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SolarWinds Service Desk - Create PDF, Word, Excel Documents
SolarWinds Service Desk integrates with Documentero to automatically turn IT service data into ready-to-use documents. Every time a new incident, change, or contract is created in SolarWinds, Documentero can generate a PDF, Word, or Excel file from your custom templates. This helps IT teams keep consistent records, share updates with stakeholders, and maintain compliance documentation without extra manual work.
SolarWinds Service Desk
Documentero
Triggers
Watch Hardwares — Triggers when a new hardware is created.
Watch Users — Triggers when a new user is created.
Watch Changes — Triggers when a new change is created.
Watch Problems — Triggers when a new problem is created.
Watch Releases — Triggers when a new release is created.
Watch Contracts — Triggers when a new contract is created.
Watch Incidents — Triggers when a new incident is created.
Watch Solutions — Triggers when a new solution is created.
Watch Other Assets — Triggers when a new other asset is created.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from SolarWinds Service Desk using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from SolarWinds Service Desk using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF reports from SolarWinds Service Desk incidents
Create Word documents for every new change request in SolarWinds
Export SolarWinds Service Desk contracts into Excel for compliance tracking
Generate formatted release notes documents from SolarWinds releases
Create onboarding documents when new users are added in SolarWinds
Automatically generate problem analysis reports from SolarWinds problems
Export hardware inventory records from SolarWinds into structured documents
Generate knowledge base solution documents from SolarWinds solutions
Create audit-ready reports for SolarWinds Service Desk asset changes
Automatically generate contract renewal summaries from SolarWinds contracts
How you can use SolarWinds Service Desk + Documentero
Incident Reports
Generate a PDF report whenever a new incident is logged in SolarWinds Service Desk.
Change Documentation
Create a Word file with details each time a new change request is submitted.
Contract Records
Automatically save new contracts as formatted documents for auditing purposes.
Release Notes
Produce a standardized release summary document when a new release is created.
User Onboarding Sheets
Generate onboarding documents when a new user is added to the system.
Setup Guides
Zapier Tutorial: Integrate SolarWinds Service Desk with Documentero
- Create a new Zap in Zapier.
- Add SolarWinds Service Desk to the zap and choose one of the triggers (Watch Hardwares, Watch Users, Watch Changes). 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 SolarWinds Service Desk trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate SolarWinds Service Desk with Documentero
- Create a new scenario in Make.
- Add SolarWinds Service Desk to the scenario and choose one of the triggers (Watch Hardwares, Watch Users, Watch Changes). 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 SolarWinds Service Desk trigger.
- Run or schedule your scenario and verify the output.
