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Pointerpro - Create PDF, Word, Excel Documents
Pointerpro connects with Documentero so that every time a new survey or assessment response is submitted, a custom document can be generated automatically. Using the Watch Response Event, data collected in Pointerpro can be sent to Documentero to create personalized reports, certificates, or summaries in .docx, .pdf, or .xlsx formats. The integration works through API, Make, or Zapier, giving teams flexible options to fit their existing workflow.
Pointerpro
Documentero
Triggers
Watch Response Event — Triggers when a new response event occurs.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Pointerpro using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Pointerpro using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF reports from Pointerpro survey responses
Create branded certificates from Pointerpro quiz completions
Export Pointerpro assessment data into Excel files with Documentero
Build personalized proposals using Pointerpro intake form data
Produce custom onboarding documents from Pointerpro responses
Generate compliance forms from Pointerpro evaluation results
Create performance review documents from Pointerpro feedback surveys
Export training completion records from Pointerpro into PDF files
Generate custom invoices using Pointerpro order form data
Create research summaries from Pointerpro survey results in .docx format
How you can use Pointerpro + Documentero
Generate personalized reports
Create a detailed PDF report in Documentero whenever a participant completes a Pointerpro assessment.
Issue certificates
Automatically produce a branded certificate in .docx or PDF format after a user finishes a Pointerpro quiz.
Prepare data summaries
Send survey responses from Pointerpro to Documentero to generate an Excel file with aggregated results.
Client documentation
Generate a tailored proposal document in Documentero using information collected from a Pointerpro intake form.
Progress tracking
Produce recurring progress reports in PDF format based on ongoing responses captured in Pointerpro.
Setup Guides
Zapier Tutorial: Integrate Pointerpro with Documentero
- Create a new Zap in Zapier.
- Add Pointerpro to the zap and choose one of the triggers (Watch Response Event). 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 Pointerpro trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Pointerpro with Documentero
- Create a new scenario in Make.
- Add Pointerpro to the scenario and choose one of the triggers (Watch Response Event). 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 Pointerpro trigger.
- Run or schedule your scenario and verify the output.
