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SimpleCirc - Create PDF, Word, Excel Documents
SimpleCirc connects with Documentero to turn subscriber data into ready-to-use documents. You can pull event information from SimpleCirc and automatically create invoices, renewal letters, or reports in .docx, .pdf, or .xlsx formats. This makes it easy to keep your subscribers informed and your records up to date without manual document work.
SimpleCirc
Documentero
Triggers
Watch Events — Watches events.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from SimpleCirc using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from SimpleCirc using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate subscription invoices from SimpleCirc events
Create subscriber renewal notices in PDF from SimpleCirc data
Export subscriber activity logs from SimpleCirc into Excel reports
Produce personalized welcome letters for new subscribers from SimpleCirc
Generate event attendance certificates from SimpleCirc records
Build custom subscriber statements from SimpleCirc with Documentero templates
Create printable mailing labels from SimpleCirc subscriber lists
Export SimpleCirc subscription summaries into formatted Word documents
Generate detailed circulation reports in Excel from SimpleCirc data
Automatically create thank-you letters for subscriber donations tracked in SimpleCirc
How you can use SimpleCirc + Documentero
Subscriber Renewal Letters
When a renewal event is logged in SimpleCirc, Documentero can generate personalized renewal letters in PDF format.
Monthly Subscriber Reports
Automatically create subscriber summary reports in Excel whenever new subscription events occur.
Welcome Packets
Generate customized welcome documents in Word for new subscribers as soon as they are added to SimpleCirc.
Invoice Creation
Produce invoices in PDF format whenever a payment event is recorded in SimpleCirc.
Event Attendance Certificates
Issue certificates in PDF for subscribers who attend special events tracked in SimpleCirc.
Setup Guides
Make Tutorial: Integrate SimpleCirc with Documentero
- Create a new scenario in Make.
- Add SimpleCirc 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 SimpleCirc trigger.
- Run or schedule your scenario and verify the output.
