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Thinkific - Create PDF, Word, Excel Documents
Thinkific works with Documentero to automatically create professional documents whenever key events happen in your online courses. You can generate certificates, invoices, or progress reports in .docx, .pdf, or .xlsx formats as soon as a student completes a lesson, finishes a course, or makes a purchase. With API, Make, or Zapier connections, you can set up custom templates in Documentero that pull data directly from Thinkific events. This ensures that every learner and order is documented with consistent, branded files without manual work.
Thinkific
Documentero
Triggers
Watch Enrollment Completed — Triggers when an enrollment completed.
Watch Enrollment Created — Triggers when an enrollment creates.
Watch Enrollment Progress — Triggers when enrollment new progress.
Watch Enrollment Trial — Triggers when enrollment trial.
Watch Lesson Completed — Triggers when a lesson is completed.
Watch New User — Triggers when registering a new user.
Watch Order Created — Triggers when order created.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Thinkific using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Thinkific using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF course certificates from Thinkific completions
Create branded invoices for Thinkific orders in Documentero
Export Thinkific student progress into custom Excel reports
Generate welcome letters for new Thinkific users as Word documents
Produce trial enrollment agreements from Thinkific in PDF format
Automatically create lesson completion reports from Thinkific data
Build custom membership contracts in Documentero when Thinkific enrollments are created
Generate refund confirmation letters for Thinkific order cancellations
Create personalized progress summaries for Thinkific learners in PDF
Export Thinkific sales data into Documentero Excel templates for accounting
How you can use Thinkific + Documentero
Course Completion Certificate
Generate a personalized PDF certificate in Documentero whenever a student completes a Thinkific course.
Enrollment Confirmation Letter
Create a .docx confirmation document each time a new enrollment is created in Thinkific.
Student Progress Report
Automatically produce an .xlsx report showing a student's lesson progress when Thinkific records new activity.
Trial Enrollment Welcome Pack
Send a branded PDF welcome pack through Documentero when a student starts a trial enrollment in Thinkific.
Order Receipt
Generate a professional invoice in PDF format with Documentero whenever a new order is created in Thinkific.
Setup Guides
Zapier Tutorial: Integrate Thinkific with Documentero
- Create a new Zap in Zapier.
- Add Thinkific to the zap and choose one of the triggers (Watch Enrollment Completed, Watch Enrollment Created, Watch Enrollment Progress). 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 Thinkific trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Thinkific with Documentero
- Create a new scenario in Make.
- Add Thinkific to the scenario and choose one of the triggers (Watch Enrollment Completed, Watch Enrollment Created, Watch Enrollment Progress). 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 Thinkific trigger.
- Run or schedule your scenario and verify the output.
