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Pabbly Connect - Create PDF, Word, Excel Documents
Pabbly Connect works with Documentero to turn data from your workflows into ready documents. When Pabbly Connect gathers information from apps like CRMs, online stores, or forms, it can send that data directly to Documentero. You can then generate Word, PDF, or Excel files from your templates automatically, making document creation part of your automation process.
Pabbly Connect
Documentero
Triggers
Receive data — Receives data from Pabbly Connect integrated apps inside your Workflows.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Pabbly Connect using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Pabbly Connect using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF invoices from Shopify orders using Pabbly Connect and Documentero
Create Word contracts from HubSpot deals with Pabbly Connect connected to Documentero
Export Excel sales reports from Pipedrive data via Pabbly Connect into Documentero templates
Automatically generate onboarding documents from Typeform submissions in Documentero
Create personalized event certificates from Eventbrite registrations through Pabbly Connect and Documentero
Export delivery notes from WooCommerce orders into PDF with Documentero
Automatically generate financial statements in Excel from QuickBooks data using Pabbly Connect
Create membership certificates from Stripe subscriptions with Documentero
Export project status reports from Asana tasks using Pabbly Connect and Documentero
Automatically generate PDF receipts from PayPal transactions in Documentero
How you can use Pabbly Connect + Documentero
Generate invoices from online orders
Send order details from your e-commerce platform through Pabbly Connect to Documentero and produce PDF invoices automatically.
Create contracts from CRM data
Trigger Documentero to generate a Word or PDF contract whenever a new deal is added in your CRM via Pabbly Connect.
Build reports from survey responses
Use survey or form data collected in Pabbly Connect to create formatted Excel or PDF reports in Documentero.
Produce event certificates
Send attendee data from event registration apps through Pabbly Connect to Documentero and generate personalized certificates.
Export HR onboarding documents
Collect new employee details via Pabbly Connect and automatically generate HR forms using Documentero templates.
Video Tutorial
Setup Guides
How to Set Up Pabbly Connect & Documentero Native Integration
Please click here to see detailed instructions for using Pabbly Connect with Documentero.
