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Storeman - Create PDF, Word, Excel Documents

Storeman connects with Documentero to turn your item and space data into ready-to-use documents. When new items or spaces are created, updated, or deleted in Storeman, Documentero can instantly generate reports, PDFs, or spreadsheets. This helps teams keep accurate records and share information without extra manual work.

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Storeman

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Documentero

Triggers

Watch Items — Runs when a new items are created in your account.
Watch Spaces — Runs when a new spaces are created in your account.
Watch Created Item — Triggers when an item is created.
Watch Deleted Item — Triggers when an item is deleted.
Watch Updated Item — Triggers when an item is updated.
Watch Created Space — Triggers when a space is created.
Watch Deleted Space — Triggers when a space is deleted.
Watch Updated Space — Triggers when a space is updated.

Actions

Create Document - Generate Word, Excel or PDF Document based on data from Storeman using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Storeman using Document Template and sends it to the specified email as an attachment.

Use Cases

Automatically generate PDF reports when new items are created in Storeman
Create Excel inventory sheets from updated Storeman items
Export deleted item logs from Storeman into Documentero templates
Generate Word documents whenever a new space is added in Storeman
Create PDF activity summaries when spaces are updated in Storeman
Export Storeman data into customized contract templates in Documentero
Automatically generate compliance reports from Storeman item changes
Create Excel dashboards from Storeman space updates
Export Storeman item details into formatted product sheets
Generate PDF archives of Storeman space deletions

How you can use Storeman + Documentero

Generate item reports
Create a PDF report in Documentero whenever a new item is added in Storeman.
Track space changes
Automatically generate a .docx summary when a new space is created or updated in Storeman.
Archive deleted items
Produce a PDF log through Documentero each time an item is deleted in Storeman.
Inventory updates
Send updated item details from Storeman to Documentero and export them into an Excel file for recordkeeping.
Space activity logs
Compile a running document of all space changes in Storeman using Documentero templates.

Setup Guides

Make

Make Tutorial: Integrate Storeman with Documentero

  1. Create a new scenario in Make.
  2. Add Storeman to the scenario and choose one of the triggers (Watch Items, Watch Spaces, Watch Created Item). Connect your account and configure the trigger.
  3. Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
  4. In Make: Add Documentero as the next step and connect it using your API key.
  5. In your scenario, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Storeman trigger.
  6. Run or schedule your scenario and verify the output.

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