S
Swapcard - Create PDF, Word, Excel Documents
Swapcard connects attendees, exhibitors, and event organizers, while Documentero creates professional files from templates. By linking the two, event data such as new participants or event details can be turned into ready-to-use documents. This helps organizers automatically prepare reports, certificates, or summaries without manual editing.
Swapcard
Documentero
Triggers
Watch Event People — Triggers when new event people have been created.
Watch Events — Triggers when a new event has been created.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Swapcard using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Swapcard using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF certificates for Swapcard event attendees
Create DOCX welcome letters for new Swapcard participants
Export Swapcard event attendee lists into XLSX spreadsheets
Generate exhibitor profile documents from Swapcard data
Create sponsor summary reports from Swapcard event information
Automatically generate post-event feedback forms in PDF from Swapcard
Create personalized badges for Swapcard event attendees using Documentero
Generate event schedule handouts in DOCX format from Swapcard events
Export Swapcard participant data into formatted contracts with Documentero
Create official event recap reports from Swapcard event triggers
How you can use Swapcard + Documentero
Generate Attendee Certificates
When a new participant is added in Swapcard, Documentero can create a personalized certificate in PDF or DOCX format.
Event Summary Reports
After a new event is created in Swapcard, Documentero can generate a structured event summary document for internal teams.
Exhibitor Information Sheets
Automatically produce exhibitor profile sheets in PDF or DOCX when new exhibitors are added in Swapcard.
Attendance Spreadsheets
Create XLSX files listing event attendees whenever new people are registered in Swapcard.
Welcome Letters
Generate personalized welcome letters for each new participant added to a Swapcard event.
Setup Guides
Zapier Tutorial: Integrate Swapcard with Documentero
- Create a new Zap in Zapier.
- Add Swapcard to the zap and choose one of the triggers (Watch Event People, Watch Events). 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 Swapcard trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Swapcard with Documentero
- Create a new scenario in Make.
- Add Swapcard to the scenario and choose one of the triggers (Watch Event People, Watch Events). 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 Swapcard trigger.
- Run or schedule your scenario and verify the output.
