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TeamworkIQ - Create PDF, Word, Excel Documents
TeamworkIQ connects with Documentero to turn workflow events into ready-to-use documents. When tasks start, complete, or change status in TeamworkIQ, Documentero can instantly create reports, summaries, or forms in .docx, .pdf, or .xlsx formats. This makes it easy to capture process details, share updates, and keep accurate records without manual effort.
TeamworkIQ
Documentero
Triggers
Watch an Actionable Task — Triggers when a task becomes actionable.
Watch a Process Completed — Triggers when a process has been completed.
Watch a Process Started — Triggers when a process workflow has been started.
Watch a Process Stopped — Triggers when a process has been stopped.
Watch a Skipped Task — Triggers when a task has been skipped.
Watch a Task Completed — Triggers when a specific task has been completed.
Watch a Task Reopened — Triggers if a done task reopens.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from TeamworkIQ using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from TeamworkIQ using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF reports when a workflow is completed in TeamworkIQ
Create Excel logs of all skipped tasks from TeamworkIQ processes
Export task completion summaries from TeamworkIQ into Documentero templates
Automatically generate onboarding documents when a new process starts in TeamworkIQ
Create project closure reports in PDF when a TeamworkIQ process is stopped
Generate formatted notices when a TeamworkIQ task is reopened
Export actionable task details into a Word document using Documentero
Automatically generate compliance records from completed TeamworkIQ workflows
Create progress tracking spreadsheets from TeamworkIQ task updates
Export task handover notes into PDF whenever a new task becomes actionable
How you can use TeamworkIQ + Documentero
Generate Completion Reports
Automatically create a PDF report in Documentero whenever a process is completed in TeamworkIQ.
Task Handover Documents
When a task becomes actionable in TeamworkIQ, generate a .docx handover document with instructions and context.
Skipped Task Logs
Trigger Documentero to produce an .xlsx log whenever a task is skipped in TeamworkIQ.
Reopened Task Notices
Create a formatted notice in PDF whenever a previously completed task is reopened.
Process Start Checklist
Generate a .docx checklist document in Documentero when a new workflow process starts in TeamworkIQ.
Setup Guides
Zapier Tutorial: Integrate TeamworkIQ with Documentero
- Create a new Zap in Zapier.
- Add TeamworkIQ to the zap and choose one of the triggers (Watch an Actionable Task, Watch a Process Completed, Watch a Process Started). 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 TeamworkIQ trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate TeamworkIQ with Documentero
- Create a new scenario in Make.
- Add TeamworkIQ to the scenario and choose one of the triggers (Watch an Actionable Task, Watch a Process Completed, Watch a Process Started). 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 TeamworkIQ trigger.
- Run or schedule your scenario and verify the output.
