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TextIt - Create PDF, Word, Excel Documents
TextIt connects with Documentero to let you automatically create documents whenever an SMS event occurs. By linking your TextIt triggers to Documentero templates, you can generate PDF, Word, or Excel files based on the data received through text messages. The integration works through API, Zapier, Make, or Power Automate, making it easy to tie SMS activity to professional document output.
TextIt
Documentero
Triggers
Universal Trigger — Triggers when the selected event occurs.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from TextIt using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from TextIt using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF receipts from SMS orders
Create Word confirmation letters from SMS appointment bookings
Export SMS survey results into Excel reports
Produce PDF case reports from SMS support tickets
Generate event registration confirmations from SMS signups
Create custom invoices from SMS-based service requests
Automatically build attendance sheets from SMS check-ins
Export SMS feedback into formatted PDF summaries
Generate personalized welcome letters from SMS registrations
Create shipping labels from SMS delivery requests
How you can use TextIt + Documentero
SMS Order Confirmation
When a customer places an order via SMS, Documentero generates a PDF receipt and sends it back automatically.
Appointment Booking
Trigger a Word confirmation letter through Documentero when someone schedules an appointment via TextIt.
Survey Responses
Collect survey answers through SMS and have Documentero create a consolidated Excel report.
Support Requests
Generate a case report document in PDF whenever a support request is received by SMS.
Event Registrations
Automatically create registration confirmation documents when users sign up for events through TextIt.
Setup Guides
Zapier Tutorial: Integrate TextIt with Documentero
- Create a new Zap in Zapier.
- Add TextIt to the zap and choose one of the triggers (Universal Trigger). 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 TextIt trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate TextIt with Documentero
- Create a new scenario in Make.
- Add TextIt to the scenario and choose one of the triggers (Universal Trigger). 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 TextIt trigger.
- Run or schedule your scenario and verify the output.
Power Automate Tutorial: Integrate TextIt with Documentero
- Create a new flow in Power Automate.
- Add TextIt to the flow and choose one of the triggers (Universal Trigger). 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 Power Automate: Add Documentero as the next step and connect it using your API key.
- In your flow, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the TextIt trigger.
- Test and save your flow.
