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Orbit - Create PDF, Word, Excel Documents
Orbit connects with Documentero to turn community activity data into ready-to-use documents. When new activities are tracked in Orbit, that information can be sent to Documentero to generate reports, summaries, or presentations in .docx, .pdf, or .xlsx formats. This makes it easy to keep stakeholders updated with clear, professional files created directly from real community events.
Orbit
Documentero
Triggers
Watch Activities — Watches for new activities on an Orbit workspace.
Watch Activities — Receives new activities via webhook from an Orbit workspace.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Orbit using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Orbit using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF reports from Orbit community activity
Create Excel spreadsheets of member engagement data from Orbit
Export Orbit activity logs into formatted Word documents
Generate weekly community growth summaries from Orbit to PDF
Create branded sponsor reports from Orbit data in Documentero
Export Orbit participation data into Excel for analysis
Automatically create Word documents of top community contributors from Orbit
Generate monthly performance dashboards from Orbit in PDF format
Create onboarding documents based on new member activity in Orbit
Export Orbit event attendance details into Excel templates
How you can use Orbit + Documentero
Community Activity Reports
Generate weekly PDF reports from Orbit activity logs to share with your team.
Event Participation Summaries
Create .docx summaries of community event participation whenever new activities are logged in Orbit.
Engagement Score Sheets
Export member engagement scores from Orbit into .xlsx files for detailed analysis.
Sponsor Updates
Automatically prepare sponsor-ready PDF updates based on Orbit activity data.
Meeting Handouts
Produce formatted .docx handouts with the latest Orbit activity highlights for internal meetings.
Setup Guides
Zapier Tutorial: Integrate Orbit with Documentero
- Create a new Zap in Zapier.
- Add Orbit to the zap and choose one of the triggers (Watch Activities, Watch Activities). 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 Orbit trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Orbit with Documentero
- Create a new scenario in Make.
- Add Orbit to the scenario and choose one of the triggers (Watch Activities, Watch Activities). 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 Orbit trigger.
- Run or schedule your scenario and verify the output.
n8n Tutorial: Integrate Orbit with Documentero
- Create a new workflow in n8n.
- Add Orbit to the workflow and choose one of the triggers (Watch Activities, Watch Activities). 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 Orbit trigger.
- Execute (or activate) your workflow and verify the output.
