Q
QuickCapture - Create PDF, Word, Excel Documents
QuickCapture connects with Documentero so that every time a new record is captured in your project, it can automatically generate a document from your chosen template. Using the integration, you can turn incoming data into PDF reports, Word files, or Excel sheets without manual effort. This setup is useful for teams that need consistent documentation based on field entries or captured forms.
QuickCapture
Documentero
Triggers
Watch Project — Triggers when a captured record is sent.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from QuickCapture using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from QuickCapture using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF reports from QuickCapture records
Create Word documents from QuickCapture project data
Export QuickCapture entries into Excel spreadsheets
Produce client-ready documents from QuickCapture submissions
Generate compliance documents from QuickCapture field data
Build project summaries from QuickCapture form entries
Convert QuickCapture project updates into downloadable PDFs
Create standardized templates from QuickCapture inputs
Export QuickCapture data into formatted Word files
Automatically generate audit-ready records from QuickCapture events
How you can use QuickCapture + Documentero
Generate PDF Reports
When a new record is captured in QuickCapture, automatically create a PDF report in Documentero using a predefined template.
Create Word Summaries
Send captured project data to Documentero to generate a .docx summary document for team review.
Build Excel Logs
Every captured entry can be logged into an .xlsx file through Documentero for record keeping.
Client Deliverables
Automatically prepare a polished client-ready document whenever a project record is captured.
Archive Project Records
Convert captured data into standardized documents and store them for compliance or auditing purposes.
Setup Guides
Make Tutorial: Integrate QuickCapture with Documentero
- Create a new scenario in Make.
- Add QuickCapture to the scenario and choose one of the triggers (Watch Project). 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 QuickCapture trigger.
- Run or schedule your scenario and verify the output.
