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MemberPress - Create PDF, Word, Excel Documents
MemberPress can be connected with Documentero to automatically create professional documents whenever member or subscription events occur. You can generate contracts, invoices, or custom reports in .docx, .pdf, or .xlsx formats based on activity inside your membership site. With integrations through API, Make, Zapier, or n8n, you can set up workflows that keep your documents accurate and up to date without manual editing.
MemberPress
Documentero
Triggers
Watch Members Accounts Updated — Triggers when account of a member has been updated.
Watch Members Complete Sign Up — Triggers when a member has completed sign up.
Watch Members Deleted — Triggers when a member has been deleted.
Watch Subscriptions Created — Triggers when a new subscription has been created.
Watch Subscriptions Pause — Triggers when a subscription has been paused.
Watch Subscriptions Resume — Triggers when a subscription has been resumed.
Watch Subscriptions Stop — Triggers when a subscription has stopped.
Watch Transactions Complete — Triggers when a transaction has been completed.
Watch Transactions Expire — Triggers when a transaction has expired.
Watch Transactions Fail — Triggers when a transaction has failed.
Watch Transactions Refunded — Triggers when a transaction has been refunded.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from MemberPress using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from MemberPress using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF invoices from MemberPress transactions
Create custom membership certificates when users complete sign up
Export subscription activity reports to Excel from MemberPress data
Generate cancellation letters when a MemberPress subscription stops
Create personalized welcome packets in DOCX for new MemberPress members
Automatically generate refund receipts when MemberPress issues a refund
Produce annual financial summaries in PDF from MemberPress transactions
Generate account update confirmation letters when MemberPress member details change
Create professional renewal notices in DOCX when subscriptions resume
Export failed transaction logs from MemberPress into XLSX reports
How you can use MemberPress + Documentero
Generate Membership Contracts
Create custom membership agreements in PDF format automatically when a new user signs up in MemberPress.
Send Subscription Invoices
Produce detailed invoices in DOCX or PDF whenever a subscription is created or renewed.
Create Refund Notices
Generate refund confirmation letters as PDF files whenever a transaction is refunded in MemberPress.
Export Member Reports
Automatically compile and export member activity reports in XLSX when account details are updated.
Subscription Termination Documents
Generate official cancellation notices in PDF format when a subscription is stopped or deleted.
Setup Guides
Zapier Tutorial: Integrate MemberPress with Documentero
- Create a new Zap in Zapier.
- Add MemberPress to the zap and choose one of the triggers (Watch Members Accounts Updated, Watch Members Complete Sign Up, Watch Members Deleted). 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 MemberPress trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate MemberPress with Documentero
- Create a new scenario in Make.
- Add MemberPress to the scenario and choose one of the triggers (Watch Members Accounts Updated, Watch Members Complete Sign Up, Watch Members Deleted). 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 MemberPress trigger.
- Run or schedule your scenario and verify the output.
n8n Tutorial: Integrate MemberPress with Documentero
- Create a new workflow in n8n.
- Add MemberPress to the workflow and choose one of the triggers (Watch Members Accounts Updated, Watch Members Complete Sign Up, Watch Members Deleted). 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 MemberPress trigger.
- Execute (or activate) your workflow and verify the output.
