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Platformly - Create PDF, Word, Excel Documents
Platformly connects with Documentero to turn contact data into ready-to-use documents. When new or updated contacts appear in Platformly, the information can be sent directly into Documentero templates. This makes it easy to produce PDFs, Word files, or spreadsheets that reflect the latest customer details. The integration works through API, Make, Zapier, or n8n, giving flexibility in how you set it up.
Platformly
Documentero
Triggers
Watch Contacts — Returns new and updated contacts.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Platformly using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Platformly using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF contracts from new Platformly contacts
Create Word proposals when a Platformly contact is updated
Export Platformly contact data into Excel spreadsheets with Documentero
Build personalized onboarding kits from Platformly contacts
Create printable client summaries from Platformly contact updates
Generate monthly account reports in Word from Platformly contact changes
Produce ready-to-send invoices from Platformly customer details
Create PDF certificates for new Platformly sign-ups
Export updated Platformly contacts into formatted mailing lists
Generate customized service agreements from Platformly contact data
How you can use Platformly + Documentero
Generate welcome letters
Automatically create personalized welcome letters in PDF format whenever a new contact is added in Platformly.
Create client reports
Use updated contact data to generate Word reports that summarize client information directly from Documentero templates.
Export contact lists
Send Platformly contact updates into Documentero to generate Excel spreadsheets for team sharing.
Prepare contracts
Trigger Documentero to fill contract templates with client details as soon as a contact is updated in Platformly.
Build follow-up documents
Generate follow-up letters or proposals in PDF whenever a contact record is changed in Platformly.
Setup Guides
Zapier Tutorial: Integrate Platformly with Documentero
- Create a new Zap in Zapier.
- Add Platformly to the zap and choose one of the triggers (Watch Contacts). 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 Platformly trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Platformly with Documentero
- Create a new scenario in Make.
- Add Platformly to the scenario and choose one of the triggers (Watch Contacts). 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 Platformly trigger.
- Run or schedule your scenario and verify the output.
n8n Tutorial: Integrate Platformly with Documentero
- Create a new workflow in n8n.
- Add Platformly to the workflow and choose one of the triggers (Watch Contacts). 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 Platformly trigger.
- Execute (or activate) your workflow and verify the output.
