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Porsline - Create PDF, Word, Excel Documents
Porsline connects with Documentero so that every new survey response can be turned into a ready-to-use document. With the Watch Survey Response trigger, answers collected in Porsline are sent directly into Documentero templates. This makes it easy to create reports, certificates, or spreadsheets from survey data without manual copy-paste. The integration works through API or automation tools like Make, Zapier, and n8n.
Porsline
Documentero
Triggers
Watch Survey Response — Instantly gets all your new responder data.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Porsline using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Porsline using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF reports from Porsline survey responses
Create Word documents from Porsline feedback forms
Export Porsline survey data into Excel with Documentero
Build personalized certificates from Porsline training surveys
Produce structured HR evaluation documents from Porsline answers
Generate research summaries from Porsline market surveys
Create client satisfaction reports from Porsline responses
Export workshop feedback from Porsline into formatted documents
Generate event participation certificates from Porsline surveys
Create Excel dashboards from Porsline survey submissions
How you can use Porsline + Documentero
Survey Report Generation
Automatically create a PDF report in Documentero whenever a new survey response is submitted in Porsline.
Customer Feedback Log
Collect customer feedback from Porsline and export it into a structured Excel file using Documentero.
Training Certificate Issuance
Issue personalized certificates in Word or PDF format for participants who complete a training survey in Porsline.
Market Research Summary
Turn multiple survey responses into a consolidated research summary document in Documentero.
HR Evaluation Records
Generate standardized evaluation forms in .docx for each employee survey response gathered in Porsline.
Setup Guides
Zapier Tutorial: Integrate Porsline with Documentero
- Create a new Zap in Zapier.
- Add Porsline to the zap and choose one of the triggers (Watch Survey Response). 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 Porsline trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Porsline with Documentero
- Create a new scenario in Make.
- Add Porsline to the scenario and choose one of the triggers (Watch Survey Response). 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 Porsline trigger.
- Run or schedule your scenario and verify the output.
n8n Tutorial: Integrate Porsline with Documentero
- Create a new workflow in n8n.
- Add Porsline to the workflow and choose one of the triggers (Watch Survey Response). 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 Porsline trigger.
- Execute (or activate) your workflow and verify the output.
