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Paystack - Create PDF, Word, Excel Documents
Paystack connects with Documentero to help businesses automatically create professional documents from payment events. When invoices, transactions, or subscriptions occur in Paystack, Documentero can generate ready-to-use PDFs, Word files, or Excel reports. This makes it easier to keep financial records organized and share official documents with customers or internal teams without manual work.
Paystack
Documentero
Triggers
Watch Customer Identifications — Triggers when a new customer identification event (success or failed) occurs.
Watch Disputes — Triggers when a new dispute event (created, reminder or resolved) occurs.
Watch Invoices — Triggers when a new invoice event (created, updated or failed) occurs.
Watch Payment Requests — Triggers when a new payment request event (pending or successful) occurs.
Watch Subscriptions — Triggers when a new subscription event (created or disabled) occurs.
Watch Transactions — Triggers when transaction was successful.
Watch Transfers — Triggers when a new transfer event (successful, reversed or failed) occurs.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Paystack using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Paystack using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF receipts from Paystack transactions
Create Excel financial summaries from Paystack payment events
Export Word documents with customer identification details from Paystack
Generate PDF reports for Paystack disputes
Create official payment request letters from Paystack events
Produce downloadable invoices from Paystack invoice updates
Export subscription renewal documents from Paystack subscriptions
Automatically generate transfer summary reports from Paystack transfers
Create audit-ready Excel sheets from Paystack transaction history
Generate compliance documents from Paystack customer identification events
How you can use Paystack + Documentero
Invoice Documentation
Generate a PDF invoice in Documentero whenever a new invoice is created in Paystack.
Transaction Reports
Create an Excel report in Documentero each time a successful transaction is recorded in Paystack.
Dispute Records
Automatically produce a Word document summarizing dispute details whenever Paystack logs a new dispute.
Subscription Agreements
Generate a subscription agreement document in Documentero when a new subscription is activated in Paystack.
Transfer Confirmations
Produce a PDF confirmation document in Documentero every time a transfer is successful in Paystack.
Setup Guides
Zapier Tutorial: Integrate Paystack with Documentero
- Create a new Zap in Zapier.
- Add Paystack to the zap and choose one of the triggers (Watch Customer Identifications, Watch Disputes, Watch Invoices). 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 Paystack trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Paystack with Documentero
- Create a new scenario in Make.
- Add Paystack to the scenario and choose one of the triggers (Watch Customer Identifications, Watch Disputes, Watch Invoices). 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 Paystack trigger.
- Run or schedule your scenario and verify the output.
