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Make - Create PDF, Word, Excel Documents
Make connects with Documentero so you can turn data from any app in your scenarios into ready-to-use documents. Whenever Make gathers form entries, CRM updates, or e-commerce orders, that data can be sent directly to Documentero. The platform then generates custom Word, PDF, or Excel files based on your templates without extra steps.
Make
Documentero
Triggers
Receive data — Receives data from Make integrated apps inside your Scenarios.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Make using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Make using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF invoices from Shopify orders using Make and Documentero
Create Word proposals from HubSpot deals with Make connected to Documentero
Export Excel reports from Google Sheets data via Make into Documentero templates
Automatically generate employment contracts from BambooHR data in Documentero
Create customer welcome letters from Typeform responses through Make and Documentero
Export delivery notes from WooCommerce orders into PDF with Documentero
Automatically generate sales reports in Excel from Pipedrive data via Make
Create personalized event tickets from Eventbrite registrations with Documentero
Export project status reports from Asana tasks using Make and Documentero
Automatically generate PDF certificates from Google Forms quiz results in Documentero
How you can use Make + Documentero
Generate contracts from CRM data
Send new customer details from your CRM in Make to Documentero and receive a ready contract in Word or PDF.
Create invoices after online orders
Capture order data from your e-commerce store in Make and generate a branded invoice with Documentero.
Build reports from surveys
Collect survey results with Make and automatically produce a formatted report in Documentero.
Send signed agreements
When a deal closes in Make, trigger Documentero to create a personalized agreement document ready for signing.
Export HR forms
Use employee onboarding data from Make to generate HR documents in Documentero templates.
Video Tutorial
Setup Guides
How to Set Up Make & Documentero Native Integration
Please click here to see detailed instructions for using Make with Documentero.
