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TradeGecko - Create PDF, Word, Excel Documents
TradeGecko connects with Documentero to automatically turn your sales and inventory data into ready-to-use documents. When new orders, purchase orders, or products are created in TradeGecko, Documentero can generate professional PDFs, Word files, or Excel reports. This saves time on manual formatting and ensures your team always has up-to-date paperwork ready to share or archive.
TradeGecko
Documentero
Triggers
Watch New Companies — Check if new Company was created.
Watch New Contacts — Check if new Contact was created.
Watch New Purchase Orders — Check if new Purchase Order was created.
Watch New Order Line Items — Check if new Order Line Item was created.
Watch New Orders — Check if new Order was created.
Watch New Products — Check if new Product was created.
Watch New Purchase Order Line Items — Check if new Purchase Order Line Item was created.
Watch New Variants — Check if new Variant was created.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from TradeGecko using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from TradeGecko using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF invoices from TradeGecko orders
Create Word purchase order templates from TradeGecko data
Export TradeGecko product lists into Excel catalogs
Automatically generate customer onboarding documents from new TradeGecko companies
Create sales reports in PDF from TradeGecko order line items
Export TradeGecko purchase order line items into Excel spreadsheets
Automatically generate shipping documents from TradeGecko orders
Create product variant detail sheets in Word from TradeGecko records
Export TradeGecko contacts into formatted PDF directories
Automatically generate supplier agreement documents from TradeGecko purchase orders
How you can use TradeGecko + Documentero
Create Order Invoices
Generate PDF invoices in Documentero whenever a new order is created in TradeGecko.
Purchase Order Documents
Automatically create .docx purchase order documents when new purchase orders are added in TradeGecko.
Customer Welcome Pack
Produce a customized welcome document in Word format each time a new company is added in TradeGecko.
Product Catalog Updates
Generate an updated product catalog in PDF when new products or variants are created in TradeGecko.
Order Line Item Reports
Build Excel reports from new order line items to track sales and inventory details directly from TradeGecko.
Setup Guides
Make Tutorial: Integrate TradeGecko with Documentero
- Create a new scenario in Make.
- Add TradeGecko to the scenario and choose one of the triggers (Watch New Companies, Watch New Contacts, Watch New Purchase Orders). 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 TradeGecko trigger.
- Run or schedule your scenario and verify the output.
