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Simvoly - Create PDF, Word, Excel Documents
Simvoly connects with Documentero to turn your website data into ready-to-use documents. Every time a booking, order, or form submission happens in Simvoly, Documentero can automatically create a PDF, Word, or Excel file from your templates. This makes it easy to produce invoices, contracts, or reports without manual work. The integration works through API or Make, giving you flexible automation options.
Simvoly
Documentero
Triggers
Watch Bookings — Triggers when a new booking is made.
Watch Contacts — Triggers when a new contact is created.
Watch Form Submissions — Triggers when a form is submitted.
Watch Members — Triggers when a new member is created.
Watch Orders — Triggers when a new order is created.
Watch Products — Triggers when a new product is created.
Watch Booking Created — Triggers when a new booking is created.
Watch Contact Activities — Triggers when a new contact is created or an existing contact is updated.
Watch Order Created — Triggers when a new order is created.
Watch Order Updated — Triggers when a new order is updated.
Watch Product Created — Triggers when a new product is created.
Watch Product Updated — Triggers when a new product is updated.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Simvoly using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Simvoly using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate invoices from Simvoly orders in PDF format
Create booking confirmation letters from Simvoly bookings
Export Simvoly contact data into Excel reports
Produce contracts for new Simvoly members in Word format
Generate sales reports from Simvoly order updates
Create product specification sheets from new Simvoly products
Export Simvoly form submissions into structured PDF files
Generate activity logs from Simvoly contact updates
Create order summary documents from Simvoly e-commerce sales
Automatically produce booking schedules from Simvoly booking data
How you can use Simvoly + Documentero
Booking Confirmations
Generate a PDF confirmation letter every time a new booking is created in Simvoly.
Order Invoices
Automatically create a professional invoice in .docx or .pdf format when a customer places an order.
Membership Agreements
Produce a custom membership contract whenever a new member signs up through your Simvoly site.
Contact Records
Export new contact details into a formatted Excel sheet for easy record-keeping.
Form Submission Reports
Turn each form submission into a structured report document for internal review or client sharing.
Setup Guides
Make Tutorial: Integrate Simvoly with Documentero
- Create a new scenario in Make.
- Add Simvoly to the scenario and choose one of the triggers (Watch Bookings, Watch Contacts, Watch Form Submissions). 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 Simvoly trigger.
- Run or schedule your scenario and verify the output.
