using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Mailvio using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF welcome letters from new Mailvio contacts
Create Word onboarding documents when subscribers join through Mailvio
Export Mailvio contact details into Excel reports with Documentero
Build personalized event confirmation files from Mailvio signups
Produce new client intake forms in PDF based on Mailvio contacts
Generate draft partnership agreements in Word from Mailvio leads
Create custom thank-you letters whenever Mailvio adds a new subscriber
Export Mailvio contact data into formatted sales reports with Documentero
Produce membership certificates in PDF from Mailvio contact events
Create personalized proposal templates in Word when Mailvio captures a new lead
How you can use Mailvio + Documentero
Welcome Letters
When a new contact is added in Mailvio, automatically generate a personalized welcome letter in PDF using Documentero.
Onboarding Packets
Create a full onboarding packet in .docx format for every new subscriber captured in Mailvio.
Contact Reports
Export new contact information from Mailvio into a structured .xlsx report generated by Documentero.
Event Registrations
Generate registration confirmation documents in PDF as soon as someone signs up through a Mailvio form.
Custom Agreements
Automatically prepare draft agreements in Word format whenever a new Mailvio contact is created.
Setup Guides
Zapier Tutorial: Integrate Mailvio with Documentero
- Create a new Zap in Zapier.
- Add Mailvio to the zap and choose one of the triggers (Watch Contacts). 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 Mailvio trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Mailvio with Documentero
- Create a new scenario in Make.
- Add Mailvio to the scenario and choose one of the triggers (Watch Contacts). 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 Mailvio trigger.
- Run or schedule your scenario and verify the output.
Power Automate Tutorial: Integrate Mailvio with Documentero
- Create a new flow in Power Automate.
- Add Mailvio to the flow and choose one of the triggers (Watch Contacts). 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 Mailvio trigger.
- Test and save your flow.
