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Simplero - Create PDF, Word, Excel Documents
Simplero connects with Documentero so coaches and course creators can automatically generate documents whenever key events happen in their business. For example, when someone buys a course or joins a membership, Documentero can create personalized contracts, invoices, or welcome packets. This integration works through API, Zapier, Make, or n8n, giving users flexible ways to connect their data and templates. It helps turn Simplero events into ready-to-use files like .docx, .pdf, or .xlsx without manual work.
Simplero
Documentero
Triggers
Watch Purchase Added — Triggers when a new purchase is added.
Watch Purchase Deleted — Triggers when a purchase is deleted.
Watch Subscription Added — Triggers when a contact is subscribed to the list.
Watch Subscription Deleted — Triggers when a contact is unsubscribed from the list.
Watch Tag Added — Triggers when a tag is added to the contact.
Watch Tag Removed — Triggers when a tag is removed from the contact.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Simplero using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Simplero using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF invoices from Simplero purchases
Create custom welcome packets when a new Simplero subscription is added
Export Simplero contact tags into formatted Excel reports
Generate cancellation letters when a Simplero subscription is deleted
Create branded certificates for Simplero course buyers
Automatically generate refund confirmation PDFs when a Simplero purchase is removed
Export Simplero membership data into structured Word documents
Create personalized offer letters when a tag is added to a Simplero contact
Generate monthly revenue reports from Simplero purchases in Excel format
Automatically prepare client agreements when a new Simplero subscription starts
How you can use Simplero + Documentero
Generate Course Completion Certificates
When a purchase is added in Simplero, Documentero can create a personalized PDF certificate for the customer.
Create Membership Agreements
When a new subscription is added, Documentero produces a membership agreement document from a stored template.
Send Personalized Welcome Letters
When a tag is added to a contact, Documentero generates a welcome letter in PDF or DOCX format.
Produce Refund Acknowledgments
When a purchase is deleted in Simplero, Documentero creates a refund acknowledgment letter automatically.
Generate Subscription Cancellation Notices
When a subscription is removed, Documentero prepares a cancellation notice document for record-keeping.
Setup Guides
Zapier Tutorial: Integrate Simplero with Documentero
- Create a new Zap in Zapier.
- Add Simplero to the zap and choose one of the triggers (Watch Purchase Added, Watch Purchase Deleted, Watch Subscription Added). 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 Simplero trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Simplero with Documentero
- Create a new scenario in Make.
- Add Simplero to the scenario and choose one of the triggers (Watch Purchase Added, Watch Purchase Deleted, Watch Subscription Added). 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 Simplero trigger.
- Run or schedule your scenario and verify the output.
n8n Tutorial: Integrate Simplero with Documentero
- Create a new workflow in n8n.
- Add Simplero to the workflow and choose one of the triggers (Watch Purchase Added, Watch Purchase Deleted, Watch Subscription Added). 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 n8n: Add Documentero as the next step and connect it using your API key.
- In your workflow, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Simplero trigger.
- Execute (or activate) your workflow and verify the output.
