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Plutio - Create PDF, Word, Excel Documents
Plutio connects with Documentero to turn your business data into ready-to-use documents. You can generate contracts, invoices, proposals, or reports in .docx, .pdf, or .xlsx formats directly from Plutio events. With triggers like new projects, tasks, or form responses, Documentero automatically creates professional documents using your custom templates. This integration helps you keep client files, project paperwork, and financial records consistently formatted and easy to share.
Plutio
Documentero
Triggers
Watch Forms — Watches for forms.
Watch Invoices — Watches for invoices.
Watch People — Watches for people.
Watch Projects — Watches for projects.
Watch Proposals — Watches for proposals.
Watch Task Boards — Watches for task boards.
Watch Task Groups — Watches for task groups.
Watch Tasks — Watches for tasks.
Watch Templates — Watches for templates.
Watch Companies — Triggers when a new company is created.
Watch Contracts — Triggers when a new contract is created.
Watch Form Responses — Triggers when a new form response is submitted.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Plutio using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Plutio using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF invoices from Plutio invoices
Create Word contracts from new Plutio contract entries
Export Plutio project details into a custom PDF report
Generate Excel task lists from Plutio task boards
Produce branded proposal documents from Plutio proposals
Build company profile PDFs when a new company is added in Plutio
Create time tracking reports in Excel from Plutio data
Generate onboarding documents when new people are added in Plutio
Export signed agreements from Plutio contracts into PDF format
Automatically create notification logs in Word from Plutio webhook events
How you can use Plutio + Documentero
Generate Client Contracts
When a new contract is created in Plutio, Documentero can automatically generate a signed-ready PDF using your contract template.
Create Project Reports
Each time a new project is added in Plutio, Documentero can build a detailed project brief in Word or PDF format.
Invoice Documentation
As soon as an invoice is issued in Plutio, Documentero can produce a formatted invoice PDF that matches your company branding.
Proposal Exports
When a proposal is created in Plutio, Documentero can generate a polished document version for clients to review.
Form Response Summaries
Each time a form response is submitted in Plutio, Documentero can compile the data into a structured Excel or PDF report.
Setup Guides
Zapier Tutorial: Integrate Plutio with Documentero
- Create a new Zap in Zapier.
- Add Plutio to the zap and choose one of the triggers (Watch Forms, Watch Invoices, Watch People). 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 Plutio trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Plutio with Documentero
- Create a new scenario in Make.
- Add Plutio to the scenario and choose one of the triggers (Watch Forms, Watch Invoices, Watch People). 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 Plutio trigger.
- Run or schedule your scenario and verify the output.
