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PayPal - Create PDF, Word, Excel Documents
With PayPal connected to Documentero, you can automatically turn payment activity into professional documents. Each transaction, plan, or notification from PayPal can trigger the creation of invoices, receipts, or financial reports in .docx, .pdf, or .xlsx formats. This integration makes it easy to keep accurate records and share documents with customers or your accounting team without manual work.
PayPal
Documentero
Triggers
New notification — Triggers when a new notification is received.
Watch custom app payments — Triggers when a new payment is made or a payment setting is changed.
Watch plans — Triggers when a new plan is added.
Watch transactions — Triggers when a new transaction related to a specified agreement is made .
Actions
Create Document - Generate Word, Excel or PDF Document based on data from PayPal using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from PayPal using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF invoices from PayPal payments
Create Excel financial summaries from PayPal transactions
Export PayPal subscription details to Word agreements
Build monthly revenue reports from PayPal data
Generate PDF donation receipts from PayPal nonprofit payments
Create downloadable order confirmations from PayPal sales
Export PayPal refund activity into structured PDF logs
Generate Excel cash flow reports from PayPal transactions
Create Word templates for PayPal recurring billing agreements
Automatically generate PDF payment confirmation letters from PayPal
How you can use PayPal + Documentero
Generate Receipts
Create PDF receipts in Documentero every time a new PayPal payment is received.
Monthly Reports
Automatically build an Excel report of all PayPal transactions at the end of each month.
Subscription Agreements
Generate a Word document for new PayPal subscription plans with customer details included.
Payment Notifications
Turn PayPal payment notifications into formal acknowledgment letters in PDF format.
Refund Records
Create a document log in Documentero whenever a PayPal refund is processed.
Setup Guides
Zapier Tutorial: Integrate PayPal with Documentero
- Create a new Zap in Zapier.
- Add PayPal to the zap and choose one of the triggers (New notification, Watch custom app payments, Watch plans). 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 PayPal trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate PayPal with Documentero
- Create a new scenario in Make.
- Add PayPal to the scenario and choose one of the triggers (New notification, Watch custom app payments, Watch plans). 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 PayPal trigger.
- Run or schedule your scenario and verify the output.
n8n Tutorial: Integrate PayPal with Documentero
- Create a new workflow in n8n.
- Add PayPal to the workflow and choose one of the triggers (New notification, Watch custom app payments, Watch plans). 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 PayPal trigger.
- Execute (or activate) your workflow and verify the output.
