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Shortcuts - Create PDF, Word, Excel Documents
With Shortcuts on iOS, you can connect everyday actions on your phone to Documentero for fast document creation. By sending data from a shortcut, you can instantly generate Word, PDF, or Excel files using your saved templates. The integration works with API, Make, or Zapier, so you can connect Siri commands or other app actions directly to Documentero’s document generation process.
Shortcuts
Documentero
Triggers
Watch Shortcuts — Triggers when a shortcut sends data from your device.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Shortcuts using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Shortcuts using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF invoices from iOS Shortcuts
Create Word contracts using Documentero and Siri commands
Export Excel reports from Shortcuts data into Documentero templates
Generate personalized letters from iPhone Shortcuts with Documentero
Create client proposals by sending data from Shortcuts to Documentero
Automatically produce shipping labels from Shortcuts into Documentero PDFs
Generate HR forms from iOS Shortcuts using Documentero templates
Create project status reports directly from Shortcuts into Documentero
Export signed agreements from Shortcuts into Documentero-generated Word files
Generate purchase orders by connecting iOS Shortcuts with Documentero
How you can use Shortcuts + Documentero
Create invoices with Siri
Ask Siri to run a shortcut that sends customer and order details to Documentero, which instantly produces a ready-to-send invoice.
Generate travel expense reports
Log expenses in Shortcuts on your iPhone, then forward the data to Documentero to create a formatted PDF report.
Produce contracts on the go
Fill out key client information in a shortcut and send it to Documentero to generate a contract in Word format.
Export meeting notes
Capture notes with Shortcuts and automatically create a professional meeting summary document with Documentero.
Build sales quotes
Enter product and pricing details in Shortcuts and generate a polished sales quote PDF with Documentero.
Setup Guides
Zapier Tutorial: Integrate Shortcuts with Documentero
- Create a new Zap in Zapier.
- Add Shortcuts to the zap and choose one of the triggers (Watch Shortcuts). 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 Shortcuts trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Shortcuts with Documentero
- Create a new scenario in Make.
- Add Shortcuts to the scenario and choose one of the triggers (Watch Shortcuts). 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 Shortcuts trigger.
- Run or schedule your scenario and verify the output.
