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Revolut Business - Create PDF, Word, Excel Documents
Revolut Business connects with Documentero to turn payment activity into ready-to-use documents. When a draft payment is detected in Revolut Business, Documentero can generate invoices, payment confirmations, or financial reports in formats like PDF, DOCX, or XLSX. This helps businesses keep accurate records and share professional documents with clients or internal teams without manual work.
Revolut Business
Documentero
Triggers
Watch Draft Payments — Triggers when a new draft payment is found.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Revolut Business using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Revolut Business using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF invoices from Revolut Business draft payments
Create DOCX payment confirmation letters for clients based on Revolut Business data
Export Revolut Business draft payment details into XLSX financial reports
Generate branded receipts from Revolut Business draft payments
Create supplier payment request forms from Revolut Business draft transactions
Automatically generate monthly payment summaries from Revolut Business into PDF
Export Revolut Business draft payment data into custom contract templates
Create internal approval documents from Revolut Business draft payments
Automatically generate audit-ready reports from Revolut Business payment drafts
Export Revolut Business draft payment details into standardized compliance forms
How you can use Revolut Business + Documentero
Create Draft Payment Report
Automatically generate a PDF report each time a new draft payment is created in Revolut Business.
Generate Supplier Invoice
Use draft payment details to fill a custom invoice template and export it as DOCX or PDF.
Build Payment Summary Sheets
Send draft payment data to Documentero to create an XLSX summary for accounting teams.
Produce Client Payment Confirmation
Automatically generate a branded confirmation document whenever a draft payment is logged.
Archive Draft Payment Records
Export draft payment information into standardized templates for long-term record-keeping.
Setup Guides
Zapier Tutorial: Integrate Revolut Business with Documentero
- Create a new Zap in Zapier.
- Add Revolut Business to the zap and choose one of the triggers (Watch Draft Payments). 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 Revolut Business trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Revolut Business with Documentero
- Create a new scenario in Make.
- Add Revolut Business to the scenario and choose one of the triggers (Watch Draft Payments). 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 Revolut Business trigger.
- Run or schedule your scenario and verify the output.
