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Smartsheet - Create PDF, Word, Excel Documents
Smartsheet connects with Documentero to turn project data and updates into ready-to-use documents. When new rows or events are added in Smartsheet, Documentero can automatically generate reports, contracts, or spreadsheets using custom templates. This helps teams quickly move from collected data to professional files without manual formatting. The integration works through API, Make, Zapier, or Power Automate for flexible automation options.
Smartsheet
Documentero
Triggers
Watch Rows — Triggers when a new row is added.
New Event — Triggers when a new event occurs.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Smartsheet using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Smartsheet using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF reports from Smartsheet rows
Create custom invoices from Smartsheet project data
Export Smartsheet task lists into formatted Word documents
Generate Excel files from Smartsheet budget updates
Automatically create contracts from Smartsheet event entries
Produce client-ready proposals from Smartsheet project sheets
Generate attendance reports from Smartsheet event logs
Create progress tracking documents from Smartsheet updates
Export Smartsheet schedules into printable PDF calendars
Generate compliance reports from Smartsheet project records
How you can use Smartsheet + Documentero
Project Status Reports
Generate a PDF project status report in Documentero whenever a new row is added in Smartsheet.
Event-Based Contracts
Create a contract document when a new event is logged in Smartsheet.
Task Assignment Sheets
Produce a .docx task assignment file from Smartsheet updates for team distribution.
Budget Tracking
Export Smartsheet budget data into a formatted .xlsx report using Documentero templates.
Meeting Summaries
Automatically generate a meeting summary PDF when a new event is added in Smartsheet.
Setup Guides
Zapier Tutorial: Integrate Smartsheet with Documentero
- Create a new Zap in Zapier.
- Add Smartsheet to the zap and choose one of the triggers (Watch Rows, New Event). 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 Smartsheet trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Smartsheet with Documentero
- Create a new scenario in Make.
- Add Smartsheet to the scenario and choose one of the triggers (Watch Rows, New Event). 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 Smartsheet trigger.
- Run or schedule your scenario and verify the output.
Power Automate Tutorial: Integrate Smartsheet with Documentero
- Create a new flow in Power Automate.
- Add Smartsheet to the flow and choose one of the triggers (Watch Rows, New Event). 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 Power Automate: Add Documentero as the next step and connect it using your API key.
- In your flow, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Smartsheet trigger.
- Test and save your flow.
