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Payment Rails - Create PDF, Word, Excel Documents
Payment Rails connects with Documentero to help businesses create professional documents whenever payout or recipient details change. With this setup, you can automatically generate payment confirmations, recipient reports, or compliance records in .docx, .pdf, or .xlsx formats. The integration works through API or Make, making it easy to tie payment events directly to document creation.
Payment Rails
Documentero
Triggers
Watch Recipient Updated — Triggers when a recipient is updated.
Watch Payment Status Updated — Triggers when a payment's status is updated.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Payment Rails using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Payment Rails using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF payment receipts from Payment Rails transactions
Create .docx recipient update letters when recipient details change in Payment Rails
Export monthly payout data from Payment Rails into .xlsx financial reports
Generate compliance documents in PDF whenever Payment Rails updates recipient records
Create audit-ready payment status logs from Payment Rails in Documentero
Automatically generate vendor statements in .docx when Payment Rails completes payouts
Create payment dispute documentation in PDF based on Payment Rails status updates
Export recipient onboarding reports from Payment Rails to Documentero in .docx format
Generate quarterly financial summaries in .xlsx using Payment Rails payout data
Create transaction confirmation letters in PDF whenever Payment Rails updates payment statuses
How you can use Payment Rails + Documentero
Generate Payment Confirmation
Create a PDF confirmation file in Documentero whenever a payment status is updated in Payment Rails.
Recipient Update Report
Produce a .docx report each time a recipient’s information is updated, ensuring records stay current.
Monthly Payout Summary
Automatically compile an .xlsx summary of all payments processed through Payment Rails for monthly reporting.
Compliance Documentation
Generate compliance-ready documents in PDF format whenever recipient details are changed.
Internal Audit Files
Create detailed audit-ready files in Documentero whenever payment events occur in Payment Rails.
Setup Guides
Make Tutorial: Integrate Payment Rails with Documentero
- Create a new scenario in Make.
- Add Payment Rails to the scenario and choose one of the triggers (Watch Recipient Updated, Watch Payment Status Updated). 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 Payment Rails trigger.
- Run or schedule your scenario and verify the output.
