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Raklet - Create PDF, Word, Excel Documents
Raklet connects with Documentero to automatically create professional documents whenever new member data or payments are recorded. Membership applications, renewal confirmations, and payment receipts can be generated in .docx, .pdf, or .xlsx formats. This integration helps organizations save time by producing ready-to-send files directly from Raklet events.
Raklet
Documentero
Triggers
Watch New Contact — Triggers when a new contact has been created.
Watch New Payment — Triggers when a new payment has been processed.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Raklet using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Raklet using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF receipts from Raklet payments
Create Word membership agreements from Raklet contact data
Export Raklet member lists into Excel spreadsheets
Generate personalized welcome letters when new Raklet contacts are added
Produce official donation acknowledgment letters from Raklet payment events
Create printable ID cards for new Raklet members using Documentero templates
Automatically generate renewal invoices from Raklet subscription payments
Export Raklet payment history into formatted PDF reports
Create customized event participation certificates for Raklet members
Generate detailed Excel financial summaries from Raklet recurring payments
How you can use Raklet + Documentero
Membership Certificates
Generate custom PDF certificates whenever a new member is registered in Raklet.
Payment Receipts
Automatically create and send a receipt document when a new payment is processed in Raklet.
Member Welcome Pack
Produce a personalized welcome document package for each new contact added in Raklet.
Subscription Renewal Letters
Create renewal letters in Word format when recurring payments are collected.
Financial Reports
Export Raklet payment data into formatted Excel reports using Documentero templates.
Setup Guides
Zapier Tutorial: Integrate Raklet with Documentero
- Create a new Zap in Zapier.
- Add Raklet to the zap and choose one of the triggers (Watch New Contact, Watch New Payment). 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 Raklet trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Raklet with Documentero
- Create a new scenario in Make.
- Add Raklet to the scenario and choose one of the triggers (Watch New Contact, Watch New Payment). 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 Raklet trigger.
- Run or schedule your scenario and verify the output.
