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SmartTask - Create PDF, Word, Excel Documents
SmartTask connects with Documentero to turn project data into ready-to-use documents. You can set triggers in SmartTask, such as when a new task is created or completed, and automatically generate reports, summaries, or forms in Documentero. This integration helps teams quickly create .docx, .pdf, or .xlsx files based on custom templates without manual copy-paste work.
SmartTask
Documentero
Triggers
Watch New Contacts — Triggers when a new contact is added in SmartTask
Watch New Tasks Added to Project — Triggers when a new task is added to a project
Watch Task Completion — Triggers when a task is completed in a project
Watch Task Custom Field Updates — Triggers when the custom field is updated in a task
Watch Task Reminders — Triggers on task reminder notification.
Watch Task Updates — Triggers when tasks are updated in a project
Watch Tags Added to Task — Triggers when a particular tag is added to a task in the organization
Actions
Create Document - Generate Word, Excel or PDF Document based on data from SmartTask using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from SmartTask using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF reports from SmartTask project updates
Create Word documents from new SmartTask contacts
Export Excel task lists from SmartTask into Documentero templates
Generate client-ready proposals when SmartTask tasks are tagged
Produce onboarding documents when new SmartTask contacts are added
Create weekly project summaries in PDF when SmartTask tasks are updated
Automatically generate task completion certificates from SmartTask
Build custom Excel sheets from SmartTask task custom field updates
Export SmartTask reminder notifications into formatted Word notes
Create detailed project documentation from SmartTask task history
How you can use SmartTask + Documentero
New Contact Reports
When a new contact is added in SmartTask, Documentero can instantly create a welcome letter or onboarding document.
Task Completion Certificates
Automatically generate a completion certificate in PDF format when a task is marked as done in SmartTask.
Project Status Reports
Every time a task is updated, Documentero can create a project progress report in Word or Excel.
Custom Field Summaries
When a custom field in a task is updated, Documentero generates a summary sheet reflecting the latest details.
Reminder-Based Notes
Trigger Documentero to produce a meeting agenda or reminder note whenever a task reminder is sent in SmartTask.
Setup Guides
Zapier Tutorial: Integrate SmartTask with Documentero
- Create a new Zap in Zapier.
- Add SmartTask to the zap and choose one of the triggers (Watch New Contacts, Watch New Tasks Added to Project, Watch Task Completion). 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 SmartTask trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate SmartTask with Documentero
- Create a new scenario in Make.
- Add SmartTask to the scenario and choose one of the triggers (Watch New Contacts, Watch New Tasks Added to Project, Watch Task Completion). 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 SmartTask trigger.
- Run or schedule your scenario and verify the output.
