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Tadabase - Create PDF, Word, Excel Documents
Tadabase connects with Documentero to automatically create professional documents whenever new or updated records are detected. By using triggers from Tadabase, you can send data directly into Documentero templates and instantly generate PDFs, Word files, or spreadsheets. This integration makes it easy to turn live database updates into ready-to-share documents without manual work.
Tadabase
Documentero
Triggers
Watch Records — Triggers when records are created.
Watch Records — Triggers when records are created, updated or deleted. Only available for Tadabase PRO plan or above.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Tadabase using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Tadabase using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF invoices from Tadabase order records
Create Word reports from updated Tadabase project data
Export Tadabase customer lists into Excel files
Generate personalized certificates from Tadabase training records
Produce contracts from Tadabase deal records
Automatically create shipping labels from Tadabase fulfillment data
Generate monthly financial summaries from Tadabase accounting entries
Create onboarding documents from Tadabase employee records
Export Tadabase membership data into formatted PDF directories
Generate compliance forms from Tadabase regulatory submissions
How you can use Tadabase + Documentero
Generate Invoices
When a new order record is added in Tadabase, Documentero creates a PDF invoice from a custom template.
Produce Reports
Each time a record is updated in Tadabase, Documentero generates a .docx report with the latest data.
Create Certificates
When a user completes a course tracked in Tadabase, Documentero generates a personalized certificate in PDF format.
Export Client Data
Whenever a new client record is created, Documentero produces an .xlsx file with their details for record-keeping.
Prepare Contracts
When a deal is marked as closed in Tadabase, Documentero fills in a contract template and generates a ready-to-sign document.
Setup Guides
Zapier Tutorial: Integrate Tadabase with Documentero
- Create a new Zap in Zapier.
- Add Tadabase to the zap and choose one of the triggers (Watch Records, Watch Records). 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 Tadabase trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Tadabase with Documentero
- Create a new scenario in Make.
- Add Tadabase to the scenario and choose one of the triggers (Watch Records, Watch Records). 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 Tadabase trigger.
- Run or schedule your scenario and verify the output.
