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MakePlans - Create PDF, Word, Excel Documents
MakePlans connects with Documentero to automatically generate professional documents whenever bookings or customer records are updated. Whether a booking is confirmed, canceled, or modified, Documentero can instantly create PDFs, Word files, or spreadsheets based on your templates. This helps businesses keep consistent records, send personalized confirmations, and prepare reports without manual work.
MakePlans
Documentero
Triggers
Watch Confirmed Bookings — Watches for confirmed bookings.
Watch Canceled Bookings — Watches for canceled bookings.
Watch Created Bookings — Watches for created bookings.
Watch Declined Bookings — Watches for declined bookings.
Watch Deleted Bookings — Watches for deleted bookings.
Watch Modified Bookings — Watches for modified bookings.
Watch Created People — Watches for created people.
Watch Verified Bookings — Watches for verified bookings.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from MakePlans using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from MakePlans using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF booking confirmations from MakePlans events
Create Word cancellation letters when a MakePlans booking is declined
Export Excel reports of modified bookings from MakePlans to Documentero
Automatically generate attendance lists for MakePlans classes in Documentero
Create personalized welcome letters for new MakePlans customers
Generate signed service agreements after a verified booking in MakePlans
Automatically create invoices in PDF when a MakePlans booking is confirmed
Export MakePlans canceled booking data into a Documentero report
Create detailed booking summaries in Word for MakePlans staff meetings
Automatically generate certificates for attendees of MakePlans events
How you can use MakePlans + Documentero
Booking Confirmation Letters
Automatically create a personalized PDF confirmation letter in Documentero whenever a new booking is confirmed in MakePlans.
Cancellation Notices
Generate a cancellation notice document when a booking is canceled, ready to send to the customer.
Attendance Sheets
Produce an up-to-date Excel attendance sheet from Documentero each time a new person signs up for a class via MakePlans.
Monthly Booking Reports
Compile a monthly PDF report of all bookings created and modified in MakePlans using Documentero templates.
Client Profiles
Create a detailed Word document profile for every new person added in MakePlans, pulling their details into a ready-to-use template.
Setup Guides
Zapier Tutorial: Integrate MakePlans with Documentero
- Create a new Zap in Zapier.
- Add MakePlans to the zap and choose one of the triggers (Watch Confirmed Bookings, Watch Canceled Bookings, Watch Created Bookings). 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 MakePlans trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate MakePlans with Documentero
- Create a new scenario in Make.
- Add MakePlans to the scenario and choose one of the triggers (Watch Confirmed Bookings, Watch Canceled Bookings, Watch Created Bookings). 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 MakePlans trigger.
- Run or schedule your scenario and verify the output.
