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Tabidoo - Create PDF, Word, Excel Documents
Tabidoo connects with Documentero so you can turn your database records into ready-to-use documents. When a record is added, updated, or removed in Tabidoo, you can trigger Documentero to generate files in formats like .docx, .pdf, or .xlsx. This makes it easy to create reports, contracts, or logs directly from the data you already manage in Tabidoo.
Tabidoo
Documentero
Triggers
Watch a Delete Record — Triggers after a record is deleted.
Watch a Edit Record — Triggers after a record is edited.
Watch a New Record — Triggers when a new record is created.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Tabidoo using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Tabidoo using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF invoices from new Tabidoo records
Create .docx contracts when Tabidoo customer data is updated
Export .xlsx reports whenever a Tabidoo record is deleted
Generate employee profiles from Tabidoo database entries
Produce shipping labels from new Tabidoo order records
Create project status reports from Tabidoo updates
Automatically generate attendance sheets from Tabidoo logs
Export financial summaries from Tabidoo transaction data
Generate service agreements from Tabidoo client records
Create compliance reports from Tabidoo audit entries
How you can use Tabidoo + Documentero
Generate Client Reports
When a new client record is created in Tabidoo, Documentero can automatically generate a detailed PDF report using a pre-designed template.
Create Updated Contracts
If a customer record is edited in Tabidoo, Documentero can produce an updated contract in .docx format with the new details.
Export Deleted Record Logs
When a record is deleted in Tabidoo, Documentero can generate a log document in .xlsx format for audit purposes.
Produce Order Summaries
Each time a new order is added in Tabidoo, Documentero can generate a summary document ready to send to the customer.
Generate Meeting Notes
When a meeting record is updated in Tabidoo, Documentero can create a formatted PDF of the notes for sharing with the team.
Setup Guides
Zapier Tutorial: Integrate Tabidoo with Documentero
- Create a new Zap in Zapier.
- Add Tabidoo to the zap and choose one of the triggers (Watch a Delete Record, Watch a Edit Record, Watch a New Record). 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 Tabidoo trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Tabidoo with Documentero
- Create a new scenario in Make.
- Add Tabidoo to the scenario and choose one of the triggers (Watch a Delete Record, Watch a Edit Record, Watch a New Record). 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 Tabidoo trigger.
- Run or schedule your scenario and verify the output.
