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SendGrid - Create PDF, Word, Excel Documents
SendGrid integrates with Documentero to let you automatically create personalized documents and send them by email in one workflow. You can use triggers from SendGrid, like new contact lists or recipients, to generate custom PDF, Word, or Excel files in Documentero. This makes it easy to send contracts, reports, or personalized letters directly to your audience without manual work.
SendGrid
Documentero
Triggers
Watch new Lists (Legacy) — Triggers when a new list is created. Using Legacy Marketing Campaigns API.
Watch new Recipients (Legacy) — Triggers when a new recipient is created. Using Legacy Marketing Campaigns API.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from SendGrid using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from SendGrid using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF contracts from SendGrid contact lists
Create personalized invoices in Documentero and email via SendGrid
Export custom Excel reports and distribute through SendGrid campaigns
Generate Word proposals from SendGrid recipient data
Send personalized certificates created in Documentero through SendGrid
Automatically create donation receipts in PDF and email with SendGrid
Produce account statements in Documentero and deliver via SendGrid
Generate personalized newsletters in Word and send through SendGrid
Create event tickets in PDF with Documentero and send to SendGrid recipients
Automatically generate membership letters and distribute using SendGrid
How you can use SendGrid + Documentero
Welcome Packets
When a new recipient is added in SendGrid, Documentero can generate a personalized welcome packet in PDF format and SendGrid delivers it by email.
Monthly Reports
Automatically create detailed monthly reports in Documentero and send them to a list of recipients managed in SendGrid.
Event Invitations
Generate customized event invitations in .docx or PDF with Documentero and email them to new SendGrid contact lists.
Invoices
When a new client is added to SendGrid, Documentero can create a tailored invoice in .pdf or .xlsx and SendGrid sends it instantly.
Survey Results
Collect survey responses, generate summary documents with Documentero, and distribute them to participants via SendGrid.
Setup Guides
Zapier Tutorial: Integrate SendGrid with Documentero
- Create a new Zap in Zapier.
- Add SendGrid to the zap and choose one of the triggers (Watch new Lists (Legacy), Watch new Recipients (Legacy)). 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 SendGrid trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate SendGrid with Documentero
- Create a new scenario in Make.
- Add SendGrid to the scenario and choose one of the triggers (Watch new Lists (Legacy), Watch new Recipients (Legacy)). 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 SendGrid trigger.
- Run or schedule your scenario and verify the output.
n8n Tutorial: Integrate SendGrid with Documentero
- Create a new workflow in n8n.
- Add SendGrid to the workflow and choose one of the triggers (Watch new Lists (Legacy), Watch new Recipients (Legacy)). 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 n8n: Add Documentero as the next step and connect it using your API key.
- In your workflow, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the SendGrid trigger.
- Execute (or activate) your workflow and verify the output.
Power Automate Tutorial: Integrate SendGrid with Documentero
- Create a new flow in Power Automate.
- Add SendGrid to the flow and choose one of the triggers (Watch new Lists (Legacy), Watch new Recipients (Legacy)). 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 Power Automate: Add Documentero as the next step and connect it using your API key.
- In your flow, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the SendGrid trigger.
- Test and save your flow.
