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Neto - Create PDF, Word, Excel Documents
Neto connects with Documentero to automatically create professional documents whenever important events happen in your store. Completed or paid orders can instantly generate invoices or receipts in PDF or DOCX format. Customer updates and new sign-ups can trigger welcome letters, account summaries, or reports. By linking Neto’s triggers with Documentero, you can keep your business paperwork accurate and ready without manual effort.
Neto
Documentero
Triggers
Watch Completed Orders — Triggers when an order is completed.
Watch New Content Pages — Triggers when a new content page is created.
Watch New Customers — Triggers when a new customer is created.
Watch New Orders — Triggers when a new order is created.
Watch Paid Orders — Triggers when an order is paid.
Watch Updated Customers — Triggers when a customer is updated.
Watch Updated Products — Triggers when a product is updated.
Watch Updated Orders — Triggers when an order is updated.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Neto using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Neto using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF invoices from Neto completed orders
Create customer account summaries when Neto customer details are updated
Export Neto paid orders into PDF receipts
Generate XLSX sales reports from Neto new orders
Create PDF confirmation letters for Neto new customers
Automatically generate DOCX product update logs from Neto
Export Neto content pages into branded PDF documents
Create payment confirmation slips when Neto orders are paid
Generate XLSX order history reports from Neto updated orders
Automatically create PDF shipping confirmations from Neto completed orders
How you can use Neto + Documentero
Generate Order Invoices
When an order is completed in Neto, Documentero can create a polished invoice in PDF or DOCX format.
Send Customer Welcome Letters
Automatically generate a welcome letter as a PDF when a new customer is created in Neto.
Create Payment Receipts
Trigger Documentero to produce a payment receipt whenever an order is marked as paid in Neto.
Build Customer Update Reports
Whenever customer details are updated in Neto, Documentero can generate a summary report in DOCX or PDF.
Export Product Update Sheets
When a product is updated in Neto, Documentero can create an XLSX sheet documenting the changes.
Setup Guides
Zapier Tutorial: Integrate Neto with Documentero
- Create a new Zap in Zapier.
- Add Neto to the zap and choose one of the triggers (Watch Completed Orders, Watch New Content Pages, Watch New Customers). 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 Neto trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Neto with Documentero
- Create a new scenario in Make.
- Add Neto to the scenario and choose one of the triggers (Watch Completed Orders, Watch New Content Pages, Watch New Customers). 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 Neto trigger.
- Run or schedule your scenario and verify the output.
