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Paperless.io - Create PDF, Word, Excel Documents
Paperless.io connects with Documentero to make it easy to generate ready-to-use files whenever a document is finalized. With the Watch Documents trigger, you can set Documentero to automatically create PDFs, Word files, or Excel sheets from your templates. The integration works through API, Make, or Zapier, giving you flexibility in how you set up your workflows. This helps teams save time by turning completed Paperless.io documents directly into formatted outputs.
Paperless.io
Documentero
Triggers
Watch Documents — Triggers when a document is completed.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Paperless.io using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Paperless.io using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF contracts from completed Paperless.io documents
Create Word-based client proposals when a Paperless.io draft is finalized
Export Excel reports from finished project documents in Paperless.io
Send signed Paperless.io agreements as formatted .docx files through Documentero
Produce branded PDF invoices from completed billing documents in Paperless.io
Generate employee onboarding packets in Word when HR forms are completed in Paperless.io
Create compliance reports in Excel from finalized Paperless.io records
Export finalized Paperless.io policies into PDF templates for distribution
Automatically generate financial statements in Excel when accounting files are completed in Paperless.io
Produce customer-facing PDF summaries from completed Paperless.io service documents
How you can use Paperless.io + Documentero
Contract Completion
When a contract is signed in Paperless.io, automatically generate a PDF copy using Documentero templates for sharing with clients.
Invoice Creation
Trigger Documentero to produce a .docx or .pdf invoice whenever a billing document is finalized in Paperless.io.
HR Onboarding
As soon as a new hire form is completed in Paperless.io, create a structured onboarding checklist in Word format via Documentero.
Project Reports
Generate a formatted Excel report in Documentero when a project summary document is finished in Paperless.io.
Legal Agreements
Produce a standardized legal agreement file from Documentero every time a legal document is completed in Paperless.io.
Setup Guides
Zapier Tutorial: Integrate Paperless.io with Documentero
- Create a new Zap in Zapier.
- Add Paperless.io to the zap and choose one of the triggers (Watch Documents). 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 Paperless.io trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Paperless.io with Documentero
- Create a new scenario in Make.
- Add Paperless.io to the scenario and choose one of the triggers (Watch Documents). 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 Paperless.io trigger.
- Run or schedule your scenario and verify the output.
