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Service Provider Pro - Create PDF, Word, Excel Documents
Service Provider Pro connects with Documentero to turn client data, orders, and invoices into ready-to-use documents. When forms are submitted, orders are placed, or invoices are paid in SPP, Documentero can automatically generate PDFs, Word files, or spreadsheets based on your templates. This helps agencies quickly prepare contracts, reports, and receipts without manual editing. The integration works through API, Make, or Zapier for flexible automation.
Service Provider Pro
Documentero
Triggers
Watch Forms — Triggers when a form is submitted.
Watch Accounts — Triggers when an account is created or deleted.
Watch Orders — Triggers when a new order is created or updated or order status changed or order is tagged.
Watch Tickets — Triggers when a ticket is created.
Watch Invoices — Triggers when an invoice is created or paid or refunded.
Watch Messages — Triggers when a message is posted.
Watch Subscriptions — Triggers when a subscription is paid or failed or canceled.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Service Provider Pro using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Service Provider Pro using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF invoices from SPP payments
Create Word contracts when new clients sign up in SPP
Export order details from SPP into Excel reports
Generate PDF receipts when subscriptions are renewed in SPP
Create client onboarding documents from SPP form submissions
Automatically prepare refund letters when invoices are refunded in SPP
Generate project summary documents when orders are updated in SPP
Export support ticket data from SPP into PDF logs
Create compliance reports from SPP account activity
Automatically generate account closure confirmations from SPP deletions
How you can use Service Provider Pro + Documentero
Generate Client Contracts
When a new account is created in SPP, Documentero can create a contract in .docx format using a pre-set template.
Invoice Archiving
Each time an invoice is paid in SPP, Documentero can generate a PDF copy for your records or client delivery.
Order Summaries
As soon as a new order is placed in SPP, Documentero can create a detailed order summary in PDF or Excel format.
Support Ticket Logs
When a ticket is submitted in SPP, Documentero can generate a report document to keep a record of client issues.
Subscription Reports
Every time a subscription payment is processed in SPP, Documentero can generate a monthly subscription report in Excel.
Setup Guides
Zapier Tutorial: Integrate Service Provider Pro with Documentero
- Create a new Zap in Zapier.
- Add Service Provider Pro to the zap and choose one of the triggers (Watch Forms, Watch Accounts, Watch Orders). 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 Service Provider Pro trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Service Provider Pro with Documentero
- Create a new scenario in Make.
- Add Service Provider Pro to the scenario and choose one of the triggers (Watch Forms, Watch Accounts, Watch Orders). 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 Service Provider Pro trigger.
- Run or schedule your scenario and verify the output.
