M
Malcolm! - Create PDF, Word, Excel Documents
Malcolm! connects with Documentero to turn completed workflows into ready-to-use documents. When a workflow is finished in Malcolm!, the data can automatically create .docx, .pdf, or .xlsx files using your custom Documentero templates. This makes it easy to produce reports, agreements, or records without manual copy-paste. The integration works through API, Make, or Zapier, giving flexibility for different setups.
Malcolm!
Documentero
Triggers
New Workflow Completion — Triggers when a Workflow is completed.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Malcolm! using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Malcolm! using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF contracts when a Malcolm! workflow is completed
Create custom .docx reports from Malcolm! workflow data
Export Malcolm! workflow results into Excel spreadsheets
Produce branded confirmation letters after Malcolm! form submissions
Generate signed agreements from completed Malcolm! workflows
Build structured compliance documents from Malcolm! workflow outputs
Create personalized welcome documents from Malcolm! onboarding workflows
Export customer feedback collected in Malcolm! into formatted reports
Generate invoices from Malcolm! service request workflows
Produce HR forms automatically from Malcolm! employee workflows
How you can use Malcolm! + Documentero
Client Onboarding Pack
Generate a personalized welcome PDF and contract from a completed Malcolm! onboarding workflow.
Service Request Report
Create a detailed .docx report every time a customer finishes a service request workflow in Malcolm!.
Feedback Summary
Turn completed feedback workflows into structured .xlsx files for easy review.
Event Registration Confirmation
Produce confirmation letters in PDF when attendees finish the registration workflow in Malcolm!.
Internal Task Record
Log completed workflows as formatted documents for internal record-keeping.
Setup Guides
Zapier Tutorial: Integrate Malcolm! with Documentero
- Create a new Zap in Zapier.
- Add Malcolm! to the zap and choose one of the triggers (New Workflow Completion). 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 Malcolm! trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Malcolm! with Documentero
- Create a new scenario in Make.
- Add Malcolm! to the scenario and choose one of the triggers (New Workflow Completion). 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 Malcolm! trigger.
- Run or schedule your scenario and verify the output.
