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MemberVault - Create PDF, Word, Excel Documents
MemberVault connects with Documentero to turn user activity into ready-to-use documents. When someone joins a product or gives email consent in MemberVault, Documentero can generate contracts, welcome packs, or reports in PDF, DOCX, or XLSX formats. This makes it easy to keep communication clear and records organized without extra manual work.
MemberVault
Documentero
Triggers
Watch User Email Consent — Triggers when a user approves email consent.
Watch User Added to a Product — Triggers when a new user is added to a product.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from MemberVault using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from MemberVault using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF contracts when a MemberVault user purchases a product
Create XLSX reports of new MemberVault signups for team review
Export personalized DOCX welcome letters when users join a MemberVault course
Generate PDF certificates for MemberVault course completions
Build automated invoices in DOCX format for MemberVault transactions
Produce onboarding checklists in PDF when a MemberVault user opts into email consent
Create branded order confirmations in DOCX from MemberVault purchases
Export detailed XLSX analytics of MemberVault product enrollments
Generate PDF agreements when MemberVault users subscribe to a membership
Create personalized progress summaries in DOCX for MemberVault learners
How you can use MemberVault + Documentero
Welcome Pack Creation
Automatically generate a personalized PDF welcome pack when a new user is added to a MemberVault product.
Consent Documentation
Save a signed consent record as a DOCX file whenever a user approves email consent in MemberVault.
Course Enrollment Report
Produce an XLSX report of new enrollments when users join a MemberVault course.
Sales Receipt Generation
Create a branded PDF receipt in Documentero each time a user purchases through MemberVault.
Progress Certificates
Issue a completion certificate in PDF format when a MemberVault user finishes a product.
Setup Guides
Zapier Tutorial: Integrate MemberVault with Documentero
- Create a new Zap in Zapier.
- Add MemberVault to the zap and choose one of the triggers (Watch User Email Consent, Watch User Added to a Product). 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 MemberVault trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate MemberVault with Documentero
- Create a new scenario in Make.
- Add MemberVault to the scenario and choose one of the triggers (Watch User Email Consent, Watch User Added to a Product). 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 MemberVault trigger.
- Run or schedule your scenario and verify the output.
n8n Tutorial: Integrate MemberVault with Documentero
- Create a new workflow in n8n.
- Add MemberVault to the workflow and choose one of the triggers (Watch User Email Consent, Watch User Added to a Product). 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 MemberVault trigger.
- Execute (or activate) your workflow and verify the output.
