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ServiceWorks - Create PDF, Word, Excel Documents
ServiceWorks connects with Documentero to automatically create professional documents whenever new customer activity is detected. With this integration, businesses in the service industry can turn customer data into ready-to-use invoices, contracts, or reports. Using API, Make, or Zapier, you can set up workflows that generate .docx, .pdf, or .xlsx files without manual editing.
ServiceWorks
Documentero
Triggers
Watch Customers — Triggers when a selected type of customer has appeared.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from ServiceWorks using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from ServiceWorks using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF invoices from ServiceWorks customer data
Create custom service contracts from new ServiceWorks customer records
Export ServiceWorks customer lists into Excel reports with Documentero
Build personalized welcome letters for new ServiceWorks clients
Prepare scheduled maintenance documents from ServiceWorks job data
Generate detailed service history reports from ServiceWorks into PDF
Create branded estimate documents from ServiceWorks customer requests
Export ServiceWorks appointment details into formatted Excel sheets
Automatically generate renewal notices from ServiceWorks customer records
Create professional receipts from completed ServiceWorks transactions
How you can use ServiceWorks + Documentero
Generate Customer Invoices
When a new customer is added in ServiceWorks, Documentero can create a PDF invoice using a pre-designed template.
Create Service Agreements
Automatically produce a contract document in .docx format whenever a new customer signs up for a service.
Prepare Customer Reports
Generate an Excel report with customer details each time a new client is registered in ServiceWorks.
Send Welcome Packets
Trigger Documentero to compile a personalized PDF welcome packet for new customers detected by ServiceWorks.
Build Maintenance Schedules
Use customer triggers in ServiceWorks to create a detailed service schedule in .xlsx format via Documentero.
Setup Guides
Zapier Tutorial: Integrate ServiceWorks with Documentero
- Create a new Zap in Zapier.
- Add ServiceWorks to the zap and choose one of the triggers (Watch Customers). 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 ServiceWorks trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate ServiceWorks with Documentero
- Create a new scenario in Make.
- Add ServiceWorks to the scenario and choose one of the triggers (Watch Customers). 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 ServiceWorks trigger.
- Run or schedule your scenario and verify the output.
