R
Ronin - Create PDF, Word, Excel Documents
Ronin connects with Documentero to turn your invoicing, client, and project data into ready-to-use documents. You can automatically create contracts, invoices, or reports in .docx, .pdf, or .xlsx formats based on your Ronin events. This saves time when you need consistent paperwork generated from client, payment, or project updates.
Ronin
Documentero
Triggers
Watch New Clients — Triggers when a new client has been created.
Watch New Contacts — Triggers when a new contact has been created.
Watch New Estimates — Triggers when a new estimate has been created.
Watch New Expenses — Triggers when a new expense has been created.
Watch New Invoices — Triggers when a new invoice has been created.
Watch New Payments — Triggers when a new payment has been created.
Watch New Projects — Triggers when a new project has been created.
Watch New Staff — Triggers when a new staff member has been added.
Watch New Tasks — Triggers when a new task has been created.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Ronin using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Ronin using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF invoices from Ronin data
Create client contracts from new Ronin client records
Export Ronin project details into Word documents
Build Excel reports from Ronin expense entries
Generate payment receipts from Ronin payment events
Produce staff onboarding forms when new staff are added in Ronin
Create estimate documents from Ronin estimate records
Export task lists from Ronin into PDF reports
Generate contact information sheets from new Ronin contacts
Create monthly financial summaries from Ronin invoices and payments
How you can use Ronin + Documentero
Client Onboarding Documents
When a new client is added in Ronin, Documentero can generate a welcome packet or contract template automatically.
Invoice Archiving
Each time a new invoice is created in Ronin, Documentero can produce a PDF copy for records or compliance.
Project Reports
As new projects are created in Ronin, Documentero can generate project briefs or status report templates.
Expense Summaries
When new expenses are logged in Ronin, Documentero can build a monthly expense report in Excel format.
Payment Confirmations
Whenever a payment is recorded in Ronin, Documentero can create a branded receipt in PDF.
Setup Guides
Make Tutorial: Integrate Ronin with Documentero
- Create a new scenario in Make.
- Add Ronin to the scenario and choose one of the triggers (Watch New Clients, Watch New Contacts, Watch New Estimates). 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 Ronin trigger.
- Run or schedule your scenario and verify the output.
