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Placid - Create PDF, Word, Excel Documents
Placid connects with Documentero to make it easy to pair creative assets with professional documents. You can generate branded images or PDFs in Placid and then trigger Documentero to create matching contracts, reports, or spreadsheets. The integration works through API, Make, or Zapier, so you can set up automated workflows without manual file handling.
Placid
Documentero
Triggers
Watch Image — Triggers on new created image
Watch PDF — Triggers on new created pdf
Watch Video — Triggers on new created video
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Placid using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Placid using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate branded invoices from new Placid PDFs
Create custom sales contracts when a new Placid image is published
Export event attendee lists to .xlsx when new Placid certificates are made
Generate HR onboarding documents from Placid-designed welcome kits
Build product catalogs in .docx when new Placid product images are uploaded
Produce financial reports in PDF when Placid visuals are generated for presentations
Automatically create training manuals when Placid videos are released
Export press release templates in .docx when new Placid media kits are generated
Create partnership agreements from Placid-designed cover pages
Generate order confirmation documents when Placid creates new branded receipts
How you can use Placid + Documentero
Marketing Reports
Create a branded PDF report in Placid and automatically generate a matching .docx summary in Documentero.
Client Proposals
Trigger Documentero to produce a proposal document whenever Placid generates a new cover image.
Event Certificates
Use Placid to create a certificate design and have Documentero generate a personalized .pdf certificate for each attendee.
Product Sheets
Generate a product showcase image in Placid and pair it with a detailed .xlsx product sheet from Documentero.
Video Campaign Assets
When a new campaign video is created in Placid, automatically create supporting documents like briefs or contracts in Documentero.
Setup Guides
Zapier Tutorial: Integrate Placid with Documentero
- Create a new Zap in Zapier.
- Add Placid to the zap and choose one of the triggers (Watch Image, Watch PDF, Watch Video). 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 Placid trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Placid with Documentero
- Create a new scenario in Make.
- Add Placid to the scenario and choose one of the triggers (Watch Image, Watch PDF, Watch Video). 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 Placid trigger.
- Run or schedule your scenario and verify the output.
