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Pagar.me - Create PDF, Word, Excel Documents
Pagar.me connects with Documentero to turn your payment and transaction data into ready-to-use documents. Whenever new customers, transactions, or chargebacks are recorded in Pagar.me, Documentero can instantly create professional reports, invoices, or summaries in PDF, DOCX, or XLSX formats. This integration helps businesses keep accurate records and share financial information with clients or internal teams without manual work.
Pagar.me
Documentero
Triggers
Watch Balance Operations — Triggers when new balance operation occurred in your account balance.
Watch Chargebacks — Triggers when new chargeback are registered for your company.
Watch Customers — Triggers when new customers are created.
Watch Transactions — Triggers when new transaction are created.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Pagar.me using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Pagar.me using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF invoices from Pagar.me transactions
Create XLSX financial summaries from Pagar.me balance operations
Export DOCX reports for new Pagar.me customers
Generate PDF documentation for each Pagar.me chargeback
Create detailed XLSX transaction logs from Pagar.me data
Automatically generate DOCX account statements from Pagar.me
Export PDF receipts for payments processed through Pagar.me
Create XLSX reports of daily Pagar.me transactions for accounting
Generate PDF summaries of monthly chargebacks from Pagar.me
Automatically create DOCX customer profiles from Pagar.me records
How you can use Pagar.me + Documentero
Generate Customer Reports
Create PDF or DOCX reports automatically whenever a new customer is added in Pagar.me.
Monthly Transaction Summaries
Export all Pagar.me transactions into an XLSX file each month for accounting purposes.
Chargeback Documentation
Generate a detailed chargeback report in PDF whenever a new chargeback is registered.
Balance Operation Records
Automatically create a DOCX document each time a new balance operation occurs in your Pagar.me account.
Client Invoices
Use transaction data from Pagar.me to generate professional invoices in PDF or DOCX format.
Setup Guides
Make Tutorial: Integrate Pagar.me with Documentero
- Create a new scenario in Make.
- Add Pagar.me to the scenario and choose one of the triggers (Watch Balance Operations, Watch Chargebacks, Watch Customers). 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 Pagar.me trigger.
- Run or schedule your scenario and verify the output.
