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Restya Core - Create PDF, Word, Excel Documents
Restya Core connects with Documentero to turn project data into ready-to-use documents. When new tasks, comments, or activities are added, Documentero can automatically create reports, summaries, or logs in formats like PDF, DOCX, or XLSX. This makes it easier for teams to keep records, share updates, and prepare documents directly from their project workflows.
Restya Core
Documentero
Triggers
Watch New Members of the Project — Triggers when new members are added to a specific project.
Watch Global Comments — Triggers when a new global comment is added.
Watch New Activities — Triggers when a new activity is created.
Watch Task Comments — Triggers when a new task comment is added.
Watch New Tasks — Triggers when a new task is created.
Watch New Activities of the Task — Triggers when a new activity is created on a particular task.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Restya Core using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Restya Core using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF reports from new Restya Core project activities
Create DOCX summaries from Restya Core task comments
Export Restya Core project member changes to XLSX files
Generate project documentation from Restya Core task creation events
Create weekly activity logs from Restya Core and save as PDF
Export Restya Core global comments into structured DOCX files
Automatically generate XLSX reports of new tasks in Restya Core
Create printable project updates from Restya Core activities
Generate audit-ready reports from Restya Core task changes
Export Restya Core activity history into formatted PDF documents
How you can use Restya Core + Documentero
Project Member Reports
Generate a PDF report whenever new members join a project in Restya Core.
Task Activity Logs
Create a DOCX file that captures all new activities on a task for project documentation.
Comment Summaries
Automatically export global or task comments into a formatted document for review meetings.
Task Creation Records
Produce an XLSX file listing new tasks as they are created, ready for tracking or audits.
Activity-Based Notifications
Generate a report whenever a new activity is logged, helping managers keep updated records.
Setup Guides
Zapier Tutorial: Integrate Restya Core with Documentero
- Create a new Zap in Zapier.
- Add Restya Core to the zap and choose one of the triggers (Watch New Members of the Project, Watch Global Comments, Watch New Activities). 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 Restya Core trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Restya Core with Documentero
- Create a new scenario in Make.
- Add Restya Core to the scenario and choose one of the triggers (Watch New Members of the Project, Watch Global Comments, Watch New Activities). 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 Restya Core trigger.
- Run or schedule your scenario and verify the output.
