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ReferralHero - Create PDF, Word, Excel Documents
ReferralHero connects with Documentero to automatically create custom documents whenever referral events occur. You can generate welcome letters, certificates, or reports in .docx, .pdf, or .xlsx formats based on subscriber activity. This helps you keep communication consistent and ensures every referral milestone is documented in a professional way.
ReferralHero
Documentero
Triggers
Watch New Subscribers — Triggers when a new subscriber is added to your campaign.
Watch Unlocked Rewards — Triggers when a subscriber unlocks a reward.
Watch Deleted Subscribers — Triggers when a subscriber is deleted from your campaign.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from ReferralHero using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from ReferralHero using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF reward certificates when a referral milestone is reached
Create a DOCX welcome pack for every new subscriber in ReferralHero
Export deleted subscriber logs into an XLSX file for record keeping
Generate monthly referral performance reports in PDF format
Create personalized thank you letters for subscribers unlocking rewards
Automatically generate XLSX leaderboards of top referrers from ReferralHero data
Create branded referral program guidelines in DOCX whenever new subscribers join
Export subscriber activity summaries into PDF for campaign analysis
Generate custom invoices in DOCX for referral rewards distribution
Create printable recognition badges in PDF when subscribers achieve referral goals
How you can use ReferralHero + Documentero
Welcome Letters for New Subscribers
Generate a personalized welcome letter in PDF format each time a new subscriber joins your referral campaign.
Reward Certificates
Create a certificate in DOCX format when a subscriber unlocks a reward, ready to send via email or print.
Subscriber Deletion Reports
Automatically generate an XLSX report logging details whenever a subscriber is removed from your campaign.
Monthly Referral Summary
Compile a monthly PDF summary of all new subscribers and rewards unlocked using referral data.
Custom Thank You Notes
Send a personalized thank you note in DOCX format each time a reward is unlocked.
Setup Guides
Zapier Tutorial: Integrate ReferralHero with Documentero
- Create a new Zap in Zapier.
- Add ReferralHero to the zap and choose one of the triggers (Watch New Subscribers, Watch Unlocked Rewards, Watch Deleted Subscribers). 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 ReferralHero trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate ReferralHero with Documentero
- Create a new scenario in Make.
- Add ReferralHero to the scenario and choose one of the triggers (Watch New Subscribers, Watch Unlocked Rewards, Watch Deleted Subscribers). 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 ReferralHero trigger.
- Run or schedule your scenario and verify the output.
