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Siteglide - Create PDF, Word, Excel Documents
Siteglide connects with Documentero so you can automatically create documents whenever new data is added or updated in your website’s CRM, eCommerce store, or WebApps. For example, new orders, form submissions, or customer updates in Siteglide can trigger the generation of PDFs, Word files, or spreadsheets in Documentero. This makes it easy to produce invoices, reports, or records directly from your website activity without manual work.
Siteglide
Documentero
Triggers
Watch New CRM User — Triggers when a new user is added to your website's CRM.
Watch New eCommerce Order — Triggers when a new eCommerce Order is added to your website's CRM.
Watch New eCommerce Product — Triggers when a new eCommerce Product is created.
Watch New Form Case — Triggers when a form is submitted and a case is created.
Watch New WebApp Item — Triggers when a new WebApp item is created.
Watch Updated CRM User — Triggers when a CRM User is updated.
Watch Updated WebApp Item — Triggers when a WebApp item is updated.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Siteglide using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Siteglide using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF invoices from Siteglide eCommerce orders
Create Word documents for new CRM user registrations in Siteglide
Export Siteglide WebApp items into formatted Excel reports
Produce PDF records of form submissions from Siteglide cases
Generate updated client reports when Siteglide CRM users are modified
Create product specification sheets from new Siteglide eCommerce products
Automatically build Excel order summaries from Siteglide transactions
Generate Word-based contracts when new Siteglide CRM users are added
Export Siteglide form submission data into structured PDF files
Create updated WebApp documentation when Siteglide items are changed
How you can use Siteglide + Documentero
Generate Invoices from Orders
When a new eCommerce order is created in Siteglide, Documentero can generate a PDF invoice automatically.
Create CRM User Reports
Each time a new CRM user registers on your site, Documentero can build a welcome document or user profile file.
Produce WebApp Item Sheets
When a new WebApp item is added in Siteglide, Documentero can generate a formatted .docx or .xlsx sheet with the item details.
Form Submission Records
Every form submission that creates a case in Siteglide can trigger Documentero to generate a PDF record for storage or sharing.
Update-Based Reports
When a CRM user or WebApp item is updated, Documentero can produce an updated document reflecting the latest changes.
Setup Guides
Zapier Tutorial: Integrate Siteglide with Documentero
- Create a new Zap in Zapier.
- Add Siteglide to the zap and choose one of the triggers (Watch New CRM User, Watch New eCommerce Order, Watch New eCommerce Product). 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 Siteglide trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Siteglide with Documentero
- Create a new scenario in Make.
- Add Siteglide to the scenario and choose one of the triggers (Watch New CRM User, Watch New eCommerce Order, Watch New eCommerce Product). 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 Siteglide trigger.
- Run or schedule your scenario and verify the output.
