T
Toodledo - Create PDF, Word, Excel Documents
Toodledo can be connected with Documentero to automatically turn your tasks, notes, and lists into ready-to-use documents. By syncing events like new tasks or deleted items, you can keep your generated reports, summaries, or logs always up to date. With integrations through Make, Zapier, or API, you can set up document creation that matches your workflow without manual exporting.
Toodledo
Documentero
Triggers
Watch Deleted Notes — Triggers when there is a newly deleted note. This will enable you to detect when a note was deleted on Toodledo so you can also delete the note from your application.
Watch Deleted Rows — Triggers when there is a newly deleted row in a selected list. This will enable you to detect when a row was deleted in the list on Toodledo so you can also delete the row from your application.
Watch Deleted Tasks — Triggers when there is a newly deleted task. This will enable you to detect when a task was deleted on Toodledo so you can also delete the task from your application.
Watch Notes — Triggers when there is a new note.
Watch Rows — Triggers when there is a new row in a selected list.
Watch Tasks — Triggers when there is a new task.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Toodledo using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Toodledo using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF reports from Toodledo tasks
Create Word documents from Toodledo notes
Export Toodledo task lists into Excel spreadsheets
Build client-ready reports from Toodledo project data
Convert Toodledo deleted task logs into audit documents
Prepare formatted meeting summaries from Toodledo notes
Generate weekly progress reports from Toodledo lists
Export Toodledo rows into structured contract templates
Create compliance records from Toodledo deleted items
Produce branded PDF updates from Toodledo task changes
How you can use Toodledo + Documentero
Weekly Task Report
Generate a PDF report of all newly added tasks in Toodledo each week using Documentero templates.
Meeting Notes Archive
Automatically save Toodledo notes into a formatted .docx file for team distribution.
Deleted Task Log
Create an .xlsx log of all deleted tasks from Toodledo for audit tracking.
Project Checklist
Build a structured checklist document whenever a new row is added in a Toodledo list.
Client Updates
Export selected Toodledo notes into a branded PDF update for clients.
Setup Guides
Zapier Tutorial: Integrate Toodledo with Documentero
- Create a new Zap in Zapier.
- Add Toodledo to the zap and choose one of the triggers (Watch Deleted Notes, Watch Deleted Rows, Watch Deleted Tasks). 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 Toodledo trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Toodledo with Documentero
- Create a new scenario in Make.
- Add Toodledo to the scenario and choose one of the triggers (Watch Deleted Notes, Watch Deleted Rows, Watch Deleted Tasks). 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 Toodledo trigger.
- Run or schedule your scenario and verify the output.
Power Automate Tutorial: Integrate Toodledo with Documentero
- Create a new flow in Power Automate.
- Add Toodledo to the flow and choose one of the triggers (Watch Deleted Notes, Watch Deleted Rows, Watch Deleted Tasks). 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 Toodledo trigger.
- Test and save your flow.
