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Omise - Create PDF, Word, Excel Documents
Omise connects with Documentero to automatically create professional documents whenever payment events occur. Using Omise’s event triggers, you can generate invoices, receipts, or financial reports in .docx, .pdf, or .xlsx formats. The integration works through API, Make, or n8n, giving you flexible options to fit your existing workflows. This helps businesses keep accurate records and deliver payment documents to customers without manual work.
Omise
Documentero
Triggers
Watch Events — Triggers when a new event has happened.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Omise using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Omise using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF invoices from Omise payments
Create .xlsx transaction reports from Omise payment data
Export Omise refund events into formatted Word documents
Generate customer receipts in PDF after Omise payment approval
Build financial summaries in Excel from Omise monthly transactions
Create dispute documentation from Omise chargeback events
Export Omise settlement details into PDF reports
Automatically generate Word letters for Omise subscription payments
Create compliance-ready reports from Omise transaction history
Generate PDF payout confirmations from Omise transfer events
How you can use Omise + Documentero
Automatic Invoice Creation
Generate a PDF invoice in Documentero whenever a new payment is completed in Omise.
Refund Documentation
Create a refund confirmation letter in .docx format when a refund event is triggered in Omise.
Monthly Payment Report
Compile all Omise transactions into an .xlsx report at the end of each month using Documentero templates.
Customer Receipt
Send a customized PDF receipt to customers as soon as their payment is confirmed in Omise.
Dispute Records
Automatically generate a case summary document whenever a dispute event is logged in Omise.
Setup Guides
Make Tutorial: Integrate Omise with Documentero
- Create a new scenario in Make.
- Add Omise to the scenario and choose one of the triggers (Watch Events). 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 Omise trigger.
- Run or schedule your scenario and verify the output.
n8n Tutorial: Integrate Omise with Documentero
- Create a new workflow in n8n.
- Add Omise to the workflow and choose one of the triggers (Watch Events). 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 Omise trigger.
- Execute (or activate) your workflow and verify the output.
