O
OfficeRnD - Create PDF, Word, Excel Documents
OfficeRnD connects with Documentero to automatically create professional documents whenever new members or contracts are added. This integration makes it easy to generate PDFs, Word, or Excel files from templates without manual editing. Whether you need membership agreements, invoices, or reports, the two platforms work together through API, Make, or Zapier connections.
OfficeRnD
Documentero
Triggers
Watch Contracts — Triggers when a new contract is added.
Watch Members — Triggers when a new member is added.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from OfficeRnD using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from OfficeRnD using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate coworking membership agreements from OfficeRnD contracts
Create PDF invoices from OfficeRnD contract data
Export new member details from OfficeRnD into formatted Word documents
Generate Excel reports of OfficeRnD members for management review
Automatically create personalized welcome letters for new OfficeRnD members
Produce signed contract archives in PDF from OfficeRnD events
Create branded membership certificates from OfficeRnD new member triggers
Export OfficeRnD contract details into standardized compliance forms
Generate financial summaries in Excel from OfficeRnD contract activity
Automatically prepare renewal notices from OfficeRnD contract updates
How you can use OfficeRnD + Documentero
Generate New Member Welcome Pack
When a new member is added in OfficeRnD, Documentero creates a personalized welcome document in PDF or Word format.
Create Contract Copies
Every time a contract is added in OfficeRnD, Documentero generates a formatted copy of the agreement for record-keeping or sharing.
Automate Monthly Reports
Use OfficeRnD data on members and contracts to generate monthly Excel reports in Documentero.
Send Invoices
Trigger Documentero to produce ready-to-send invoices when new contracts are signed in OfficeRnD.
Prepare Member Certificates
Automatically generate membership certificates with Documentero when a new member joins via OfficeRnD.
Setup Guides
Zapier Tutorial: Integrate OfficeRnD with Documentero
- Create a new Zap in Zapier.
- Add OfficeRnD to the zap and choose one of the triggers (Watch Contracts, Watch Members). 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 OfficeRnD trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate OfficeRnD with Documentero
- Create a new scenario in Make.
- Add OfficeRnD to the scenario and choose one of the triggers (Watch Contracts, Watch Members). 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 OfficeRnD trigger.
- Run or schedule your scenario and verify the output.
