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SendX - Create PDF, Word, Excel Documents
SendX connects with Documentero to help you turn email marketing actions into ready-to-use documents. Whenever a trigger in SendX fires, Documentero can generate PDFs, Word files, or spreadsheets based on your templates. This makes it easy to create reports, confirmations, or records directly from your email campaigns without manual work.
SendX
Documentero
Triggers
Universal Trigger — Triggers when the entity to which you attached the webhook is executed.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from SendX using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from SendX using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF campaign reports from SendX email data
Create personalized welcome letters in Word when new subscribers join SendX
Export SendX subscriber activity into Excel using Documentero templates
Generate branded invoices in PDF for SendX-triggered purchases
Produce compliance-ready unsubscribe reports from SendX data
Create event attendee lists in Excel from SendX sign-ups
Automatically generate thank-you certificates in PDF after SendX campaign actions
Build monthly marketing summaries in Word from SendX campaign metrics
Generate lead qualification sheets in Excel from SendX subscriber details
Create personalized offer letters in PDF when SendX triggers a user action
How you can use SendX + Documentero
Campaign Performance Reports
Generate a PDF report in Documentero whenever a SendX campaign finishes, showing open rates, clicks, and subscriber growth.
Subscriber Welcome Pack
Automatically create a personalized .docx welcome document for each new subscriber added in SendX.
Invoice Generation
When a SendX-triggered purchase confirmation is sent, Documentero can generate a matching invoice in PDF format.
Event Registration Sheets
Create an Excel sheet in Documentero with all new event sign-ups collected through SendX campaigns.
Unsubscribe Records
Save a PDF record in Documentero whenever a subscriber unsubscribes via SendX.
Setup Guides
Zapier Tutorial: Integrate SendX with Documentero
- Create a new Zap in Zapier.
- Add SendX to the zap and choose one of the triggers (Universal Trigger). 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 SendX trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate SendX with Documentero
- Create a new scenario in Make.
- Add SendX to the scenario and choose one of the triggers (Universal Trigger). 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 SendX trigger.
- Run or schedule your scenario and verify the output.
Power Automate Tutorial: Integrate SendX with Documentero
- Create a new flow in Power Automate.
- Add SendX to the flow and choose one of the triggers (Universal Trigger). 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 SendX trigger.
- Test and save your flow.
