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Shipday - Create PDF, Word, Excel Documents
Shipday connects with Documentero to automatically create delivery documents whenever new events happen in your dispatch system. When an order is assigned or completed in Shipday, Documentero can generate ready-to-use PDFs, Word files, or spreadsheets from your templates. This helps delivery teams keep consistent records without manually preparing paperwork. The integration works through API, Make, or Zapier for flexible setup.
Shipday
Documentero
Triggers
Watch Events — Triggers when a new event has occurred.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Shipday using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Shipday using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF delivery receipts from Shipday events
Create Word driver assignment sheets from Shipday dispatch data
Export daily delivery logs from Shipday into Excel with Documentero
Build customer confirmation letters when a Shipday order is dispatched
Produce branded invoices from Shipday delivery records
Generate weekly performance reports from Shipday completed orders
Create proof of delivery documents linked to Shipday events
Export order tracking details from Shipday into formatted PDF files
Generate monthly delivery summaries from Shipday data in Excel
Create customized order forms from Shipday event triggers
How you can use Shipday + Documentero
Generate Delivery Receipts
Create PDF receipts from Documentero templates whenever a delivery is marked complete in Shipday.
Driver Assignment Reports
Produce .docx reports showing which driver was assigned to each order when a new event is logged in Shipday.
Daily Delivery Summaries
Automatically generate .xlsx spreadsheets summarizing all deliveries completed each day.
Customer Notification Documents
Prepare personalized order confirmation documents that can be sent to customers when Shipday records a new dispatch event.
Proof of Delivery Forms
Generate standardized forms in PDF format for customers to sign when a delivery is completed.
Setup Guides
Zapier Tutorial: Integrate Shipday with Documentero
- Create a new Zap in Zapier.
- Add Shipday 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 Shipday trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Shipday with Documentero
- Create a new scenario in Make.
- Add Shipday 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 Shipday trigger.
- Run or schedule your scenario and verify the output.
