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SendPulse - Create PDF, Word, Excel Documents
SendPulse can connect with Documentero to turn customer interactions into ready-to-use documents. Whenever a new event happens in SendPulse, such as a subscription or message activity, the data can be sent to Documentero to generate files like contracts, reports, or confirmations. With integrations through API, Make, or Zapier, you can set up automated document creation without manual data entry.
SendPulse
Documentero
Triggers
Watch Events — Triggers when new events happen in SendPulse.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from SendPulse using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from SendPulse using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF receipts from SendPulse donation events
Create personalized certificates from SendPulse event registrations
Export SendPulse campaign data into ready-to-share Excel reports
Generate customer agreements when new subscribers confirm via SendPulse
Produce branded welcome letters for new SendPulse contacts
Automatically create invoices from SendPulse order confirmations
Generate PDF confirmations after SendPulse form submissions
Create monthly marketing performance reports from SendPulse data
Export SendPulse survey responses into formatted Word documents
Automatically generate thank-you letters from SendPulse donation triggers
How you can use SendPulse + Documentero
Subscriber Welcome Pack
When a new subscriber joins via SendPulse, automatically generate a personalized welcome PDF through Documentero.
Event Attendance Certificate
Create attendance certificates in .docx or PDF format for participants after an event notification is triggered in SendPulse.
Monthly Campaign Report
Generate detailed .xlsx reports of campaign performance whenever new campaign data is available in SendPulse.
Customer Agreement
Automatically produce a signed agreement document when a customer confirms their subscription through SendPulse.
Donation Receipt
SendPulse donation events can trigger Documentero to create and email official PDF receipts to donors.
Setup Guides
Zapier Tutorial: Integrate SendPulse with Documentero
- Create a new Zap in Zapier.
- Add SendPulse to the zap and choose one of the triggers (Watch Events). 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 SendPulse trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate SendPulse with Documentero
- Create a new scenario in Make.
- Add SendPulse to the scenario and choose one of the triggers (Watch Events). 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 SendPulse trigger.
- Run or schedule your scenario and verify the output.
