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Prefinery - Create PDF, Word, Excel Documents
Prefinery connects with Documentero to turn referral and user activity data into ready-to-use documents. When new users join, unsubscribe, or create referrals, Documentero can automatically generate personalized PDFs, reports, or spreadsheets. This makes it easy to keep track of campaign performance, share updates with your team, or provide participants with custom documents without manual work.
Prefinery
Documentero
Triggers
Watch Created Referral — Triggers when a new referral is created.
Watch Resubscribed User — Triggers when a user is resubscribed.
Watch Unsubscribed User — Triggers when a user is unsubscribed.
Watch Applied User — Triggers when a user is applied.
Watch Created User — Triggers when a new user is created.
Watch Deleted User — Triggers when a user is deleted.
Watch Updated User — Triggers when an existing user is updated.
Watch Imported User — Triggers when a user is imported.
Watch Suspended User — Triggers when a user is suspended.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Prefinery using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Prefinery using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF referral performance reports from Prefinery data
Create personalized welcome letters for new Prefinery users in .docx format
Export Prefinery unsubscribed users into Excel spreadsheets for analysis
Generate compliance-ready suspension documents for Prefinery suspended users
Create branded re-engagement offers in PDF when a Prefinery user resubscribes
Automatically generate investor update reports from Prefinery referral growth data
Export Prefinery deleted user records into .xlsx for audit purposes
Generate user application summaries in PDF whenever someone applies through Prefinery
Create milestone certificates in .docx for users reaching referral goals in Prefinery
Export updated Prefinery user profiles into Excel for team distribution
How you can use Prefinery + Documentero
Referral Summary Reports
Generate weekly PDF reports from Prefinery referral data to share campaign results with stakeholders.
User Welcome Kits
Automatically create personalized .docx welcome kits for new users when they sign up in Prefinery.
Unsubscribe Logs
Export unsubscribed user lists from Prefinery into .xlsx files for compliance and record-keeping.
Re-engagement Letters
Create custom letters in PDF format for resubscribed users, triggered directly from Prefinery events.
Suspension Notices
Generate official suspension notices in .docx format whenever a user is suspended in Prefinery.
Setup Guides
Zapier Tutorial: Integrate Prefinery with Documentero
- Create a new Zap in Zapier.
- Add Prefinery to the zap and choose one of the triggers (Watch Created Referral, Watch Resubscribed User, Watch Unsubscribed User). 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 Prefinery trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Prefinery with Documentero
- Create a new scenario in Make.
- Add Prefinery to the scenario and choose one of the triggers (Watch Created Referral, Watch Resubscribed User, Watch Unsubscribed User). 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 Prefinery trigger.
- Run or schedule your scenario and verify the output.
