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SendOwl - Create PDF, Word, Excel Documents
SendOwl connects with Documentero so you can automatically create professional documents whenever an order, payment, or subscription event happens. For example, when a customer completes a purchase, Documentero can generate invoices, receipts, or custom reports in .docx, .pdf, or .xlsx formats. This integration helps sellers deliver consistent paperwork without manual effort and keeps records organized for both customers and business owners.
SendOwl
Documentero
Triggers
Watch Order Completed — Triggers when an order has been completed.
Watch New Refund — Triggers when a refund is issued.
Watch New Payment — Triggers when a payment is made to order in SendOwl.
Watch New Subscription — Triggers when a subscription order reaches complete or cancelled state in SendOwl.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from SendOwl using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from SendOwl using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF receipts from SendOwl orders
Create refund confirmation letters from SendOwl refunds
Export payment details from SendOwl into Excel using Documentero
Generate subscription cancellation reports from SendOwl events
Create branded invoices from SendOwl completed orders
Automatically generate customer order summaries in Word from SendOwl
Export SendOwl sales data into Documentero templates for reporting
Create personalized thank you letters for SendOwl purchases
Automatically generate monthly sales reports from SendOwl transactions
Export SendOwl subscription details into Documentero for record keeping
How you can use SendOwl + Documentero
Generate Invoices
Create a PDF invoice in Documentero every time a SendOwl order is completed.
Issue Refund Notes
Automatically produce a refund confirmation document when SendOwl reports a new refund.
Payment Receipts
Generate a receipt file in .docx or .pdf format each time a payment is recorded in SendOwl.
Subscription Reports
Build a summary report in Excel whenever a subscription reaches a completed or cancelled state.
Customer Welcome Pack
Deliver a personalized welcome document when a customer makes their first purchase through SendOwl.
Setup Guides
Zapier Tutorial: Integrate SendOwl with Documentero
- Create a new Zap in Zapier.
- Add SendOwl to the zap and choose one of the triggers (Watch Order Completed, Watch New Refund, Watch New Payment). 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 SendOwl trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate SendOwl with Documentero
- Create a new scenario in Make.
- Add SendOwl to the scenario and choose one of the triggers (Watch Order Completed, Watch New Refund, Watch New Payment). 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 SendOwl trigger.
- Run or schedule your scenario and verify the output.
