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Memberful - Create PDF, Word, Excel Documents
Memberful connects with Documentero to automatically create professional documents whenever membership or order events occur. You can generate invoices, welcome letters, or subscription agreements directly from your Memberful data. This helps you keep records accurate and deliver personalized documents to members without manual work.
Memberful
Documentero
Triggers
Watch Member Deleted — Triggers when a member is deleted.
Watch Member Signup — Triggers when a new member account is created.
Watch Member Updated — Triggers when a member is updated.
Watch Order Refunded — Triggers when an order is refunded.
Watch Order Completed — Triggers when an order is completed.
Watch Order Purchased — Triggers when an order is purchased.
Watch Order Suspended — Triggers when an order is suspended.
Watch Subscription Created — Triggers when a new subscription is created.
Watch Subscription Deleted — Triggers when a subscription is deleted.
Watch Subscription Renewed — Triggers when a subscription is renewed.
Watch Subscription Updated — Triggers when a subscription is updated.
Watch Subscription Activated — Triggers when a subscription is activated.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Memberful using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Memberful using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF invoices for Memberful orders
Create DOCX contracts when a new Memberful subscription is activated
Export XLSX reports of all active Memberful members
Generate personalized membership certificates from Memberful signups
Create cancellation letters when a Memberful subscription is deleted
Produce renewal confirmation PDFs when a subscription is renewed in Memberful
Generate suspension notices for suspended Memberful orders
Create detailed order summaries in DOCX format for completed Memberful purchases
Export updated membership data from Memberful into formatted spreadsheets
Generate deactivation letters when a Memberful subscription is deactivated
How you can use Memberful + Documentero
Generate Welcome Letters
Create personalized welcome letters in PDF format each time a new member signs up through Memberful.
Produce Subscription Agreements
Automatically generate a subscription contract in DOCX format whenever a new subscription is created.
Create Refund Notices
Send members a professional refund confirmation document whenever an order is refunded.
Generate Order Receipts
Produce detailed receipts in PDF format for every completed purchase.
Export Membership Reports
Compile and export updated membership details into XLSX reports whenever a member profile is updated.
Setup Guides
Zapier Tutorial: Integrate Memberful with Documentero
- Create a new Zap in Zapier.
- Add Memberful to the zap and choose one of the triggers (Watch Member Deleted, Watch Member Signup, Watch Member Updated). 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 Memberful trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Memberful with Documentero
- Create a new scenario in Make.
- Add Memberful to the scenario and choose one of the triggers (Watch Member Deleted, Watch Member Signup, Watch Member Updated). 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 Memberful trigger.
- Run or schedule your scenario and verify the output.
n8n Tutorial: Integrate Memberful with Documentero
- Create a new workflow in n8n.
- Add Memberful to the workflow and choose one of the triggers (Watch Member Deleted, Watch Member Signup, Watch Member Updated). 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 n8n: Add Documentero as the next step and connect it using your API key.
- In your workflow, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Memberful trigger.
- Execute (or activate) your workflow and verify the output.
