S
SugarSync - Create PDF, Word, Excel Documents
SugarSync connects with Documentero to let you turn synced files into professional documents automatically. When new files or photos appear in your SugarSync folders, Documentero can use them to generate .docx, .pdf, or .xlsx files based on your templates. This setup helps you keep your documents up to date without needing to manually upload or transfer files.
SugarSync
Documentero
Triggers
Watch New Files — Watches for new files in a specified directory.
Watch New Photos in Album — Watches for new photos in a specified album.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from SugarSync using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from SugarSync using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF reports from new SugarSync files
Create polished DOCX documents when a text file is uploaded to SugarSync
Export SugarSync spreadsheets into formatted Excel templates with Documentero
Automatically generate photo albums in PDF when new images are saved in SugarSync
Create client proposals from SugarSync folder updates using Documentero
Generate signed agreements in DOCX when new drafts are added to SugarSync
Export SugarSync CSV files into formatted financial reports with Documentero
Automatically create training manuals from SugarSync text uploads
Generate project status reports from SugarSync data files
Create branded presentations in PDF when new content is synced to SugarSync
How you can use SugarSync + Documentero
Generate Reports from Synced Files
When a new data file is added to a SugarSync folder, Documentero can create a formatted report in PDF or Excel.
Convert Uploaded Photos to PDF
Automatically generate a PDF portfolio when new photos are added to a SugarSync album.
Create Invoices from Uploaded Spreadsheets
Use a SugarSync-synced spreadsheet to trigger Documentero to produce invoices in DOCX or PDF.
Build Contracts from Templates
Trigger Documentero to create contract documents when new client files are uploaded to SugarSync.
Produce Meeting Notes
When a meeting summary text file is saved in SugarSync, Documentero generates a polished PDF version.
Setup Guides
Make Tutorial: Integrate SugarSync with Documentero
- Create a new scenario in Make.
- Add SugarSync to the scenario and choose one of the triggers (Watch New Files, Watch New Photos in Album). 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 SugarSync trigger.
- Run or schedule your scenario and verify the output.
