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Meero - Create PDF, Word, Excel Documents
Meero connects photographers with clients for professional shoots, and when paired with Documentero, it becomes easy to generate polished documents from shoot data. Notifications from prospect shoots or confirmed shoots can trigger automatic creation of contracts, invoices, or photo delivery sheets. With integrations available through API, Make, or Zapier, users can set up workflows that save time and keep all project files organized. This makes it simple to keep clients updated with clear, ready-to-share documents.
Meero
Documentero
Triggers
Watch Prospect Shoots — Receives notification from prospect shoot.
Watch Shoots — Receives notification from shoot.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Meero using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Meero using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate photography contracts from Meero shoot notifications
Create PDF invoices for each completed Meero shoot
Export Meero shoot details into custom Excel templates
Build branded delivery notes from Meero prospect shoots
Generate monthly revenue reports from Meero shoot data
Create photographer assignment sheets directly from Meero events
Automatically generate client proposals based on Meero prospect shoots
Produce signed agreement templates from new Meero bookings
Export Meero shoot history into PDF summaries for clients
Create custom project timelines from Meero shoot notifications
How you can use Meero + Documentero
Create client contracts
Automatically generate a client contract in .docx format whenever a new prospect shoot is received in Meero.
Generate invoices
Produce a PDF invoice each time a completed shoot is logged in Meero.
Prepare shoot schedules
Build a custom .xlsx schedule with shoot details when a new shoot notification arrives.
Send photo delivery notes
Create a branded delivery note in PDF format after a shoot is completed to share with clients.
Compile monthly reports
Automatically generate a monthly report in .docx or .xlsx summarizing all shoots recorded in Meero.
Setup Guides
Zapier Tutorial: Integrate Meero with Documentero
- Create a new Zap in Zapier.
- Add Meero to the zap and choose one of the triggers (Watch Prospect Shoots, Watch Shoots). 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 Meero trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Meero with Documentero
- Create a new scenario in Make.
- Add Meero to the scenario and choose one of the triggers (Watch Prospect Shoots, Watch Shoots). 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 Meero trigger.
- Run or schedule your scenario and verify the output.
