O
Omnisend - Create PDF, Word, Excel Documents
Omnisend connects with Documentero to turn new customer data into ready-to-use documents. When a new contact is added in Omnisend, Documentero can automatically generate files like welcome letters, personalized offers, or account summaries. This setup helps ecommerce businesses quickly create professional documents without manual copy-pasting. The integration works through API, Make, or Zapier, giving flexibility in how data flows between the two platforms.
Omnisend
Documentero
Triggers
Watch New Contacts — Triggers when a new contact is created.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Omnisend using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Omnisend using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF welcome kits from new Omnisend contacts
Create personalized offer letters from Omnisend subscriber data
Export Omnisend contact details into formatted .docx reports
Generate custom invoices in .pdf when Omnisend contacts make a purchase
Build branded .xlsx contact lists from Omnisend signups
Create personalized thank you letters from Omnisend email subscribers
Generate event registration confirmations in .pdf from Omnisend contacts
Export Omnisend lead information into client-ready proposal documents
Automatically create shipping confirmation letters from Omnisend order data
Produce personalized loyalty program updates from Omnisend contact records
How you can use Omnisend + Documentero
Welcome Letters
Automatically create a personalized welcome letter in PDF when a new contact signs up in Omnisend.
Discount Vouchers
Generate a custom voucher in .docx format for each new subscriber and send it via Omnisend campaigns.
Customer Profiles
Build detailed customer profile documents from Omnisend contact data for internal team use.
Event Invitations
Produce branded invitation PDFs for webinars or sales events triggered by new Omnisend contacts.
Loyalty Certificates
Generate loyalty program certificates in .pdf when customers reach a milestone tracked in Omnisend.
Setup Guides
Zapier Tutorial: Integrate Omnisend with Documentero
- Create a new Zap in Zapier.
- Add Omnisend to the zap and choose one of the triggers (Watch New Contacts). 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 Omnisend trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Omnisend with Documentero
- Create a new scenario in Make.
- Add Omnisend to the scenario and choose one of the triggers (Watch New Contacts). 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 Omnisend trigger.
- Run or schedule your scenario and verify the output.
