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Softr - Create PDF, Word, Excel Documents
Softr connects your Airtable data with Documentero to automatically create documents whenever records are added or updated. By linking Softr’s database events to Documentero, you can generate .docx, .pdf, or .xlsx files from custom templates without manual work. This setup is useful for producing reports, client documents, or invoices directly from your Softr apps. Integration can be done through API or automation tools like Zapier, Make, or n8n.
Softr
Documentero
Triggers
Database Record Added — Triggers when a new record is added in a database.
Database Record Updated — Triggers when a record in a selected database is updated.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Softr using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Softr using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF invoices from Softr Airtable data
Create Word contracts from new Softr client records
Export Excel reports when Softr project data is updated
Build personalized onboarding documents from Softr signups
Generate PDF certificates from Softr membership data
Produce sales proposals from Softr deal entries
Automatically create shipping labels from Softr order records
Export financial summaries in Excel from Softr billing data
Generate HR documents from Softr employee records
Create PDF meeting notes from Softr event updates
How you can use Softr + Documentero
Client Onboarding Packets
When a new client record is added in Softr, Documentero generates a personalized onboarding packet in PDF format.
Project Status Reports
Every time a project record is updated in Softr, Documentero creates an updated status report in Word or PDF.
Invoice Creation
Generate invoices in PDF or Excel whenever a billing record is added in Softr’s Airtable database.
Membership Certificates
Automatically create and send certificates in PDF when a new member joins through a Softr portal.
Contract Drafts
Produce contract documents in Word format whenever a new deal record is created in Softr.
Setup Guides
Zapier Tutorial: Integrate Softr with Documentero
- Create a new Zap in Zapier.
- Add Softr to the zap and choose one of the triggers (Database Record Added, Database Record Updated). 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 Softr trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Softr with Documentero
- Create a new scenario in Make.
- Add Softr to the scenario and choose one of the triggers (Database Record Added, Database Record Updated). 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 Softr trigger.
- Run or schedule your scenario and verify the output.
n8n Tutorial: Integrate Softr with Documentero
- Create a new workflow in n8n.
- Add Softr to the workflow and choose one of the triggers (Database Record Added, Database Record Updated). 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 Softr trigger.
- Execute (or activate) your workflow and verify the output.
